Library / CRM & Sales Pipeline
CRM & Sales Pipeline
Daily Churn Check with Gemini Emails to At-Risk Customers
Every day, it reads customer data from Google Sheets, finds high churn-risk customers without a campaign and has Gemini write retention emails sent through Gmail.
What it does
# Scheduletrigger Workflow ## Overview Automated workflow: Scheduletrigger Workflow. This workflow integrates 12 different services: filter, stickyNote, scheduleTrigger, lmChatGoogleGemini, chainLlm. It contains 21 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 21 - Node Types: 12 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Scheduled Start: Daily Churn Check: scheduleTrigger - Fetch Customer Data from Sheet: googleSheets - Filter High Churn Risk & No Campaign Customers: filter - Check if Eligible Customers Found: if - Process Each Eligible Customer: splitInBatches - Generate Win-Back Offer: chainLlm - (LLM Model for Offer Generation): lmChatGoogleGemini - (Parse Offer JSON): outputParserStructured - Log Sent Offer in System Log: googleSheets - Send Win-Back Offer via Email: gmail - ... and 11 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible
The steps
- Scheduled Start: Daily Churn Check
- Fetch Customer Data from Sheet
- Filter High Churn Risk & No Campaign Customers
- Check if Eligible Customers Found
- Process Each Eligible Customer
- Generate Win-Back Offer
- (LLM Model for Offer Generation)
- (Parse Offer JSON)
- Log Sent Offer in System Log
- Send Win-Back Offer via Email
- Set 'Not Found' Status
- Log 'Not Found' in System Log
- Error Handler for 8f52666a
- Error Handler for b89954e9
17 steps in total.
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