Automate Your SaaS Operations with AI Agents

Trial onboarding, churn alerts, support triage, and release comms. Describe the task in one sentence, the agent does it across your apps.

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AGENT

Kick off a personalized onboarding sequence the moment someone signs up

Re-engage trials that signed up but never activated

Flag every at-risk account before it becomes a churn

Triage new support tickets and route them to the right person

Write release notes from a list of shipped features

Flag every renewal coming up in the next 30 days

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Any SaaS Task. One Message. Done.

New signups, churning accounts, open tickets, release announcements. Tell the agent what you need and it works across your CRM, Slack, Gmail, your helpdesk, and 1,500+ apps.

Get Work Done With Simple Chat Messages

When a new trial signup appears in the 'New Signups' tab in Google Sheets, look up the company and role from their email domain and job title field. Draft a personalized welcome email via Gmail that names one specific feature relevant to their use case and includes a link to the relevant getting-started guide. Add the account to the 'Active Trials' tab in Google Sheets with signup date, company size, and assigned CSM. Post the new signup to the #new-trials channel in Slack with the company name and what use case they're likely after.||

3 new trial signups onboarded and logged. Slack updated.

New Trial Signups Onboarded

Status	Company	Role	Use Case Signal	Action
🟢 Emailed	Meridian Logistics	Head of Ops	Workflow automation	Onboarding email + ops guide sent
🟢 Emailed	Foxlane Studios	Product Manager	Task tracking & reporting	Onboarding email + PM guide sent
🟢 Emailed	Brightcove Analytics	Marketing Director	Campaign reporting	Onboarding email + marketing guide sent

Summary: All 3 signups emailed within 60 seconds, added to Active Trials sheet with CSM assignment. Posted to #new-trials in Slack.

👇 Here's what your team could do with a single message.

1.Kick off a personalized onboarding sequence the moment someone signs up

2.Re-engage trials that signed up but never activated

Pull every account in the 'Active Trials' tab in Google Sheets that signed up more than 3 days ago with zero activity logged (no logins, no setup steps completed). For each one, draft a short re-engagement email via Gmail that asks what got in the way and offers a 15-minute setup call with a booking link. Update the account status in Google Sheets to 'Re-engagement sent' and post a list of the dormant trials to the #customer-success channel in Slack.

3.Send a milestone email when a trial hits their first key action

Check the 'Trial Activity' tab in Google Sheets for any account that completed their first key action today (first integration connected, first report run, first workflow set up). For each one, send a congratulations email via Gmail naming the specific action they took and suggesting the next logical step. Update their trial status in Google Sheets and post the milestone to the #new-trials channel in Slack so the team sees the momentum.

4.Brief the CSM on every new trial in their queue each morning

Pull every trial assigned to each CSM from the 'Active Trials' tab in Google Sheets. For each CSM, build a morning briefing with their open trials, the days remaining in each trial, last activity, and any trial ending in the next 48 hours that needs a call booked. Send each CSM their briefing via Gmail and post a summary of trials expiring this week to the #customer-success channel in Slack.

1.Flag every at-risk account before it becomes a churn

Pull the 'Account Health' tab in Google Sheets and find every account where usage dropped more than 30% week over week, support tickets spiked, or last login was over 14 days ago. For each flagged account, draft a personal check-in email via Gmail from the assigned CSM asking what's going on and offering a call. Update the health status in Google Sheets to 'At Risk' and post the full at-risk list to the #churn-risk channel in Slack so the team can prioritize calls.

2.Build a QBR summary for an account in minutes

Pull the account's usage data, support ticket history, and feature adoption from Google Sheets. Write a QBR summary document in Google Docs covering product usage trends, key wins from the quarter, any open issues, and three expansion opportunities based on their usage patterns. Email the draft to the CSM via Gmail for review and add the QBR date to Google Calendar.

