Churn Risk Alert Agent

Overview

This n8n workflow monitors your customer accounts for churn risk signals and automatically alerts your Customer Success team when accounts need attention. It runs on a schedule, pulls data from your CRM and support platform, calculates a risk score, and sends alerts via Slack.

Prerequisites

Before setting up this template, you'll need:

• n8n instance (self-hosted or n8n Cloud)
• CRM access — Salesforce or HubSpot API credentials
• Support platform — Zendesk API key (or equivalent)
• Product analytics — API access to your usage/analytics platform
• Slack workspace — Bot token with permission to post to channels

Setup Guide

Step 1: Import the Workflow

1. Open your n8n instance

2. Go to Workflows → Import from File

3. Upload the workflow.json file

4. The workflow will appear in your workflow list

Step 2: Configure Credentials

1. CRM (Salesforce/HubSpot): Go to n8n Settings → Credentials → Add Salesforce OAuth2 or HubSpot API credentials

2. Zendesk: Add your Zendesk API credentials (subdomain + API token)

3. Slack: Create a Slack app, add bot token, and configure the Slack credential in n8n

Step 3: Update API Endpoints

Open each HTTP Request node and replace the placeholder URLs with your actual API endpoints:

• Fetch Accounts from CRM — Your CRM's account list endpoint
• Fetch Support Tickets — Your support platform's ticket search endpoint
• Fetch Usage Metrics — Your product analytics API

Step 4: Customize Risk Scoring

Open the Calculate Risk Score code node and adjust:

• Usage decline threshold (default: -20%)
• Support ticket threshold (default: 5 tickets/30 days)
• NPS threshold (default: below 6)
• Renewal window (default: 90 days)
• Weight of each factor (default: 10-30 points each)

Step 5: Configure Slack Channel

Update the Send Slack Alert node with your preferred channel (default: #cs-alerts).

Step 6: Set the Schedule

The default schedule runs every 6 hours. Adjust the Schedule Trigger node to your preference (e.g., daily at 9 AM).

Step 7: Activate

Toggle the workflow to Active and monitor the first few runs.

Configuration Options

Setting

Default

Description

Schedule	Every 6 hours	How often the risk scan runs
Risk threshold	30	Minimum score to trigger an alert
Usage decline %	-20%	Usage drop that adds risk points
Ticket threshold	5	Support tickets in 30 days
NPS threshold	6	NPS score below this adds risk
Renewal window	90 days	Days before renewal to flag

How to Customize

Add new risk signals

Edit the Calculate Risk Score node to add new factors. For example:

• Login frequency drop — Check if key users haven't logged in recently
• Feature adoption — Flag accounts not using key features
• Executive sponsor change — Detect changes in decision-makers

Customize alert format

Edit the Send Slack Alert node message template to match your team's preferences. You can add action buttons, thread replies, or route to different channels based on risk level.

Add email notifications

Duplicate the Slack node and add an email node for CSMs who prefer email alerts. Use the csm_email field to route to the right person.

Integrate with your CS platform

Add an HTTP Request node to push risk scores back to Gainsight, Totango, ChurnZero, or your CS platform of choice.