Monthly Renewal Risk Scan for CSM Team

On the first of every month, automatically scan all customer accounts with renewals in the next 90 days and generate a risk score and recommended action for each. CSMs get their at-risk accounts surfaced proactively instead of discovering them two weeks before renewal.

Trigger: Scheduled (1st of every month)

Steps:

1. Query CRM for all customer accounts with renewal date within 90 days
2. For each account: pull ARR, last activity date, open support tickets, NPS score if available, product usage trend
3. Send to AI API: "Score this account's renewal risk 1-10 and give the single most important action to take in the next 30 days"
4. Parse response into: Risk Score, Risk Level (Red/Yellow/Green), Recommended Action
5. Create a CRM task for each Red and Yellow account assigned to the CSM
6. Send CSM a Slack DM: "Monthly renewal scan complete. [X] Red accounts, [Y] Yellow. Review your tasks."

Tools: Zapier or Power Automate, Claude API, HubSpot or Salesforce, Slack or Teams