Trial Inactive → Slack Alert (YAML Playbook)

# Trial Inactive to Slack Alert Workflow
name: "Trial Inactive Alert"
version: "1.0"
description: "Automatically notify sales team when a trial user becomes inactive"

trigger:
  type: "status_change"
  source: "trial_activity"
  conditions:
    - field: "last_active_days"
      operator: "greater_than"
      value: 7
    - field: "trial_status"
      operator: "equals"
      value: "active"

filters:
  - field: "account_value"
    operator: "greater_than"
    value: 1000
  - field: "engagement_score"
    operator: "less_than"
    value: 30

actions:
  - type: "send_notification"
    channel: "slack"
    config:
      channel_id: "#sales-alerts"
      message_template: |
        :warning: *Trial Inactive Alert*

        *Account:* {{account_name}}
        *Last Active:* {{last_active_days}} days ago
        *Trial Days Remaining:* {{trial_days_remaining}}
        *Engagement Score:* {{engagement_score}}/100

        *Recommended Action:* Schedule a check-in call
      mention: "@sales-rep"

  - type: "create_task"
    config:
      title: "Follow up with inactive trial: {{account_name}}"
      assignee: "account_owner"
      due_in: "24h"
      priority: "high"
      description: |
        Trial user has been inactive for {{last_active_days}} days.

        Key metrics:
        - Engagement score: {{engagement_score}}
        - Features used: {{features_used_count}}
        - Last login: {{last_login_date}}

  - type: "update_crm"
    config:
      object: "contact"
      field: "lifecycle_stage"
      value: "at_risk"

settings:
  retry_on_failure: true
  max_retries: 3
  retry_delay: "5m"
  notification_on_complete: true
  notification_on_failure: true
  execution_window:
    start: "09:00"
    end: "18:00"
    timezone: "America/New_York"
    weekdays_only: true