Failed payment recovery

Finds failed charges every hour, emails the billing contact a working update link, and escalates the accounts that matter.

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Copy the prompt

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The prompt

The workflow prompt

Copy this prompt into a new workflow, connect the listed integrations, and configure its trigger.

prompt.md

Every hour, list charges in Stripe that failed in the last hour.For each one, find the customer and look up the matching account in Attio to get the billing contact and the account owner.Create a hosted payment update link in Stripe.Send an email from [email protected] using Resend.Say plainly that the payment did not go through, include the update link, and say what happens if it stays unpaid.Keep it under 120 words and do not sound like a collections notice.If the account is on an Enterprise plan or worth more than $1,000 in MRR, also DM the account owner in Slack with the details.Log a note on the Attio record saying what you sent.

Trigger

What starts this workflow

Hourly

Runs on a schedule. Describe the cadence in plain words and Helios writes the cron expression. Schedules run in UTC.

Integrations it uses

Connect each service once. Helios stores the credential encrypted and injects it at the network layer on every run. The agent never holds the token.

Example output

What you get back

Every run keeps its full transcript. The steps the agent took, each tool call, and the result.

3 failed payments handled

$2,340 at risk across 3 accounts
Emails sent with hosted update links
1 enterprise account escalated to @priya

Use this template

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.

Hourly

Guides

Set it up step by step

8 min

Use secrets and variables

Keep the values a task needs out of the prompt. Variables hold configuration. Secrets hold credentials. The agent never sees a secret in plain text.

15 min

Move from Relay.app to Helios

Relay.app shut down on 16 July 2026. Paid accounts are deleted on 14 September 2026. Here is how each Relay concept maps to Helios, and what to export first.

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