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B2B · Customer success · For CSMs, AMs and VPs of CS Your customers tell you when they’re ready to grow, just never in one place. Every week, this agent reads every conversation, CRM record, usage and billing record and news item on every account, sends the CSM or AM who owns it a Slack note with the evidence, and drafts the expansion opportunity for your CRM.

What it reads

Sales and CS calls and support tickets and chats through Rippit’s integrations, your CRM, product usage and billing through your warehouse, the Bulk API or a CSV, and web research on each account such as hiring, funding, new offices and news.

How it works

  1. Ingest. Every growth signal on the account, in one table.
  2. Analyze. Expansion type and size on every account.
  3. Act. The owner hears first, with the opportunity drafted.

What you get

A Salesforce opportunity and a Slack note to the account owner.
  • Slack · DM to the account owner: @AM Example account is ready to grow: a new team came up on a call and seats are at 116% of plan.
  • CRM opportunity (Your CRM, through MCP): Add sales team, est. +$38K, with links to the evidence.
  • Any tool you connect through MCP: Draft the outreach in Gmail, add a task in your CS platform, or update the account plan in Google Docs.

Build it

Tell Rippit chat to “set up a weekly scan for expansion opportunities, opened in Salesforce and sent to the account owner,” or ask your own AI assistant with Rippit connected. Rippit drafts it as a pipeline, tests it on a sample, and puts it live when you confirm. You can change what it reads, how it scores, who it notifies, and how often it runs at any time.

Questions

To Slack: a note to the CSM or AM who owns the account, with the evidence and the drafted opportunity, plus a weekly roll-up for CS leadership by Slack or email. Connect your CRM through a custom MCP connection and it creates the opportunity there with the type, estimated size and evidence.
Yes. It runs every Monday by default. Run it daily or weekly on the day and time you pick, or on demand before a planning meeting. You also choose which accounts it watches and what counts as a signal.
Anything that points to more seats, a new team or region, or a new use case: a champion mentioning another team on a call, a ticket asking how to add users, seat or credit usage near the limit, or hiring and funding news. You can add your own rules, like flagging any account above 90% of its seats.
No. It tells a real request from a passing comment, groups signals by account, and only creates an opportunity in your CRM when the evidence clears the bar you set. Everything else stays in the weekly roll-up for review.