Automation library · Money admin

Predict customer churn risk & create interventions

Started by a clock, and works across Email, HubSpot, Slack, Stripe and one other. 14 steps, 2 branches: a working afternoon to understand properly.

Medium

14 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 1Logic 3Service 10

The steps in the order they run, from what starts it.

  1. 1Daily Risk AnalysisCronStarts it
  2. 2Fetch Product Usage DataHttp RequestService
  3. 3Fetch Support TicketsZendeskService
  4. 4Fetch Billing DataStripeService
  5. 5Merge All Data SourcesMergeLogic
  6. 6AI Risk PredictionAi TransformService
  7. 7Route by Risk LevelIfLogic
  8. 8Generate Critical InterventionAi TransformService
  9. 9Critical Risk Slack AlertSlackService
  10. 10Check High RiskIfLogic
  11. 11Send Personalized EmailEmail SendService
  12. 12Update CRM with Risk DataHubspotService
  13. 13Generate High Risk InterventionAi TransformService
  14. 14Generate Medium Risk Check-inAi TransformService

How it's built

Starts on
A clock
Steps
14, with 2 branches
Size
Medium: a working afternoon
Connects to
Email, HubSpot, Slack, Stripe, Zendesk
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Email, HubSpot, Slack, Stripe and Zendesk accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 14 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.