AI AGENTS
Daily renewal-risk scan that drafts save offers
Each morning, scores upcoming renewals against usage and billing signals, then drafts a tailored save offer for every at-risk account and routes it to the CSM for one-click…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires the renewal scan
- ActionPull renewal dates and account health from HubSpotHubSpot
- ActionPull MRR and invoice history from StripeStripe
- LogicScore churn risk and filter to at-risk accounts
- ActionDraft a tailored save offer and log it to NotionNotion
- OutputSend offer to CSM in Slack for approvalSlack
What it does
Runs a daily sweep of accounts renewing in the next 60 days, pulls product usage and payment health, scores churn risk, and for each high-risk account drafts a specific save offer (discount, term change, or feature unlock) with the reasoning behind it. Offers land in Slack for the owning CSM to approve or edit.
When to use it
Use it when renewals are slipping through because nobody catches declining usage until the invoice fails. Good for B2B SaaS teams with a named-account CSM model who want proactive, evidence-based retention instead of last-minute scrambles.
How it works
- 1A daily schedule kicks off the scan.
- 2The agent reads renewal dates and account health from HubSpot and recent invoice/MRR data from Stripe.
- 3It scores each account; accounts below the risk threshold are filtered out.
- 4For each at-risk account it drafts a save offer grounded in that account's specific signals.
- 5The draft, risk score, and rationale are logged to a Notion retention tracker.
- 6The CSM gets a Slack message with Approve / Edit / Skip actions per account.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect StripeCustomers, subscriptions, payments.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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