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Recently won accounts

Accounts that became customers in the last quarter, so onboarding and implementation start from one current list.

Authored by Intempt Technologies

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Agentic workflow

Install now

1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Build the recently-won list

    Install now

    Blu builds Segment

Leaves behind Segment

About this recipe

When to use it

An account that just closed a deal needs a different motion than an account that's been paying for a year. This segment isolates accounts that closed in the last 90 days, distinct from the broader new-paying-customers cohort, so post-sale onboarding can be deal-aware.

What it delivers

Segments accounts that closed a deal in the last 90 days, isolating a post-sale onboarding cohort distinct from the generic new-paying-customers segment.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Accounts that became customers in the last quarter, so onboarding and implementation start from one current list.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

  1. 01Segment

How the recipe runs

Blu follows the steps in order and shows you each one before anything goes live.

  1. 01Build the recently-won listBuild a segment of accounts named "Recently-Won Accounts". An account is in the segment only when all of these are true: - its Lifecycle changed date attribute is within the last 90 days - its Lifecycle stage attribute is "customer" - its Has an open deal attribute is falseSegment

Install Intempt and run it

  1. 1

    Sign up

    Create a free Intempt workspace.

  2. 2

    Connect your data

    Add the sources this recipe reads from.

  3. 3

    Ask Blu

    Type /recently-won-accounts in Blu once this recipe is live there.

  4. 4

    Review and approve

    Blu builds each step and waits for your OK before anything goes live.

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