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Customer Success

Churn Risk Early-Warning Alert

Catch accounts going quiet in the product before they churn — score the usage drop, alert Slack, update the CRM health field.

Best forB2BSaaSServices
Agents10 required
Duration3-6 minutes

This recipe reads how customers actually use your product — active seats, session frequency, key-action counts, days-since-last-login, feature adoption — and compares a recent window against a baseline to surface accounts whose engagement is dropping. It scores each account for churn risk with a transparent, behavior-backed breakdown, tiers them Critical to Healthy, and stages two outbound actions: a ranked at-risk digest to your customer-success Slack channel and a health-field update on the matching CRM record. Distinct from survey-driven NPS churn alerts and renewal-date risk detectors, it fires on the usage signal itself. Nothing posts or writes until you approve.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolves account scope and loads memory (scope, windows, health field, notify channel), confirming before proceeding.

workflow orchestrator
01

Pulls accounts/owners/health field from CRM and runs the suppression / do-not-contact gate as the first filter.

crm scanner
02

Queries usage events per account over baseline vs. recent windows and computes engagement-drop signals with raw deltas and source.

data analyst
02

Enriches only dropping accounts with sourced external context (layoff / funding / acquisition / leadership change), each with a source URL.

web researcher
03

Scores engagement trajectory and depth-of-adoption dimensions into a transparent per-account health signal.

health scorer
03

Synthesizes usage signals plus amplifiers into a 0-100 churn-risk score with signal-by-signal math.

churn predictor
03

Tiers accounts Critical / High / Watch / Healthy with explicit rationale and maps each tier to a CRM health-field value.

triage router
04

Builds and persists idempotency keys, then stages CRM health-field writes and risk notes for approval (no execution until approved).

distributor
04

Assembles the ranked at-risk Slack digest with owner mentions and top driving signals, staged for approval.

slack channel operations agent
04

Assembles the human-readable deliverable — run header, per-account risk cards, held/gap list, staged-action receipt.

report formatter

Required Agents

10
  • workflow-orchestrator
  • crm-scanner
  • data-analyst
  • web-researcher
  • health-scorer
  • churn-predictor
  • triage-router
  • slack-channel-operations-agent
  • distributor
  • report-formatter

Connections

Required

amplitudebigqueryhubspotslack

Optional

slackhubspotamplitudemixpanelposthogbigquerysnowflakegoogle-sheets

What it does

  • Queries product usage events (Amplitude / Mixpanel / PostHog / warehouse / sheet)
  • Baseline-vs-recent engagement-drop detection with raw deltas
  • Transparent 0-100 churn score across three named dimensions
  • Splits gone-dark accounts from never-instrumented tracking gaps
  • Sourced external context (layoffs, funding, leadership change)
  • Ranked at-risk Slack digest with CS-owner mentions
  • Staged CRM health-field update with idempotent dedupe keys
  • Suppression gate + approval gate before any outbound action

Example prompt

Look at product usage for all our Enterprise accounts and flag anyone whose engagement has dropped off in the last week — post the at-risk ones to our #customer-success Slack channel and update the health field on their HubSpot record.

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