The Workflow Library

Library / Renewal and expansion / renewal-expansion-030

Usage spike triggers proactive expansion outreach task

Renewal and expansionCompanySales Hub ProfessionalIntermediate~35 min to buildFull spec

Outcome. An account owner gets a task the moment an account's usage jumps well above its own baseline, turning a sudden increase in consumption into a timed outreach instead of a number nobody looks at until the next business review.

Workflow map Enrollment, branches and actions at a glance renewal-expansion-030
flowchart TD
    A[Usage Spike Percent >= 50%, not yet flagged] --> B[Set Usage Spike Flagged = true]
    B --> C[Create task for company owner]
    C --> D[Notify company owner]
    D --> E[Wait 30 days]
    E --> F{Spike still >= 50%?}
    F -->|No| G[Reset flag to false]
    F -->|Yes| H[No action, stays flagged]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it on consumption or usage-based products (API calls, data volume, active projects) where a current-period and a baseline usage figure both exist as properties.
  • UseUse it as the volume-based counterpart to renewal-expansion-021, which tracks seat and license fill rather than a consumption spike.
  • SkipDo not use it on flat, seat-based products with no meaningful usage-volume metric; that scenario belongs with renewal-expansion-021 instead.
  • SkipDo not use it if usage baseline figures reset unpredictably (a new billing period with no rollover logic, for example) without confirming what "spike" means against a moving baseline first.
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.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 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.