Customer Renewal Intelligence Agent
AI-powered weekly renewal intelligence — 5-dimension scoring with personalized outreach drafts for customers approaching renewal across Stripe + Pipedrive.
AI-powered weekly customer renewal intelligence using the primary reasoning model — scores customers across 5 weighted dimensions (billing health, engagement depth, expansion signals, risk flags, renewal readiness), classifies as EXPAND/RENEW/AT_RISK/CHURN_LIKELY, generates personalized outreach drafts for EXPAND and AT_RISK accounts via Gmail, and delivers a Slack renewal dashboard. Cross-platform Stripe + Pipedrive intelligence. 28-node n8n workflow with 5 AI agents, Blueprint Quality Standard (BQS) 12/12 certified. We designed this after a CS team lost a renewal because nobody noticed the champion had left the company two months earlier. The agent monitors renewal risk signals across usage, engagement, and stakeholder changes.
Last updated March 19, 2026
Customer churn costs 5-25x more than retention, yet most companies detect churn risk only after the customer has already decided to leave. NPS scores, support ticket patterns, usage frequency, and engagement signals are available months before cancellation. Automated health scoring turns those signals into intervention triggers.
Five Agents. Weekly Renewal Scoring. Personalized Outreach Drafts.
Step 1 — The Fetcher
Code-only
Retrieves customer data from Stripe (subscription status, billing history, payment patterns, MRR, plan tier) and Pipedrive (deal history, activity recency, contact engagement, support interactions). Identifies customers within the configurable renewal window and assembles a unified customer profile for scoring.
Step 2 — The Assembler
Code-only
What does The Assembler actually decide? Computes 5 renewal intelligence dimensions: billing_health (25%) — payment consistency and dunning history, engagement_depth (25%) — login frequency, feature usage, support ticket trends, expansion_signals (20%) — usage growth, seat additions, plan upgrade inquiries, risk_flags (20%) — payment failures, support escalations, usage decline, renewal_readiness (10%) — contract alignment and stakeholder responsiveness.
Step 3 — The Analyst
Tier 2 Classification
This step exists because raw data alone is not enough. Classifies each customer into a Renewal Readiness Score tier: EXPAND (≥8) — upsell candidates, RENEW (6-7) — standard renewal, AT_RISK (4-5) — needs CS intervention, CHURN_LIKELY (<4) — urgent save required. Generates per-customer renewal strategy recommendations with specific talking points.
Step 4 — The Writer
Tier 3 Creative
The output here feeds everything downstream. Generates personalized outreach email drafts for each customer based on their RRS tier. EXPAND customers get upsell proposals, RENEW gets value reinforcement, AT_RISK gets proactive check-in, CHURN_LIKELY gets executive attention templates. Each draft references specific account data and recommended actions.
Step 5 — The Formatter
Code-only
Without this step, upstream analysis sits idle. Creates Gmail draft emails for each customer requiring outreach and posts a weekly Slack summary with renewal pipeline health: customer count by tier, total MRR at risk, top 5 accounts needing immediate attention, and week-over-week tier movement.The scorer ignored an optional hint field. Adding 4 lines of explicit scoring rules — what the field represents, how it affects threshold — fixed scores immediately.
That's the full pipeline. Here's what it intentionally does NOT do — and why those boundaries exist.
What It Does NOT Do
Does not modify Stripe subscriptions or Pipedrive records — read-only analysis with email drafts as output
Does not automate renewal processing — it identifies risks and generates outreach for human follow-through
Does not replace CS platforms like Gainsight — it adds renewal intelligence to your existing Stripe + CRM stack
Does not predict exact churn dates — it scores current renewal health for prioritized CS attention
Does not handle contract negotiation — focused on pre-renewal intelligence and outreach generation
With those boundaries clear, here's everything that ships when you purchase.
The Complete Customer Success Bundle
7 files.
The technical specifications below are ITP-measured, not estimated.
Tested. Measured. Documented.
Weekly renewal intelligence with 5-dimension scoring, 4-tier readiness classification, and personalized outreach drafts from Stripe + Pipedrive data delivered via Gmail and Slack.
Tested on n8n v2.7.5, March 2026
Customer Renewal Intelligence Agent v1.0.0──────────────────────────────────────────Nodes: 28 main + 3 scheduler (31 total)Agents: 5 (Fetcher, Assembler, Analyst, Writer, Formatter)LLM Calls: 2 per run (Analyst + Writer)Model: Opus 4.6 (SINGLE-MODEL)Trigger: Schedule (weekly Monday 8:00 UTC) + WebhookPattern: BATCH (weekly renewal intelligence)Tool A: Stripe (API Key) — subscriptions, invoices, payment historyTool B: Pipedrive (API Token) — contacts, deals, activitiesTool C: Gmail (OAuth2) — renewal outreach draftsTool D: Slack (httpHeaderAuth) — weekly renewal summaryITP: 20/20 records, all milestones PASSBQS: 12/12 PASSCost: $0.25 per run
What You'll Need
Platform
n8n 2.7.5+
Est. Monthly API Cost
Weekly cost ~$0.25/run (~$1.00/month)
Credentials Required
- ▪Anthropic API
- ▪Stripe (API Key)
- ▪Pipedrive (API Token)
- ▪Gmail (OAuth2)
- ▪Slack (Bot Token, httpHeaderAuth Bearer, chat:write)
Services
- ▪Stripe with active subscriptions
- ▪Pipedrive CRM with customer contacts
- ▪Anthropic API key
- ▪Gmail account
- ▪Slack workspace (Bot Token with chat:write)
Setup Track
Quick Start
~15 min
All credentials live, n8n running
Full Setup
1–2 hrs
Needs API config + tables
From Scratch
2–4 hrs
No n8n, no credentials
Customer Renewal Intelligence Agent v1.0.0
$249
one-time purchase
What you get:
- ✓ITP-tested n8n workflow (28 nodes + 3-node scheduler)
- ✓5-dimension renewal intelligence scoring (billing_health, engagement_depth, expansion_signals, risk_flags, renewal_readiness)
- ✓4-tier Renewal Readiness Score (EXPAND ≥8, RENEW 6-7, AT_RISK 4-5, CHURN_LIKELY <4)
- ✓Personalized outreach drafts per RRS tier with account-specific context
- ✓Cross-system customer profile from Stripe + Pipedrive
- ✓Gmail draft creation with tier-appropriate messaging
- ✓Weekly Slack summary with MRR at risk and tier distribution
- ✓Configurable: renewal window, expansion/risk/churn thresholds, draft mode
- ✓Full technical documentation and system prompts
Frequently Asked Questions
How does it combine Stripe and Pipedrive data?+
The Fetcher matches customers across Stripe (by email/customer ID) and Pipedrive (by contact email/organization). Stripe provides billing health signals — payment patterns, dunning history, MRR. Pipedrive provides engagement signals — activity recency, deal history, support interactions.
What is the Renewal Readiness Score?+
A weighted composite score (0-10) across 5 dimensions. EXPAND (≥8) means the customer shows expansion signals — growing usage, seat additions, upgrade inquiries. RENEW (6-7) means standard health.
Can I use this without Stripe?+
The workflow requires both Stripe and Pipedrive. Stripe provides billing health data that cannot be approximated from CRM data alone. If you use a different billing system, the workflow JSON would need modification to replace the Stripe API calls.
Is there a refund policy?+
All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions?
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