3.Find accounts ready for an upsell conversation

Scan the 'Account Health' tab in Google Sheets for accounts on a starter plan where usage has hit 80% of their plan limits in the last 30 days, or where the number of active users has grown 20% or more. For each qualifying account, flag the upsell opportunity in your CRM with a note on what they're bumping against and draft a tailored expansion email via Gmail for the CSM to review.

4.Send a win-back campaign to churned accounts after 60 days

Pull every account in Google Sheets that churned 60 days ago. Research each one to see if there are any new features launched since they left that match why they churned (look this up in the product changelog in Notion). Draft a personalized win-back email via Gmail referencing the specific gap that's now fixed and offering a free 14-day re-trial. Log the outreach in Google Sheets and post the campaign summary to the #churn-risk channel in Slack.

1.Triage new support tickets and route them to the right person

Check your helpdesk for new tickets submitted in the last hour. For each ticket, categorize it as bug report, feature request, billing issue, or how-to question. Assign it to the right team member based on the category and the account tier in Google Sheets. For any bug report from a paying account, post it immediately to the #bugs channel in Slack with the account name, plan, and the full issue description so nothing sits in a queue.

2.Surface the bugs getting reported most this week

Pull all bug-related tickets from your helpdesk submitted in the last 7 days. Group them by the feature or area they relate to, count how many reports each issue has, and identify any that affected accounts on paid plans. Build a ranked bug frequency summary in Google Docs and post the top 5 to the #bugs channel in Slack so engineering can see what's burning the most.

3.Send a proactive update to every customer affected by an ongoing issue

Given a known bug or outage, pull every account in Google Sheets that uses the affected feature. Draft a proactive email via Gmail letting them know the team is aware of the issue, what they can do in the meantime, and when to expect a fix. Update each account record in Google Sheets with the communication date so the CS team knows who's been reached out to.

4.Close out resolved tickets with a follow-up and review ask

Check your helpdesk for tickets that were marked resolved today. For each one, send the customer a follow-up email via Gmail confirming the fix, summarizing what was done, and asking if the issue is fully resolved. For accounts on paid plans, include a short satisfaction survey link. Log the follow-up in Google Sheets and add a review request link for accounts that had a positive support experience.

1.Write release notes from a list of shipped features

Take the list of shipped features and bug fixes from the 'Sprint Completed' tab in Google Sheets or from Notion. Write polished release notes in two versions: a customer-facing changelog post for your docs site in Google Docs that explains each change in plain English, and a shorter internal summary for Slack. Post the internal summary to the #product channel in Slack and email the full customer version to the product team via Gmail for a final sign-off before publishing.

2.Build the weekly sprint status report for leadership

Pull the sprint board data from Notion or Jira, including completed tasks, in-progress items, and blockers. Build a weekly status report in Google Docs that summarizes what shipped, what's still in flight, what got pushed to the next sprint, and any risks. Post a summary to the #product channel in Slack and email the full report to the leadership team via Gmail.

3.Summarize yesterday's standup updates into a single digest

Pull the standup messages posted to the engineering standup channel in Slack from yesterday. Group the updates by person, extract the key items from each (what was done, what is next, any blockers), and post a clean digest to the #standup-summary channel in Slack. Flag any blockers mentioned more than once as needing a resolution thread.

4.Alert the team the moment a critical bug comes in from a key account

Check new support tickets in your helpdesk for any marked 'critical' or 'high severity' from accounts in the 'Enterprise Accounts' tab in Google Sheets. For each one, post an immediate alert to the #critical-bugs channel in Slack with the account name, annual contract value from Google Sheets, the issue description, and the ticket link. Create a task in Notion to track the resolution and assign it to the on-call engineer.

1.Flag every renewal coming up in the next 30 days

Pull every account in Google Sheets with a renewal date in the next 30 days. For each one, check the account health score, usage trend, and open support tickets. Flag any renewal with low health or declining usage as at-risk in your CRM. Draft a personalized renewal outreach email for each account via Gmail, lead with their key usage wins from the year, and book a renewal call in Google Calendar for the account's CSM.

