Automate customer retention with AI risk prediction, Stripe coupons & personalized Gmail
# Predict churn risk from customer data and send retention emails via OpenAI
## 👥 Who’s it for
This workflow is designed for **Customer Success Managers**, **Growth Teams**, and **SaaS Business Owners** who want to proactively reduce churn using AI. It automates the analysis of customer health and the delivery of personalized retention offers without manual intervention.
## 🚀 What it does
This template acts as an intelligent retention system that connects your data, AI, and communication channels.
1. **Aggregates Data:** Pulls customer profiles from your **CRM**, support ticket history via API, and product usage logs from **PostgreSQL**.
2. **Predicts Risk:** Uses **OpenAI** to analyze the combined data and calculate a "Churn Risk Score" for each customer.
3. **Automates Action:** For customers identified as high-risk (score > 0.7):
- Generates a unique, dynamic discount coupon via **Stripe**.
- Drafts a highly personalized retention email using OpenAI.
- Sends the email via **Gmail**.
4. **Tracks Effectiveness:** Logs all actions to **Google Sheets**. It also checks back (via **SendGrid** and CRM data) to track email opens and verify if the customer was retained after 30 days.
## ⚙️ How to set up
1. **Prepare Google Sheet:** Create a sheet with columns for `customer_id`, `risk_score`, `offer_type`, `email_status`, and `retention_result`.
2. **Configure Credentials:** Set up your credentials for OpenAI, Stripe, Gmail, Google Sheets, SendGrid, and PostgreSQL.
3. **API Endpoints:** Update the **HTTP Request** nodes to point to your specific CRM and Support tool APIs (replace the placeholder URLs).
4. **Customize Logic:**
- In the **Postgres node**, adjust the SQL query to match your product's event table.
- In the **Code node** (Offer Decision), define your rules for discounts (e.g., "Give 20% off if MRR > $10k").
5. **Activate:** The workflow is set to run daily at 3:00 AM. Toggle the **Schedule Trigger** to `Active` when ready.
## 📦 Requirements
- **n8n** (v1.0 or later)
- **OpenAI** API Key
- **Google Workspace** (Gmail, Sheets)
- **Stripe** Account (for coupon generation)
- **SendGrid** Account (for email tracking)
- **PostgreSQL** (or similar database)
- Access to CRM and Support Tool APIs
## 🎨 How to customize the workflow
- **Adjust the AI Prompt:** Edit the **OpenAI node** system message to match your brand's tone of voice.
- **Change the Threshold:** Modify the **If node** to target customers with a risk score higher or lower than 0.7.
- **Internal Alerts:** Instead of emailing the customer directly, replace the **Gmail node** with a **Slack node** to notify your CSM team to reach out manually.
- **Swap Database:** If you use MySQL or Snowflake, simply replace the PostgreSQL node with the corresponding n8n node.
