{
  "name": "Trigger renewal & expansion plays",
  "description": "Watch for accounts approaching renewal or showing expansion signals, then create the right play for the CSM with the context already attached — so nothing renews late and no upsell goes unspotted.",
  "generatedBy": "Spion",
  "generatedAt": "2026-06-14T17:58:02.553Z",
  "confidence": "strong",
  "efficiencyGain": {
    "manualSteps": 6,
    "automatedSteps": 4,
    "reductionPercent": 67,
    "timeSavedPerRun": "~15 min",
    "annualHoursSaved": null
  },
  "trigger": {
    "provider": "workato",
    "type": "scheduled",
    "name": "Daily scan",
    "description": "Every day 07:00, scan the account base"
  },
  "actions": [
    {
      "number": 1,
      "type": "action",
      "tool": "Salesforce",
      "name": "Find accounts in scope",
      "description": "Accounts with a renewal in the next 90 days, plus accounts whose usage crossed an expansion threshold.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 2,
      "type": "action",
      "tool": "Analytics",
      "name": "Pull the signal",
      "description": "Attach the usage trend, seats-vs-licensed, and health score for each account in scope.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 3,
      "type": "action",
      "tool": "Salesforce",
      "name": "Create the play",
      "description": "Open a renewal task 90/60/30 days out, or an expansion opportunity when seats exceed the licensed count; assign to the CSM.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 4,
      "type": "action",
      "tool": "Slack",
      "name": "Brief the CSM",
      "description": "DM the CSM the play with the context and a one-line recommended next step; flag any at-risk renewal for the manager.",
      "why": "a renewal you learn about late is a renewal you fight for; this one comes with the homework done.",
      "replaces": [],
      "addedBySpion": true
    }
  ]
}