2.Catch failed payments before the account gets locked out

Check your billing tool for any failed payment attempts or expired cards updated in the last 24 hours. For each affected account, send a direct email via Gmail with a link to update their billing details and a short note about what happens if it isn't resolved in 7 days. Update the account status in Google Sheets to 'Billing Issue' and post a summary of all failing accounts to the #revenue-ops channel in Slack.

3.Pull a monthly revenue summary across plan tiers

Pull account data from Google Sheets segmented by plan tier. Calculate MRR by tier, total new MRR from upgrades this month, churned MRR, and net new MRR. Build a clean monthly revenue summary in Google Docs and post the headline numbers to the #revenue-ops channel in Slack for the leadership team to see on the first of each month.

1.Turn a feature launch into a full announcement package

Given a feature name and a short brief, write the full launch announcement package: a blog post draft in Google Docs, a short-form version for social, an email announcement for your user base, and an in-app notification message. Save each version to Google Docs and email the full package to the marketing team via Gmail for review.

2.Research what competitors just shipped and summarize the changes

Search the web for recent product update announcements and changelogs from the three competitors listed in Google Sheets. Extract any new features, pricing changes, or positioning updates. Build a competitor update summary in Google Docs with a table of what changed, why it matters, and any product or messaging implications for us. Post the key findings to the #competitive-intel channel in Slack.

3.Ask your happiest customers for a G2 or Capterra review

Pull accounts from Google Sheets that have been active for over 90 days, have a health score above 80, and have never left a review. For each one, send a personal email via Gmail from the CSM or founder thanking them for being a customer and asking if they'd be willing to leave a review, with a direct link to your G2 or Capterra page. Log the ask in Google Sheets and update the record once a review comes in.

4.Build a weekly content performance summary from your blog and socials

Pull this week's content performance data from Google Sheets (blog posts, LinkedIn, newsletter open rates). Identify the top-performing post in each channel by engagement and the ones that underperformed. Build a weekly content digest in Google Docs summarizing the wins, the lessons, and what to repeat next week. Post a quick summary to the #marketing channel in Slack.

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Set It Once. Your SaaS Ops Run Themselves.

Trial onboarding, churn signals, ticket routing, renewal alerts, and release comms. Running on schedule or the moment something happens in your stack, whether you're in a sprint or asleep.

Automate recurring processes in 30 seconds.

Onboard every new trial signup the moment they appear

When this happens...

App

Google Sheets

When

When a new row is added to the New Signups sheet

Then do this...

👇 No workflow builder. Set it up in plain English.

Onboard every new trial signup the moment they appear

When a new row is added to the New Signups sheet

When a new trial signup appears in the 'New Signups' tab in Google Sheets, look up the company and role from their email domain and job title. Draft a personalized welcome email via Gmail that names one specific feature relevant to their use case with a getting-started guide link. Add the account to the 'Active Trials' tab in Google Sheets with signup date, company size, and assigned CSM. Post the new signup to the #new-trials channel in Slack.

Alert the team the moment a critical support ticket lands

When a new high-severity ticket is created in your helpdesk

When a ticket tagged 'critical' or 'high severity' appears in your helpdesk, check the account name against the 'Paying Accounts' tab in Google Sheets to get their plan and contract value. Post an alert to the #critical-bugs channel in Slack with the account name, plan tier, ACV, the issue description, and the ticket link. Create a tracking task in Notion and assign it to the on-call engineer.

Flag at-risk accounts every morning before the CS team starts

Every weekday at 07:30 AM

Pull the 'Account Health' tab in Google Sheets. Find any account where usage dropped more than 25% week over week, last login was over 10 days ago, or a ticket has been open and unresolved for more than 5 days. Update each flagged account to 'At Risk' in Google Sheets and post the full list to the #churn-risk channel in Slack with the account name, plan, and the specific signal that triggered the flag.

