Outcome. The account owner gets a task to start an upgrade conversation while an account still has a little headroom left on its plan or seat limit, instead of finding out only after the account is already blocked or over.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-014
flowchart TD
A[Seats Remaining <= 2, no task yet] --> B[Set Seat Limit Task Created = true]
B --> C[Create task for owner]
C --> D[Notify owner]
When to use it, when not to
- UseUse it once seat or usage counts and the account's plan limit are both tracked as properties on the company record, whether synced from billing or the product.
- UseUse it as a proactive expansion signal, separate from renewal-expansion-021's broader seat utilization tracking; this fiche is the single alert at the moment the account gets close to its ceiling.
- SkipDo not use it if seats used or the seat limit are not reliably synced. A stale number produces a task that is either too early or, worse, misses a real limit breach.
- SkipDo not treat "near the limit" as urgent churn risk; it usually means the account is growing, which is a positive expansion signal, not a negative one.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the renewal and expansion pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
