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Workflow template

Review churn risk from Stripe and Zendesk weekly

Every Monday writes a short risk note for each customer whose Stripe subscription is set to cancel or whose payment failed, with their recent Zendesk tickets, and posts it to Slack.

How it runs

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When

Every Monday at 08:00 AM UTC.

Then

  1. List Stripe subscriptions set to cancel at period end, and invoices from the last 7 days still open after a failed payment attempt.
  2. For each customer, read their Zendesk tickets from the last 30 days by email.
  3. Ask AI for a short risk note per account using only those facts.
  4. As me, post the notes as written to the Slack channel id you choose in setup, at most 50 accounts, and nothing when there are none.

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