Re-engage dormant trials before their window closes

Every day at 08:00 AM

Check the 'Active Trials' tab in Google Sheets for any trial with zero activity logged in the last 4 days and more than 2 days remaining. For each one, send a short re-engagement email via Gmail offering a 15-minute setup call and a booking link. Update their status in Google Sheets to 'Re-engaged' and post the list of dormant trials to the #new-trials channel in Slack.

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SaaS Playbooks Anyone on Your Team Can Run

Trial-to-paid conversion, churn saves, launch announcements, QBRs, renewal sequences. Same process, same quality, every single time, no matter who runs it.

Complete repetitive processes in clicks

Onboard a new trial and set their first week in motion

1. New Trial Details

New Trial Details

Fill fields below 👇

User Name *

Company *

Email *

What They Signed Up to Solve *

Company Size (approximate)

2. Research Company and Draft Welcome Email

Agent

Look up Company to understand what they do and their likely use case. Given that User Name signed up to solve What They Signed Up to Solve, pick the most relevant getting-started guide from our docs. Draft a warm, personalized welcome email to Email that names one specific feature that addresses their use case, links to the relevant guide, and invites them to book a quick setup call. Also determine if Company Size (approximate) is over 50 employees, which would flag this account for a high-touch onboarding call.

3. Log the Account in Google Sheets

Add Row to SheetinGoogle Sheets

4. Send the Welcome Email

Send EmailinGmail

5. Create a Follow-Up Reminder

Create EventinGoogle Calendar

6. Post High-Touch Flag to Slack (if applicable)

Post MessageinSlack

👇 See use cases.

1.Onboard a new trial and set their first week in motion

How this Playbook works?

Enter the new user's name, company, email, and what they signed up to solve. The agent looks up the company for context, picks the most relevant getting-started guide, and drafts a personalized welcome email. It adds the account to the Active Trials tab in Google Sheets with signup date and assigned CSM, sends the welcome email via Gmail, and creates a 3-day follow-up task in Google Calendar. If the account is from a company with more than 50 employees, it also posts a note to the #new-trials channel in Slack flagging the account for a higher-touch onboarding call.

2.Run a churn-save conversation for an at-risk account

How this Playbook works?

Enter the account name and the signal that triggered the at-risk flag. The agent pulls the account's full history from Google Sheets: usage trend over the last 90 days, open support tickets, plan tier, and the CSM who owns them. It drafts a save plan with talking points for the CSM to use in a call, a personal check-in email from the CSM to send before the call, and a proposed offer or next step based on the risk signal. It logs the save attempt in Google Sheets, drafts and sends the email via Gmail, and creates a calendar reminder for the CSM to follow up in 3 days if no response.

3.Prepare a QBR for an enterprise account

How this Playbook works?

Enter the account name and the QBR date. The agent pulls the account's usage data, feature adoption, support history, and active users from Google Sheets, and the account notes from your CRM. It writes a full QBR document in Google Docs covering: usage trends quarter over quarter, key wins and ROI signals, any open issues and their resolution status, three expansion opportunities based on their usage, and a proposed roadmap for the next quarter. It emails the draft to the CSM via Gmail for review and adds the QBR to Google Calendar with a prep reminder 2 days before.

4.Launch a new feature with a full announcement package

How this Playbook works?

Enter the feature name, a one-paragraph brief of what it does and who it's for, and the launch date. The agent writes the full announcement package: a customer-facing blog post draft in Google Docs, a shorter email announcement for the user base, a social post, and an in-app notification message. It saves each version to Google Docs, creates a launch checklist in Notion with every piece and its owner, and emails the package to the marketing team via Gmail with the launch date for review and scheduling.

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Describe any SaaS task in one sentence. The agent does it across your apps.

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