Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to surface the accounts quietly drifting toward the exit.
The prompt
This is the whole configuration
Paste it into a workflow and edit it in plain English. There is nothing else to wire up.
Every Monday at 7am, build a churn risk list. Query Postgres for each account's product usage over the last 60 days and compute the trend against the 60 days before that. Read subscription status and payment history from Stripe. Count open and recently closed support threads per account in Plain. Score each account for churn risk and explain the score in one sentence: usage decline, failed payments, support volume, or a combination. Write the score and the explanation onto the Attio account record. Post the top ten at-risk accounts to #revenue with the total ARR they represent, the reason for each, and a suggested next action for the owner.
Trigger
What starts this agent
Example output
What you get back
Every run leaves a readable record: the steps the agent took and the result it produced.
11 accounts at risk
- $38k ARR represented
- 6 driven by usage decline, 3 by failed payments
- Each has a suggested next action for its owner
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Use cases
The task behind this template
Billing operations
An agent watches Stripe for failed charges and starts recovery, reconciles what you billed against what your own system recorded, and reports the revenue numbers every morning.
CRM data sync
An agent computes usage from your database, joins it with billing health and support volume, and writes the result onto the account record every night.
Related templates
Pair it with these
Sales & RevOps
Failed payment recovery
Finds failed charges every hour, emails the billing contact a working update link, and escalates the accounts that matter.
Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing firmographics, and flags deals that have gone quiet — every night, without anyone remembering.
Operations
Weekly metrics report
Queries your warehouse, computes the metrics your team argues about, and posts a report with the anomalies called out.
Run Churn risk watchlist on your stack.
Connect the integrations, paste the prompt, attach the trigger. The agent takes it from there.