Who it’s for
Built for Customer Success and Account Management teams focused on proactive retention. This workflow helps you automatically identify at-risk customers – before they churn – by combining CRM, usage, and sentiment data into one actionable alert.
What it does
This end-to-end workflow continuously monitors customer health by consolidating data from HubSpot and Google Sheets.
Here’s how it works:
- Fetch deals from HubSpot.
- Collect context — linked support tickets and feature usage from a Google Sheet.
- Run sentiment analysis on the tickets to generate a customer health score.
- Evaluate risk — an AI agent reviews deal age, sentiment score, and usage trends against predefined thresholds.
- Send alerts — if churn risk is detected, it automatically sends a clear, data-driven email to the responsible team member with next-step recommendations.
How to set it up
To get started, configure your credentials and parameters in the following nodes:
- Credentials:
- HubSpot: Connect your account (
HubSpot: Get All Deals).
- LLM Model: Add credentials for your preferred provider (
Config: Set LLM for Agent & Chains).
- Google Sheets: Connect your account (
Tool: Get Feature Usage from Sheets).
- Email: Set up your SMTP credentials (
Email: Send Churn Alert).
- Tool URLs:
- In Tool: Calculate Sentiment Score, enter the Webhook URL from the
Trigger: Receive Tickets for Scoring node within this same workflow.
- In Tool: Get HubSpot Data, enter the Endpoint URL for your MCP HubSpot data workflow. (Note: This tool does call an external workflow).
- Google Sheet:
- In Tool: Get Feature Usage from Sheets, enter the Document ID for your own Google Sheet.
- Email Details:
- In Email: Send Churn Alert, change the
From and To email addresses.
Requirements
- HubSpot account with Deals API access
- LLM provider account (e.g. OpenAI)
- Google Sheets tracking customer feature usage
- n8n with LangChain community nodes enabled
- A separate n8n workflow set up to act as an MCP endpoint for fetching HubSpot data (called by
Tool: Get HubSpot Data).
How to customize it
Tailor this workflow to match your business logic:
- Scoring logic: Adjust the JavaScript in the
Code: Convert Sentiment to Score node to redefine how customer scores are calculated.
- Alert thresholds: Update the prompt in the
AI Chain: Analyze for Churn Risk node to fine-tune when alerts trigger (e.g. deal age, score cutoff, or usage drop).
- Data sources: Swap HubSpot or Google Sheets for your CRM or database of choice — like Salesforce or Airtable.
✅ Outcome: A proactive customer health monitoring system that surfaces risks before it’s too late — keeping your team focused on prevention, not firefighting.