Monitor your customers’ subscription changes.

Overview

This template uses AI to generate summaries for your customer subscription changes and keeps you updated on Slack. Whether it’s an upgrade or downgrade, your team will always know and have time to respond when needed.

Prerequisites

We have put together a list of prerequisites that are recommended for this workflow. This will be different depending on your usage, but you can use it for reference.

• A Workspaces object chosen that includes:

  • Subscription Status status attribute

• Slack integration

How to use this template

Once opened, you will see a series of connecting blocks.

1. The Attribute Updated block will be activated every time you update the status attribute of your Workspace records. To make sure this is set up correctly, we will need to select the Workspaces object and the attribute used to track an account’s subscription status.

2. The Summarize Record block is where AI comes in. Like using ChatGPT, you simply put a prompt to generate your response. Since we are focusing on summarizing subscription changes, we would tell AI what attributes to outline. As an example:

   Subscription State Changed
   Previous subscription state was: {Previous Value} 
   New subscription state is: {New Value}
   
   Write a summary in the following format: 
   Action: Downgrade || Upgrade Summary: “One short sentence”

3. The Post Message to Slack block sends the response AI generates to your designated Slack channel. Make sure you send the correct summary by putting a {Summary} variable for the message input.