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Sales, Marketing & SupportAny

Flag churn and expansion signals and draft support replies

Healthie's Zapier agent checks CRM and support tools weekly for churn or expansion signals and posts a summary in Slack; Erewhon drafts personalized support replies.

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Time saved
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Setup time
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Running cost
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Cost range
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Use case overview

Healthie's Zapier agent checks CRM and support tools weekly for churn or expansion signals and posts a summary in Slack; Erewhon drafts personalized support replies.

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Reported experience

  1. What they did

    Healthie built a Zapier agent that checks Salesforce, HubSpot, Vitally and Help Scout every Monday for early churn or expansion signals. It posts a prioritized Slack summary for support and product leads to act on. Erewhon chained Help Scout, ChatGPT, a vector store and BigQuery. The workflow checks the customer's membership profile and drafts a policy-grounded reply. A second agent grades each draft against the final human reply.

  2. How it went

    Erewhon says 70% of drafts go out unchanged, saving about 1,500 labor hours a year across 10 stores. The article gives no outcome numbers for Healthie's churn agent.

  3. Worth knowing

    Erewhon added a second agent that scores how much humans edit each draft, which gives you a running quality check on the drafts.

Example prompts

Try with Zapier Agents
Build a Zapier Agent that runs every [Monday] and reviews [my CRM] and [my support tool] for accounts showing churn signals like [drop in usage, unresolved tickets, cancellation questions] or expansion signals like [new seats, feature requests]. Post a short summary in [Slack channel] listing each account, the signal, and why. Separately, draft personalized replies to open support tickets, saved as drafts only and never sent without my approval. You're done when one run produces the Slack summary and drafts.

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