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Documentation Index

Fetch the complete documentation index at: https://hc.pillargtm.com/llms.txt

Use this file to discover all available pages before exploring further.

PILLAR ships four BUILDER preset libraries. Each contains 5 starter rules tuned for a specific go-to-market motion. All start in shadow mode with shadow_started_at = NOW(), so the 7-day promotion clock starts on first install. These libraries are conversation starters, not products. The Implementation Engineer customizes every threshold to match the customer’s actual numbers before promoting any rule out of shadow. See BUILDER configuration for the full implementation methodology.

Quick selector

Pure private-market K-12 SaaS

EdTech

AI-platform / PLG-leaning curriculum

EdTech + AI-Automation

State / local / federal seller

Public-Sector (often standalone)

Hybrid district + family-direct

Family-Literacy + Public-Sector

Public-sector with PLG signals

Public-Sector + AI-Automation

Other vertical SaaS

Closest preset + author 3–5 customer-specific rules from scratch

EdTech library (5 rules)

File: scripts/seed-builder-preset-rules.ts Best fit: Private K-12 SaaS with district-level sales motion
RuleTriggerAction
Renewal-risk → save playEvent (CRITICAL Renewal Risk signal + ARR > $100k)Start renewal_save_critical play
Daily rescore — accounts approaching renewalSchedule (6am ET daily) + renewal in 90dRescore account
Escalate stale save plays >48hSLA timer (48h, play not_completed)Escalate + notify manager
Health-score crash → exec sponsor sync (HIGH IMPACT)Event (account.health_changed + drop ≥15 in 7d + ARR > $250k)Create exec sponsor task
MQL handoff driftEvent (lead → MQL with no CSM in SLA)Fire HANDOFF_DRIFT signal

Public-Sector library (5 rules)

File: scripts/seed-builder-presets-public-sector.ts Best fit: State / local / federal sellers (any public-sector segment)
RuleTriggerAction
RFP detected — assemble response teamEvent (Procurement Activity signal, WARNING+)Notify AE + capture lead, create response team task
Fiscal-year-end window — accelerate stageSchedule (8am ET Mondays) + FY-end < 90d + Stage ≤ 3Push to Stage 4 task
Cooperative purchasing eligibility checkEvent (lead.score changed + no coop vehicle)Fire no_coop_vehicle signal
Board-meeting agenda detected — exec sync (HIGH IMPACT)Event (board_agenda_mention signal + ARR > $100k)Create exec sponsor sync task
FOIA / public-records request → log + notifyEvent (foia_inbound signal)Notify compliance lead, log governance signal

AI-Automation library (5 rules)

File: scripts/seed-builder-presets-ai-automation.ts Best fit: AI-product / automation-platform sales (PLG + sales-led hybrid)
RuleTriggerAction
Usage spike → expansion playEvent (usage > 200% trailing-30d avg, non-enterprise plan)Fire usage_spike_expansion signal + notify AE
Rate-limit warning → proactive plan upgradeSchedule (7am PT daily) + rate_limit_hits_7d > 0Plan upgrade conversation task
Model-deprecation notice → migration syncEvent (model_deprecation_announced signal)Fire model_migration_required signal + create CSM task
Eval-stage stuck > 14d → unblock motionSLA timer (14d, task stale) + opp in Eval/POC + no exec sponsorNotify manager + create stakeholder task
Token-cost spike → finance review (HIGH IMPACT)Schedule (9am PT 1st of month) + token_cost +50% MoM + committed_spend < 100%Contract restructure task

Family-Literacy library (5 rules)

File: scripts/seed-builder-presets-family-literacy.ts Best fit: Hybrid district + family-direct EdTech with family-engagement signals
RuleTriggerAction
Completion-rate drop → engagement checkSchedule (7am ET Mondays) + completion < 60% + > 500 familiesFire program_engagement_at_risk signal + create CSM task
New-family welcome SLASLA timer (72h, family_welcome task not_completed)Escalate to enrollment manager
District renewal + family churn cross-checkSchedule (8am ET daily) + renewal < 90d + family churn > 25%Fire renewal_with_family_churn CRITICAL signal
Marketing → Enrollment specialist handoffEvent (lead → enrolled_pending without specialist in 24h)Fire handoff_drift_enrollment signal
Multi-school district expansionSchedule (9am ET 1st of month) + single-school + 80%+ adoption + 6mo+ tenureCreate expansion conversation task

Why four separate libraries instead of one

Different motions have fundamentally different leading indicators and handoff paths:

Handoff-path differences

EdTech’s “MQL handoff drift” rule assumes the AE → CSM handoff. Family-Literacy uses Marketing → Enrollment Specialist. Mixing the wrong preset would seed a handoff rule that doesn’t match the customer’s actual motion.

Cron timing differences

Public-Sector’s FY-end cron uses Monday-morning timing because public RFP responses go out Mon–Wed. AI-Automation’s monthly token-cost cron runs at 9am PT because most AI customers are West-Coast-headquartered.

High-impact differences

EdTech flags exec sponsor syncs as high-impact. AI-Automation flags contract restructure conversations. Public-Sector flags board-meeting agenda touchpoints. Each library gets the right is_high_impact defaults.

Vocabulary differences

A completion_rate predicate makes sense for Family-Literacy but not pure EdTech. A committed_spend_ratio makes sense for AI-Automation but not Public-Sector. Each library uses field names that match its motion.

Stacking rules across libraries

Multiple libraries can stack on the same org. The seed scripts are idempotent on (org_id, name) — running the same library twice skips duplicates. For a family-literacy customer that sells to districts, the recommended stack is Family-Literacy + Public-Sector — the family-engagement rules cover the family-direct motion, while the public-sector rules cover RFP / FOIA / coop-purchasing exposure on the district contracts. For a curriculum-SaaS customer with product usage telemetry, the recommended stack is EdTech + AI-Automation — the EdTech base covers district sales motion + renewal cadence, while the AI-Automation rules cover usage-spike expansion + rate-limit warning + engagement-decay signals from the product telemetry.

Adding a new preset library

When a new ICP emerges (e.g. healthcare-revenue-cycle or vertical-saas-finance), the right path is to:
1

Identify the 5 most-distinctive automation patterns for that motion

2

Write a `scripts/seed-builder-presets-<icp-slug>.ts` modeled on the existing four

3

Test against a real customer's data on dev before adding to docs

4

Add a new section to this page

5

Add the preset to the implementation methodology in [BUILDER configuration](/builder/configuration)