Signal automations run when Bigmind detects a signal on an account. They help teams turn account events into recommended actions instead of letting signals sit unused.
#Purpose
Use signal automations to review new account signals, explain why they matter, identify the best next step, and route the work to the right seller, CSM, manager, or team.
#When it runs
The automation uses the On account signal trigger. Bigmind provides signal context, signal source context, and any AI instructions configured for that signal.
#Common templates
- Signal responder: Reviews a new account signal and proposes targeted next steps.
- Weekly meeting digest: Summarizes recent customer-facing conversations into themes, risks, and leadership actions.
- Forecast accuracy gut-check: Compares forecast categories against recent conversation and email signals.
- Renewal risk radar: Scores upcoming renewals based on usage, sentiment, and engagement.
- Expansion opportunities: Identifies customers showing upsell or cross-sell signals.
- Account health snapshot: Produces a quick health view for strategic accounts.
#Recommended setup
- Define what each signal means and what action should happen when it appears.
- Use account research or account growth skills when the automation should combine the signal with wider account context.
- Test with a real account and signal so the automation has enough context to produce useful guidance.