FINANCE
Final-Notice CSM Handoff Before Cancellation
When Stripe's last retry fails and a subscription is about to cancel, assembles a full account dossier and routes a final-notice handoff task to the CSM via Outlook and HubSpot.
How it runs
The automated pipeline, trigger to output.
- TriggerStripe final-attempt failure webhookStripe
- LogicConfirm last retry and pending cancellation
- ActionCompile account dossier from PostgresPostgres
- ActionCreate priority CSM task in HubSpotHubSpot
- OutputEmail final-notice dossier via OutlookOutlook
What it does
This workflow catches the moment a subscription has exhausted automated recovery and is hours from cancellation. It builds a complete dossier and forces a human decision before the customer is lost, rather than letting Stripe silently cancel.
When to use it
Use it as the terminal stage of any dunning program where losing the account should never be automatic. Best when CSMs are willing to make a save call or offer a downgrade before cancellation.
How it works
- 1A Stripe webhook for the final failed attempt (subscription entering `past_due` with no retries left) triggers the run.
- 2A logic gate confirms this is the last attempt and the subscription is flagged for cancellation.
- 3It compiles lifetime value, open support tickets, and renewal date from Postgres and HubSpot into a single dossier.
- 4It creates a high-priority handoff task on the owning CSM in HubSpot with a hard due-date before the cancel timestamp.
- 5It emails the CSM the dossier and save options via Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect HubSpotCRM, deals, marketing, support.
- 4Connect OutlookMail, calendar, contacts.
- 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.
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