OTHER
Build a quarterly churn-risk board report from health data
Each quarter this aggregates NPS trends, health-score movement, and saved-vs-churned outcomes from Snowflake, has an agent write a narrative analysis.
How it runs
The automated pipeline, trigger to output.
- TriggerFirst business day of the quarter schedule
- ActionAggregate NPS trend, band transitions, save/churn outcomes (Snowflake)Snowflake
- LogicCompute headline metrics and top churn drivers
- ActionWrite board-ready narrative analysis (Paperclip agent)
- ActionPublish formatted report to NotionNotion
- OutputPost report link to leadership SlackSlack
What it does
Replaces the manual end-of-quarter churn deck with a generated report. It rolls up the quarter's NPS trajectory, how many accounts moved between health bands, and which at-risk accounts were saved versus lost, then writes the narrative a board actually reads.
When to use it
Use it at quarter close when leadership needs a defensible churn-risk story backed by data, not vibes. Best for a CS or RevOps lead who currently hand-assembles this in slides each quarter.
How it works
- 1A scheduled trigger fires on the first business day of each quarter.
- 2An action step pulls the quarter's NPS trend, health-band transitions, and save/churn outcomes from Snowflake.
- 3A logic step computes the headline metrics — net health movement, save rate, top churn drivers.
- 4A Paperclip agent writes the narrative: what changed, why, and what to fix, citing the figures.
- 5An action step publishes the formatted report as a Notion page in the leadership space.
- 6The output posts a Slack note linking the new report so the board knows it is ready.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 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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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.