account up for renewal
Customer Health Monitoring
Spot at-risk accounts weeks before renewal — not the day the call goes wrong.
CSMs find out about churn risk too late. By the time a renewal call goes south, the account has been disengaged for six weeks and there's nothing to recover.
This workflow runs every Monday: Relay.app pulls upcoming renewals from HubSpot, then loops through each account — joining usage from Mixpanel with recent support tickets from Intercom — Claude scores each one, the CS lead reviews the brief, and the team gets a ranked list in #cs-team before stand-up.
Every Monday at 9 AM, the health brief writes itself
Every Relay.app workflow starts with a trigger — the signal that tells it when to run. Here it's the calendar: every Monday at 9 AM in your team's timezone, before the CS stand-up. The brief is ready when people open Slack — no one has to chase reports or stitch 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. Swap HubSpot for Salesforce, Attio, or Pipedrive and the rest of the workflow runs unchanged.
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 — joins recent support tickets from Intercom, then asks Claude to score health red/yellow/green using the combined signal. Three sources per account, one structured score. Swap the product analytics tool, the help desk, or the AI model and the loop keeps running.
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, 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 so follow-ups have a home.
Make it yours in Relay.app
Start from this template and adapt it to your stack and your team. Relay.app's copilot picks up from here — swap any app, change the AI model, tweak the trigger, whatever fits your use case.
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