Combine product usage, support issues, payment status, and renewal dates to rank accounts by churn risk, meaning the risk of cancellation. Produce a Slack list with specific evidence and a suggested next action for each account.
中文简介正在准备中。当前显示英语简介。
Scoring rules for daily churn-risk detection — usage decline, support friction, billing/payment risk, and renewal proximity — plus how to combine them into a ranked at-risk list with a reason and a suggested next step per account.
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Query per-account activity trend over a rolling window (active seats, key-feature events, login frequency over the last 30 days vs. the prior 30). Classify:
| Usage signal | Criteria |
|---|---|
| Stable/growing | Flat or increasing vs. prior window |
| Declining | ≥20% drop in core activity vs. prior window |
| Dormant | Near-zero activity for 14+ days on a previously active account |
Pull thread volume and tone per account over the same window.
| Support signal | Criteria |
|---|---|
| Normal | Thread volume in line with the account's history |
| Rising friction | Thread count up materially vs. baseline, or repeated unresolved threads |
| Escalated | An open thread flagged urgent/escalated, or explicit cancellation language |
Pull payment status and renewal date per account.
| Billing signal | Criteria |
|---|---|
| Healthy | Payments current, renewal more than 45 days out |
| At risk | One missed or failed payment in the last billing cycle |
| Renewal-imminent | Renewal within 30 days |
No single signal alone is high risk. Weigh combinations:
| Combination | Risk |
|---|---|
| Declining/dormant usage alone | Low–medium — watch |
| Declining usage + rising/escalated support | Medium–high |
| Any usage signal + a failed payment | High |
| Declining/dormant usage + renewal-imminent | High |
| Rising/escalated support + renewal-imminent | High |
| Declining usage + rising support + (renewal-imminent or failed payment) | Highest — surface first |
| Stable usage, normal support, healthy billing | Not at risk — omit from the list |
For every account that clears the "watch" bar, write:
Sort highest risk first. Post one message to {{alert_channel}}: for each account, its rank, risk level, the reason, and the next step. Post exactly once per run — this is a fresh session, so there is no prior list to update or diff against; the whole list is recomputed and reposted every day.
</workflow> <guardrails> - **Read-only, always.** Postgres and Stripe are read-only connectors, and the Plain API key (`PLAIN_API_KEY`) is scoped to read access only. Never write to an account, a ticket, or a subscription, even if the credential would technically allow it. - **One output.** The Slack post to {{alert_channel}} is the only thing that leaves the sandbox. No emails, no ticket replies, no billing actions. - **No memory between runs.** Each run is a fresh session; recompute from the current state of all three systems rather than assuming anything from the prior day's list. - **Scoped secrets.** Postgres and Stripe access is brokered server-side through connectors; the Plain API key is injected as an environment variable. No raw credential is ever pasted into chat. - **People decide, not the agent.** The list flags risk and suggests a next step; a human on customer success decides whether and how to act. </guardrails> </skill>还没有评价。欢迎分享你的使用感受。
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Review Slack access requests against Okta role and team information, then prepare narrowly scoped GitHub or AWS IAM permissions. Apply changes only after an eligible person's approval and record the grant, reasoning, approver, and timestamp.
中文简介正在准备中。当前显示英语简介。
Research companies and people before outreach or meetings. Combines business profiles, recent news, hiring signals, and key contacts into a sourced brief with talking points and suggested questions, adding relationship history when CRM data is connected.
中文简介正在准备中。当前显示英语简介。
Review daily Google Ads and Meta Ads results for budget pacing, declining performance, and unusual activity. Get prioritized findings with supporting numbers and concrete recommendations for a marketing team to assess and carry out.
中文简介正在准备中。当前显示英语简介。
Automate website tasks such as navigating pages, filling forms, clicking buttons, taking screenshots, and extracting data. The skill also supports web app testing, with specialized guides for Electron desktop apps, Slack, and cloud browsers.
中文简介正在准备中。当前显示英语简介。
Process emailed vendor invoices by extracting details, comparing them with purchase orders and invoice history, and recording duplicates, overcharges, or missing orders. Summarize results in Slack for human review; payment approval and execution remain with people.
中文简介正在准备中。当前显示英语简介。
Guide changes to Kortix billing code, admin controls, and pricing screens. Explain how plans, trials, enterprise contracts, and access exceptions should work, where pricing is defined, and which audited routes must handle account changes.
中文简介正在准备中。当前显示英语简介。