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.
Agent snapshot
Built for software saas work, not a generic template.
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template uses
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catalog view
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integrations used
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labels matched
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.
Workflow brief
Where Churn Theme Analyst fits in a software saas automation system
Churn Theme Analyst is designed for a specific recurring job: 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. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Slack, HubSpot, and Google Docs as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Compute the lookback window from the configured number of days and last successful run
Read messages from the alerts channel and extract company name, ARR, and stated reason from each entry
For each company, query the CRM to confirm ARR and pull the structured churn reason field if available
Apply the ARR thresholds to label each account Enterprise, Mid-Market, or SMB
Cluster reasons into themes using prior themes as a stable taxonomy when possible
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
Connected in this agent
HubSpot
Connected in this agent
Google Docs
Connected in this agent
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Plans start at €20/mo