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Automatic At-Risk Customer Research on Churn Flag

Churn-risk flags arrive but manual research delays intervention for at-risk customers. This automation researches the customer instantly so retention teams respond fast.

Trigger

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

Action

Company Find

Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.

Why this helps

Churn-risk flags arrive but manual research friction delays intervention, wasting critical time when customer retention matters most.

  • At-risk customer company auto-researched when flagged
  • Retention team can intervene immediately with context
  • Response time to churn risk is faster

Setup

Build it in a few focused steps.

  • 1Create a new automation in Notis
  • 2Name it (e.g. 'Churn risk research') and describe: 'When a Linear issue is tagged as churn-risk, research the customer company'
  • 3Select trigger: Issue Updated (churn-risk label added)
  • 4Choose your alert channel
  • 5Test by flagging a customer as churn risk

Questions about this workflow

What company information helps retention teams intervene?

Company size, industry, engagement level, and contract value. Understanding the customer's business helps retention teams personalize intervention.

Can I track which interventions work best by company type?

Yes. Link retention outcomes to company profiles so you understand which strategies work for different customer types.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Bigpicture io. A trigger fires from one place; an action lands in another.

Linear triggers

Bigpicture io actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Company Find

Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

IP to Company Lookup

Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Name to Domain Search

Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Private Team Comment Created

Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).

TriggerPolling

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Connect any two apps with Notis in the middle.

Linear and Bigpicture io, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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