Review churn and retention in Slack each month
Get the retention picture in a focused monthly note, with the ChartMogul metrics and period you ask Notis to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Churn reviews often get delayed because the numbers are scattered across dashboards and take time to interpret.
- Bring churn and retention into the team's regular review.
- Call attention to changes worth investigating.
- Keep the summary tied to the period and metrics you specify.
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Slack once in Notis.
- 2Create an automation and describe the churn and retention review you want.
- 3Choose a monthly schedule as the trigger.
- 4Choose where in Slack to receive run reports.
- 5Test with one real example and confirm the period and metrics.
Questions about this workflow
Does this identify why customers churned?
Only if ChartMogul provides the relevant reason data. If it does not, ask Notis to report the available metrics and flag missing explanations.
Can the review compare months?
Yes. Specify the months or comparison period in your instruction, subject to the historical data available in ChartMogul.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Slack. A trigger fires from one place; an action lands in another.
ChartMogul triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
ChartMogul and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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