AI AGENTS
On-demand save-offer builder for a single account
A CSM names one at-risk account and the agent gathers its usage, billing, and renewal context.
How it runs
The automated pipeline, trigger to output.
- TriggerCSM runs the workflow with a target account
- ActionGather usage and renewal stage from HubSpotHubSpot
- ActionGather contract terms and billing from StripeStripe
- LogicAnalyze signals and build three offer options
- ActionWrite the account brief and options to NotionNotion
- OutputReturn the brief and draft email to the CSM in SlackSlack
What it does
Gives a CSM an instant, evidence-backed save offer for a specific account on demand. Triggered manually with an account name, the agent pulls everything relevant, then produces three offer options — each with its margin trade-off and a recommendation — plus a polished customer email for the chosen one.
When to use it
Use it right before a renewal call or QBR when you need a defensible offer fast and don't want to dig through three systems by hand. Ideal for CSMs who want the analysis done but keep final judgment on what to send.
How it works
- 1A CSM runs the workflow manually and supplies the target account.
- 2The agent gathers usage and renewal stage from HubSpot and contract terms and billing from Stripe.
- 3It analyzes the signals to identify why the account is at risk.
- 4It drafts three save-offer options with trade-offs and a recommended pick.
- 5It writes the analysis and options into a Notion account brief.
- 6It returns the brief plus a ready-to-send customer email to the CSM via Slack.
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 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.