Winning back leaving customers — every day, on its own

Every day the scenario finds customers on the verge of leaving, writes each a personal offer and sends it by email.

  • The at-risk group is picked automatically, daily
  • A personal offer for each customer
  • Sent by email automatically
  • Repeats aren't duplicated
Google Sheets
Set it up for yourselfScriptera

How it works

To connect Microsoft Outlook and Google Sheets, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Scheduled Start: Daily Churn Check
  2. Then: Fetch Customer Data from Sheet
  3. Check: Filter High Churn Risk & No Campaign Customers
  4. Check: Check if Eligible Customers Found
  5. If yes: Process Each Eligible Customer
  6. Then: Generate Win-Back Offer
  7. Then: Log Sent Offer in System Log
  8. Then: Send Win-Back Offer via Email
  9. If no: Set 'Not Found' Status
  10. Then: Log 'Not Found' in System Log
  11. Then: (LLM Model for Offer Generation)
  12. Then: (Parse Offer JSON)

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

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