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Renewal Probability Analyzer

by recued-core v1 action

Computes weighted renewal probability and generates AI retention plans for at-risk accounts.

How it works

Data fetch
▼ account account-reader
Fetch from reader
▼
Process (21 steps)
■ days_to_renewal date_diff
Calculate days between now and account contract end date
⚠ check_window guard
Stop if days to renewal is greater than
■ usage_w math
Calculate account product usage trend 90d times 1
■ nps_w math
Calculate account latest nps score times 10
■ ticket_penalty math
Calculate account support ticket count 90d times 10
■ ticket_w math
Calculate 100 minus ticket penalty
■ engagement_w math
Calculate 100 minus account days since last positive engagement
■ w_usage math
Calculate usage w times 0.35
■ w_nps math
Calculate nps w times 0.25
■ w_ticket math
Calculate ticket w times 0.2
■ w_engage math
Calculate engagement w times 0.2
■ prob_1 math
Calculate w usage plus w nps
■ prob_2 math
Calculate w ticket plus w engage
■ renewal_probability math
Calculate prob 1 plus prob 2
■ prob_low compare
Check if renewal probability is less than setting ai threshold
■ ai_ready all
Check if all conditions are true
■ hashed_account hash_replace
Anonymize sensitive fields for safe AI processing
✦ ai_retention_plan ai-prompt
AI generates a response from a custom prompt
skip: step.ai_ready equal false
■ restored_plan hash_restore
Restore anonymized fields back to real values
skip: step.ai_ready equal false
■ health_checklist to_checklist
Format results as an actionable checklist
■ metrics to_summary
Format results as a summary card
▼
Output
summary metrics
checklist health_checklist
ai_analysis restored_plan

Settings (2)

Configurable at install. Defaults shown — change anytime in the extension.

enable ai toggle = on
ai threshold number = 70

Tags

hubspotsalesforce renewalcustomer-successaccount-health

Details

22 steps 2 configurable settings recipe_id: analyze-renewal-probability-crm

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy analyze-renewal-probability-crm and paste it after pairing.