AI AGENTS
Failed renewal-payment recovery with downgrade alternative
On a failed renewal charge, an agent decides whether to retry, offer a softer plan, or escalate, then drafts the customer message and notifies finance and the CSM.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe fires a failed renewal-payment eventStripe
- ActionReview payment history and account value in StripeStripe
- LogicChoose retry, downgrade offer, or escalate
- ActionLog the decision and draft offer in NotionNotion
- OutputNotify CSM and finance in SlackSlack
What it does
Reacts to a failed renewal payment by reading the customer's history and deciding the smartest recovery path: a timed retry, a downgrade or pause offer to keep them on board, or escalation for high-value accounts. It drafts the customer-facing message and loops in the right internal owners.
When to use it
Use it when failed renewal charges quietly turn into involuntary churn. Best for teams that want dunning to be intelligent and account-aware rather than a blunt retry sequence that loses good customers over a card expiry.
How it works
- 1A Stripe event fires when a renewal invoice payment fails.
- 2The agent reviews the customer's payment history, value, and prior failures from Stripe.
- 3Branching logic chooses retry, downgrade/pause offer, or escalate based on value and failure reason.
- 4For low-risk failures it schedules a retry; for at-risk ones it drafts a save-friendly recovery offer.
- 5It records the decision and offer in a Notion recovery log for audit.
- 6The CSM and finance are notified in Slack with the chosen path and draft message.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect NotionPages, databases, comments.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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