Spot accounts whose usage dropped and draft check-ins
Minda finds accounts whose usage fell over the last 14 days and drafts a check-in email for each one in Gmail. It is a ready-made task for the SI agent in Minda Super Intelligence. It runs on Mondays at 9am. It works with Google Sheets and Gmail. You fill in [usage sheet or dashboard export link].
In Minda: Tasks → New → Browse tasks → Spot accounts whose usage dropped and draft check-ins. Minda Super Intelligence for Windows is coming soon.
- Sales
- Google Sheets
Gmail- The web
- Read [usage sheet or dashboard export link] and…
- List every account whose usage dropped by more…
- Skip accounts with fewer than [5] events in the…
- For each one left, draft a short, friendly…
What you get
Compares two periods Every Monday it compares each account over the last 14 days with the 14 days before.
Lists the real drops It lists accounts that fell by more than the percent you set, with both totals and the change.
Skips the wrong ones It skips churned or paused accounts, tiny accounts and anyone you already checked in with lately.
A draft for each It saves a short, friendly check-in in your voice as a Gmail draft and sends nothing.
Why use this?
A drop in use is an early sign an account may leave. Minda reads your sheet every Monday, picks out the drops and drafts a note for each one, so the first message is ready when the week starts. It never offers discounts and never sends.
What it does
- When
- Mondays at 9am
- Works with
- Google Sheets, Gmail, The web
- For
- Sales, Founders, Operations
- You fill in
- [usage sheet or dashboard export link]
How it works
- WhenMondays at 9amRepeats every week
- Step 1Reads your usage sheet or export
- Step 2Compares 14 days with the 14 before
- Step 3Lists accounts with a big drop
- Step 4Skips churned, paused or just checked
- Step 5Drafts a check-in per account
- ResultA drop table and drafts, none sent
Read [usage sheet or dashboard export link] and compare the last [14] days with the [14] days before, account by account
List every account whose usage dropped by more than [30] percent, with both totals and the change
Skip accounts with fewer than [5] events in the earlier period, accounts marked churned or paused, and any I checked in with in the last [14] days
For each one left, draft a short, friendly check-in in my voice that names what they use and asks if anything is in the way, and save it as a Gmail draft
Finish with a table: account, earlier total, last total, change, draft ready yes or no, and the three to contact first
Rules it keeps
The agent follows these on every run.
Numbers from the sheet only
Never offer discounts, credits or new terms
Never send a draft
The full prompt
This is what the SI agent is asked to do. The parts in brackets are what you fill in.
Every Monday morning, find the accounts whose usage is falling and draft a check-in for each. Read [usage sheet or dashboard export link] and compare the last [14] days with the [14] days before, account by account. List every account whose usage dropped by more than [30] percent, with both totals and the change. Skip accounts with fewer than [5] events in the earlier period, accounts marked churned or paused, and any I checked in with in the last [14] days. For each one left, draft a short, friendly check-in in my voice that names what they use and asks if anything is in the way, and save it as a Gmail draft. Rules: numbers from the sheet only; never offer discounts, credits or new terms; never send a draft. Finish with a table: account, earlier total, last total, change, draft ready yes or no, and the three to contact first.
Who is it for?
Customer success managers You watch usage across many accounts and want the quiet ones flagged each week.
Account managers You own a book of customers and want a first note drafted for each one that is slipping.
Software founders You know your customers by name and want to catch a slip before they cancel.
Frequently asked questions
Where does the usage data come from?
From the usage sheet or dashboard export you link. It reads the numbers as they are and never estimates a missing one.
Does it email the accounts?
No. Each check-in is saved as a Gmail draft for you to read and send. It sends nothing itself.
Can I change the drop that counts?
Yes. The percent, the two periods and the smallest account size are blanks you fill in before you start it.
When does it run?
Saved as a workflow, it runs on Mondays at 9am, and you can change the day and time. You can also start it yourself.
What do I get at the end?
A table with each account, its earlier and last totals, the change and whether a draft is ready, plus the three to contact first.
Run this task in the Minda app
In Minda: Tasks → New → Browse tasks → Spot accounts whose usage dropped and draft check-ins. Minda Super Intelligence for Windows is coming soon.
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