Sales & RevOps
Mondays at 7:00amChurn risk watchlist
Joins billing signals with product usage and support volume to find the accounts drifting toward the exit.
5,000 free credits to start.
The prompt
The workflow prompt
Copy this prompt into a new workflow, connect the listed integrations, and configure its trigger.
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 workflow
Runs on a schedule. Describe the cadence in plain words and Helios writes the cron expression. Schedules run in UTC.
Example output
What you get back
Every run keeps its full transcript. The steps the agent took, each tool call, and the result.
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
New to Helios? Start with Run your first workflow.
Use cases
The task behind this template
Operations
Billing operations
A workflow watches Stripe for failed charges and starts recovery. A second one reconciles what you billed against what your own database recorded after the books close.
Sales & RevOps
CRM data sync
A workflow computes usage from your database, joins it with billing state and support volume, and writes the result onto each account record every night.
Related templates
Pair it with these
Sales & RevOps
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Merges duplicates, fills missing company fields, and flags deals that have gone quiet. Every night.
Operations
Weekly metrics report
Queries your warehouse, computes the metrics your team argues about, and posts a report with the outliers called out.
Run Churn risk watchlist on your tools.
Connect the integrations, paste the prompt, and pick the trigger.