Schedule Trigger Automate

For the Schedule Trigger Automate, this workflow runs daily to identify high-risk customers at risk of churn. It fetches customer data from Google Sheets, filters for those with a predicted churn score above 0.7, and generates personalized win-back offers based on their preferences. Eligible customers receive targeted email offers, enhancing retention efforts and improving customer engagement. The system logs all actions for accountability and tracking, ensuring no potential churn is overlooked.

7/8/2025
17 nodes
Complex
schedulecomplexschedule triggergooglesheetsfiltersplitinbatcheslangchaingmailsticky noteautomationadvancedcronlogicconditional
Categories:
Communication & MessagingSchedule TriggeredComplex WorkflowData Processing & Analysis
Integrations:
Schedule TriggerGoogleSheetsFilterSplitInBatchesLangChainGmailSticky Note

Target Audience

This workflow is ideal for businesses and marketers targeting customer retention and engagement. Specifically, it benefits:
- Customer Relationship Managers: Professionals looking to proactively manage churn risk among their customer base.
- Marketing Teams: Teams aiming to create personalized win-back offers to re-engage customers who have shown signs of disengagement.
- Data Analysts: Analysts who need to automate the process of identifying at-risk customers based on data from Google Sheets.
- Business Owners: Owners of small to medium enterprises who want to leverage automation to maintain customer loyalty and increase sales.

Problem Solved

This workflow addresses the challenge of customer churn by automating the identification and engagement of at-risk customers. It helps businesses:
- Identify High Churn Risk Customers: By analyzing the predicted_churn_score, it filters customers who are likely to disengage.
- Automate Communication: Sends tailored win-back offers via email, reducing manual effort and ensuring timely engagement.
- Log Activities: Keeps track of all actions taken, ensuring accountability and providing insights for future marketing strategies.

Workflow Steps

  • Scheduled Start: The workflow is triggered daily to check for potential churn risks.
    2. Fetch Customer Data: Retrieves customer data from a specified Google Sheet, ensuring up-to-date information.
    3. Filter Customers: Identifies customers with a predicted_churn_score greater than 0.7 and no previous campaign activity.
    4. Check for Eligible Customers: Determines if any customers meet the criteria for win-back offers.
    5. Process Eligible Customers: Loops through each eligible customer to generate personalized offers.
    6. Generate Win-Back Offer: Utilizes AI to create tailored offers based on customer data and preferences.
    7. Log Sent Offers: Records the action taken in a system log for tracking purposes.
    8. Send Email: Sends the generated win-back offer via email to the customer.
    9. Handle No Eligible Customers: If no customers are found, logs a 'NOT_FOUND' status to maintain a record of daily checks.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying the Google Sheets Document: Change the documentId or sheetName to pull data from different sheets or documents.
    - Adjusting Churn Score Thresholds: Tweak the filter conditions to modify the churn risk thresholds (e.g., changing the 0.7 threshold to a different value).
    - Customizing Offer Messages: Edit the message templates in the Generate Win-Back Offer node to align with branding or specific marketing campaigns.
    - Changing Email Settings: Update the Gmail credentials or recipient emails to target different customer segments or use different email accounts.
    - Adding Additional Filters: Include more conditions in the filtering step to refine the customer selection process based on other criteria.