Sales & RevOps
Nightly at 1:00amA CRM that shows what customers do.
A workflow computes usage from your database, joins it with billing state and support volume, and writes the result onto each account record every night.
5,000 free credits to start.
How it works
Three steps to a workflow
- Step 01
Connect the systems
Your database holds usage. Stripe holds billing. Plain holds support threads. One workflow holds all three connections at once.
- Step 02
Define health in plain words
Describe what an at-risk account looks like and what expansion looks like. The agent computes the scores in its sandbox and explains each one in a note.
- Step 03
Write it back every night
Fields update on the account record. Owners see the change. Every write is traceable to the run that made it.
The run
What one run looks like
Each line is a tool call. The agent finds the API it needs, reads the result, and acts. The full transcript stays on the run.
Nightly, sync product usage, billing state, and support volume into the CRM as account health fields.
- postgres·compute 30-day usage per account
- stripe·read subscription and payment state
- plain·count open threads per account
- code·score health and map to tiers
- attio·update 480 account records with a note
480 accounts synced
- 31 moved into `at risk`
- 18 flagged as expansion candidates
- $38k ARR sits in the at-risk tier
- Each record carries a note explaining the score
Templates
Start from a prompt that works
Each template has the prompt, the trigger it needs, and the integrations it uses.
Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing company fields, and flags deals that have gone quiet. Every night.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to find the accounts drifting toward the exit.
Operations
Weekly metrics report
Queries your warehouse, computes the metrics your team argues about, and posts a report with the outliers called out.
FAQ
Questions, answered
Put a workflow on crm data sync.
Write the prompt, pick the trigger, and read the first run.