FINANCE
Pre-Dunning Card Expiry Outreach
This scheduled workflow finds Stripe cards expiring in the next billing cycle, then emails affected customers a secure update link before their payment fails.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionList subscriptions with cards expiring before next invoiceStripe
- LogicExclude in-dunning and recently-updated customers
- ActionEmail billing-portal update linkOutlook
- OutputRecord contacted accounts for conversion tracking
What it does
Stops involuntary churn upstream by catching cards before they expire. Rather than reacting to a failed charge, it scans for payment methods that will lapse before the next invoice and prompts customers to update them while their subscription is still healthy.
When to use it
Use it when a meaningful share of your failed payments come from expired cards. Preemptive outreach recovers revenue that would otherwise enter the dunning funnel, and it's far cheaper than chasing a declined invoice.
How it works
- 1A daily schedule triggers the scan.
- 2A Stripe query lists active subscriptions whose default card expires before the next billing date.
- 3Logic excludes customers already in dunning or who updated their card recently, avoiding duplicate nudges.
- 4Each remaining customer gets an Outlook email with a Stripe-hosted billing portal link to update the card.
- 5The list of contacted accounts is recorded so follow-up timing and conversion can be tracked.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect OutlookMail, calendar, contacts.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.
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