B2B SaaS

Help teams start, expand and renew.

Use each person’s progress and account context to guide first projects, seat upgrades and renewal follow-ups.

See the workflow All solutions

Saved product preview

Help each signup create their first project.

Use their goal and their team’s existing projects to suggest work they can start themselves.

Preview as

Starts when

A person signs up; the journey waits two days.

Email for Maya

Loopwell

A useful place to start

Hi Maya,

Create a project for launch plan sign-off, separate from Daniel’s launch asset project. Add a next step to get sales and design approval, so ownership and the next milestone are clear as you coordinate the product launch in 10 days.

Create your first project

More campaign examples

Make expansion about the team waiting.

Find owners whose teams have outgrown their seats. Explain the available plan in terms of the people they are trying to add.

Finch has filled all 25 seats, and six invitations are still waiting. Growth includes 50 seats, enough for those colleagues and room for 19 more. Review the plan from your owner account to see what bringing the whole team into the workspace would involve.

Resolve the blocker before the renewal conversation.

Find stalled account rollouts, identify the unfinished setup and send the responsible owner the guide for that exact step.

Alder’s customer import is complete, but field mapping is still unfinished. You can pick up at that step using the saved import. The “Map customer fields” guide opens alongside it, so you can check each source field while connecting it to the right destination.

First-project activation, in the product.

Check the person’s own projects. Shape their email from their goal, progress and team context.

Actual saved Query step: Check this user’s own projects. It counts Project records created by this person, not by their teammates. — QueryThe saved Query step counts their projects, without counting a teammate’s work.

Saved Adaptyle preview for Maya: create a launch plan sign-off project separate from Daniel's launch assets, then get sales and design approval. The Create your first project button stays fixed. — **A saved recipient preview.** Maya’s email focuses on launch sign-off, separate from Daniel’s assets.

Saved Query configuration and separately generated recipient preview.

Change the follow-up when the account changes.

Query project activity or account limits before sending. Use an AI step for relevant guidance; stop when the intended action is complete.

Explore workflows

Example workflowFirst-project activation

Otherwise, stop

Query before following up

Find projects created by this person. Continue only when their own project count is zero; a teammate’s project does not count.

Reuse this context with evaluated attributes

Start with one customer milestone.

Choose a first project, team expansion or rollout goal. We’ll connect the relevant people and account records, then define what completes the follow-up.

Separate the person’s progress from the account’s.

Connect people to accounts, projects and subscriptions. Evaluated attributes distinguish their own progress from work their teammates have completed.

Start with the data you have.

Use the Public API for people, accounts and project records. Send product events with stable identities; keep ownership and plan limits current.

See connection options

Keep permissions in your product.

Recommend only the actions the recorded role permits. Your application enforces access; approved plan details and links remain authored.

Connect product records and events

People
Accounts
Projects
Subscriptions

People, account IDs and stated goals
Projects, creators and completion events
Plan limits, roles and renewal dates

Evaluated attribute

Has this person created their own first project?

Maya has no project of her own. Daniel has one. Sharing an account does not make his project hers.

Start with one campaign, with us.

Meet the founder to map your data, review personal emails and estimate setup and AI costs.

Book a demo

Your first campaign: First-project activation
Data to connect: People, goals, account relationships, projects and each project’s creator.
Outcome to evaluate: First projects created by these people in your product records.