Customer churn prediction from deals and tickets

The scenario consolidates deals and customer tickets, the AI scores each one's churn risk and emails you a scored list.

  • Churn risk per customer
  • AI reviews history and sentiment
  • Deals and tickets in one place
  • A scored report to your inbox
WebhookMCP Client ToolGoogle Sheets Tool
Set it upScriptera

How it works

To connect Copper and Microsoft Excel 365, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Manual Trigger: Run Churn Analysis
  2. Then: HubSpot: Get All Deals
  3. Check: Start Loop: For Each Deal
  4. Then: Set: Isolate Current Deal ID Export to Sheets
  5. Then: AI Agent: Gather Customer Data
  6. Then: Code: Group Feature Data by Name
  7. Then: AI Chain: Analyze for Churn Risk
  8. Then: Format: Convert Alert to HTML
  9. Then: Email: Send Churn Alert Export to Sheets
  10. Starts when: Trigger: Receive Tickets for Scoring
  11. Then: Code: Format Tickets for Analysis
  12. Then: Loop: For Each Ticket
  13. Then: AI: Analyze Ticket Sentiment
  14. Check: Merge: Consolidate Results
  15. Then: Code: Convert Sentiment to Score
  16. Then: Code: Sum All Ticket Scores
  17. Starts when: Respond: Return Total Score Export to Sheets
  18. Then: Config: Set LLM for Agent & Chains
  19. Then: Tool: Get HubSpot Data
  20. Then: Tool: Calculate Sentiment Score
  21. Then: Tool: Get Feature Usage from Sheets
  22. Then: AI: Structure Agent's Findings Export to Sheets
  23. Then: AI: Structure Alert Email

You can launch this Copper + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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