account up for renewal
Automate customer health monitoring
Spot at-risk accounts weeks before renewal — not the day the call goes wrong.
Monitoring account health by hand means stitching together CRM, usage, and support data for every renewal — and CSMs usually spot the churn risk after the call already went south.
Relay.app runs the health check for you every week, so no at-risk account slips past renewal unseen: it pulls upcoming renewals from HubSpot, loops each account to join Mixpanel usage with Intercom tickets, Claude scores red/yellow/green, the CS lead reviews, and a ranked brief lands in #cs-team before stand-up.
Here's how it works, step by step
Every Monday at 9 AM, the health brief writes itself
- Every Monday at 9 AM in your team's timezone, before the CS stand-up, the workflow fires on its own.
- The brief is ready when people open Slack — no one chases reports or stitches dashboards together by hand.
Grab every account coming up for renewal
- Relay.app queries HubSpot for every account with a renewal date in the next 60 days.
- That list feeds the loop below — one iteration per account.
For each account, join usage, tickets, and a fresh health score
- For each at-risk account, Relay.app pulls 30 days of usage from Mixpanel — logins, feature adoption, DAU/WAU trend — and joins recent support tickets from Intercom.
- Claude scores health red/yellow/green from the combined signal, with the top two risk signals and a suggested next step — three sources per account, one structured score.
Synthesize the loop, get a quick review, ship to Slack
- Once every account has a score, Claude synthesizes the top 10 at-risk into a Slack-ready brief — ARR, renewal date, top risk signals, and suggested next step.
- Relay.app DMs the CS lead for a quick review; once approved, the brief lands in #cs-team with each account's CSM @-mentioned.
Make it yours in Relay.app
Start from this template — describe what you want in plain English and Relay.app's copilot builds it for you, then swap any app, change the AI model, or tweak any step until it fits your team.
Customer Support
Triage every ticket and route to the right path — bugs to engineering, billing to Stripe, feature requests to the roadmap.
SupportDeal Pipeline Reporting
Turn your CRM into a Monday-morning sales digest your team will actually read.
SalesLeadershipEmail Triage
Claude reads every email and decides what it needs from you — a reply, a task, a meeting, or the archive.
OperationsLeadershipEmployee Onboarding
Connect your ATS, chat, calendar, and docs — Relay.app runs the whole onboarding workflow, and you swap any step for the apps you already use.
PeopleITHiring Pipeline
Relay.app screens and rates every application the moment it lands, so recruiters spend their time on the candidates worth talking to.
PeopleRecruitingLead Qualification
Qualify inbound leads the moment they arrive.
SalesMarketingMeeting Briefing Generator
Walk into every call already up to speed — without spending the hour beforehand digging through tabs.
SalesCustomer SuccessMeeting Follow-Ups
Every call ends with the recap sent and the action items already tracked — not a transcript you'll get to later.
SalesCustomer SuccessOrder Fulfillment
From new Shopify order to shipped, invoiced, and confirmed — or held for ops, or cancelled — without anyone copy-pasting.
OperationsFinancePayment Processing
Keep finance, customers, and account owners in sync.
OperationsFinancePerformance Reviews
Every review cycle runs itself — 360 feedback gathered, a fair draft synthesized, the 1:1 booked — with the manager owning the final call.
PeopleLeadershipReddit Lead Generator
Find buying-intent posts on Reddit before your competitors do.
SalesSales Quoting
From the quote stage to a signed proposal — drafted, approved, and sent, without a rep rebuilding a template each time.
SalesFinanceTicket Backlog Reporting
A clear backlog digest in #support every morning — SLA breaches, aging tickets, and who's overloaded — before anyone opens Zendesk.
SupportLeadership
