Signals cheat sheet
Last updated on
For when you can't remember the rules. Defaults shown; most can be tuned in Signal rules.
| Signal | Fires when | Goes away when |
|---|---|---|
| Health drop | Score below 60 two days running, or down 15+ points in 14 days, or into the at-risk band | Score back 5 points above the line |
| Renewal risk | In the 60-day window and health below 60, or risk points reach 50 | Points below 40, health recovers, or the window passes |
| Onboarding stalled | Over the stage limit (7 / 21 / 30 / 14 days), or no first value by day 45 | Next stage reached or onboarding done |
| Champion loss | Bounce, "left the company", CRM change, news, or long silence | Champion writes again, or 14 days unconfirmed |
| Low product usage | Credits pace below the Under-using line (default 50%); or, from Mixpanel, low active users or 40%+ below their own baseline | Pace back on track, a new period starts, or the allowance changes; Mixpanel: activity returns (drop under 30%) |
| Early credit exhaustion (good news) | At the current rate the account runs out of this period's credits before the period ends | Allowance raised, usage settles, or the next period starts — its task closes too |
| Credits over allowance (good news) | More credits used than this period's allowance | Allowance raised or the next period starts — its task closes too |
| No recent contact | No email either way for 45 days | Any email seen again |
| SLA breach / Support escalation | Freshdesk breach or urgent ticket, or an angry inbound email | Ticket fixed; email escalation after 14 quiet days |
| Payment failed / Subscription canceled | Stripe says so | Stripe shows it's fine again |
| Cancellation intent | A customer email asks to cancel | Only when a person closes it |
| Market event | News: funding, layoffs, leadership change, M&A | After 30 days |
| Expansion intent (good news) | Expansion Finder: 85%+ of seats/volume used (high at 100%+ or a plan-limit hit), usage growing, new teams/domains | 14 days after the Finder stops seeing it |
| Anything you flag | You use Flag a risk | Only when a person closes it |
Remember: agent signals (health drop — from the Health Risk workflow — renewal risk, onboarding, champion loss, expansion intent) only appear when their workflow is live; agent signals nobody re-confirms close after 14 days; dismissed ones stay away (30 days for a recurring condition).
What runs on a timer
| How often | What |
|---|---|
| Every 15 seconds | A workflow in testing mode after Run now |
| Every minute | Inbound email check, quiet-hours email delivery, due integration syncs |
| Every 5 minutes | Sent-folder sync: which mailbox drafts were really sent |
| Every 15 minutes | Every live workflow (and the agents in it); Larry Time questions; tasks that look done (it only asks) |
| Every 30 minutes | Health recompute check, which also closes cleared signals |
| Every 6 hours by default (your choice, 6 hours to 90 days) | Market Intelligence news scan (if on) |
| Daily | Each account's health score; credits pace for every account; Portfolio Digest |
You can see every background job, and restart one, in Settings → System health.