Software Saas Operations

Churn Theme Analyst

A reporting analyst that turns raw churn alerts into an executive-ready weekly readout. It reads loss notifications from your alerts channel, looks up each departing account in your CRM to pull ARR and stated loss reason, segments by Enterprise vs SMB, clusters reasons into themes, and ranks them by lost ARR. The agent dedupes against prior weeks so the same account never inflates two digests, tracks week-over-week direction on each theme, and delivers a structured summary with totals, top themes, and the account list to your Slack channel of choice.

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Built for software saas work, not a generic template.

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Software Saas Operations

Sample input

Build an agent to churn Theme Analyst. Use Slack, HubSpot, and Google Docs. Focus on operations. Return a ready-to-review result after each run.

Sample output

Every Monday, scans the past 7 days of #churn-notifications in Slack, enriches each loss with ARR and reason from HubSpot, segments Enterprise vs SMB, and posts a ranked themes digest back to Slack.

What this agent automates

This run includes 8 concrete steps from the published agent data.

Signal 1 · 1

Compute the lookback window from the configured number of days and last successful run

Signal 2 · 2

Read messages from the alerts channel and extract company name, ARR, and stated reason from each entry

Signal 3 · 3

For each company, query the CRM to confirm ARR and pull the structured churn reason field if available

Signal 4 · 4

Apply the ARR thresholds to label each account Enterprise, Mid-Market, or SMB

Signal 5 · 5

Cluster reasons into themes using prior themes as a stable taxonomy when possible

Signal 6 · 6

Calculate totals, segment splits, top themes by lost ARR, and week-over-week deltas

Integrations used

Churn Theme Analyst connects Slack, HubSpot, and Google Docs.

Slack

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HubSpot

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Google Docs

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Plans start at €20/mo