Automation library · CRM

Score customer churn risk and trigger CS follow-ups

Started by a clock, and works across ClickUp, Gmail, Postgres, Slack and one other. 16 steps, 2 branches: a working afternoon to understand properly.

Medium

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

The flow

Starts it 1Logic 6Service 9

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

  1. 1Every 6 Hours1Schedule triggerStarts it
  2. 2Get Product Usage (DB)1PostgresService
  3. 3Get Mixpanel Engagement1Http RequestService
  4. 4Get Latest NPS Scores1PostgresService
  5. 5Get Recent Support Tickets1ZendeskService
  6. 6Merge Usage + Mixpanel1MergeLogic
  7. 7Merge + NPS1MergeLogic
  8. 8Merge + Tickets1MergeLogic
  9. 9Calculate Churn Risk Score1CodeLogic
  10. 10Is Churn Risk?1IfLogic
  11. 11Is High Risk?1IfLogic
  12. 12Send Check-in Email1GmailService
  13. 13Book CS Call1Http RequestService
  14. 14Create CS Task (ClickUp)1Click UpService
  15. 15Escalate to Account Manager1SlackService
  16. 16Log Intervention1PostgresService

How it's built

Starts on
A clock
Steps
16, with 2 branches
Size
Medium: a working afternoon
Connects to
ClickUp, Gmail, Postgres, Slack, Zendesk
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own ClickUp, Gmail, Postgres, Slack 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. 16 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 16 steps before you point it at anything that matters.