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Client Health·n8n workflow

Churn Risk Detection

Weekly scan for at-risk clients: low engagement, payment delays, negative sentiment, scope reductions — catch them before they leave.

Inside this workflow

WeeklyWeeklyFetch Client ActivityFetch Client ActivityFlag At-Risk ClientsFlag At-Risk ClientsAlert Success TeamAlert Success Team

Overview

**What it automates:** Weekly trigger → fetch client activity (emails, calls, meetings) → OpenAI scores churn risk (0-100) and flags indicators (silent 14+ days, late payment, negative sentiment) → ranks by risk → Slack alert. **Business outcome:** Churn is losing money twice: lost revenue + re-acquisition cost. Early detection lets you intervene (check-in, discount offer, escalation) and save deals. **Apps & nodes:** Schedule (weekly), CRM API or email fetch, OpenAI (risk scoring), Slack (alerts) **Setup (4 steps):** 1. Connect CRM or email source 2. Add OpenAI API key 3. Define risk indicators (silence threshold, payment terms, sentiment keywords) 4. Connect Slack **Difficulty:** Intermediate (15 min setup) | **Credentials:** CRM or email API, OpenAI, Slack

What's included

Importable n8n workflow (JSON)
Real, wired nodes — trigger, logic, and actions
Setup notes: which credentials to connect
Free updates when the workflow changes
Commercial-use license — keep and customize
Email support if you get stuck

Quickstart

  1. 01

    Download the JSON

    With an active Library Pass, download the workflow file right from this page or your dashboard.

  2. 02

    Import into n8n

    Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

  3. 03

    Plug in credentials

    Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

  4. 04

    Activate and test

    Run once with sample input, confirm the expected output, then flip the activate toggle.

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