Workflow templateReview 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.
Workflow illustration
01Trigger
TriggerEvery Monday at 08:00 AM UTC.
02St
StripeList Stripe subscriptions set to cancel at period end, and invoices from the last 7 days still open after a failed payment attempt.
03Ze
ZendeskFor each customer, read their Zendesk tickets from the last 30 days by email.
04
Custom stepAsk AI for a short risk note per account using only those facts.
05Sl
SlackAs 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.
06
OutputFinish
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
When
Every Monday at 08:00 AM UTC.
Then
- List Stripe subscriptions set to cancel at period end, and invoices from the last 7 days still open after a failed payment attempt.
- For each customer, read their Zendesk tickets from the last 30 days by email.
- Ask AI for a short risk note per account using only those facts.
- 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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