AI AGENTS
Weekly renewal-risk portfolio briefing for leadership
Every week, an agent aggregates renewal risk across the book, ranks the accounts most likely to churn by dollar impact.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts the portfolio roll-up
- ActionPull renewal pipeline and stages from HubSpotHubSpot
- ActionPull contract value and MRR from StripeStripe
- LogicScore and revenue-weight risk to rank accounts
- ActionWrite the prioritized briefing to NotionNotion
- OutputPost the briefing summary to leadership in SlackSlack
What it does
Builds a weekly executive view of renewal health: it scores the entire renewal pipeline, ranks accounts by churn probability weighted by revenue at risk, and summarizes where the biggest exposures are. Each top account gets a recommended save play so leadership can direct effort, not just read a dashboard.
When to use it
Use it when leadership needs a clear, prioritized read on retention exposure without a CSM manually assembling spreadsheets every Monday. Ideal for RevOps and CS leaders running a quarterly renewal forecast.
How it works
- 1A weekly schedule starts the portfolio roll-up.
- 2The agent pulls the renewal pipeline and account stages from HubSpot and contract value from Stripe.
- 3It scores each account and computes revenue-weighted risk to rank the portfolio.
- 4It writes a structured briefing — top exposures, trend vs. last week, and a recommended play per account — into a Notion page.
- 5It posts a summary with the link to the leadership Slack channel.
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.
More AI Agents workflows
Custom Metrics Cardinality Spike Pager
A webhook from a Datadog monitor fires when custom-metric cardinality jumps; an agent pinpoints the offending metric and tag, estimates the added cost.
Sentry-to-Confluence Runbook Updater
When a Sentry issue is resolved, the agent finds the matching Confluence runbook page and proposes an inline update with the verified fix.
Stale Doc-PR Chaser for Runbook Gaps
On a daily schedule the agent finds runbook doc PRs that were opened from resolved incidents but never reviewed, summarizes what each one fixes.
Resolved Incident to Public Troubleshooting Doc
For customer-facing errors resolved in Sentry, the agent drafts a sanitized troubleshooting entry and opens a PR to your ReadMe documentation.
On-Call Runbook Gap Closer: Resolved Sentry Issues to Doc PRs
An agent reads each newly resolved Sentry issue, compares the actual fix against your existing runbook, and opens a GitHub PR adding the missing remediation steps.
Weekly On-Call Doc-Gap Digest
Each week the agent reviews every Sentry issue resolved in the last 7 days, ranks the ones whose runbook coverage is missing or thin.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.