✨ AI-Suggested Workflows
Let Meza AI recommend workflows based on your data patterns.
Overview
Meza AI analyzes your customer data and suggests workflows that could help prevent churn, increase engagement, or capitalize on expansion opportunities. These AI-powered suggestions save time and help you discover automation opportunities you might have missed.
How It Works
The AI analyzes patterns across your accounts including health score changes, activity patterns, support sentiment, and funnel progression to identify opportunities for automation.
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Pattern Analysis
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AI Processing
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Workflow Suggestions
Example Suggestions
🚨 Churn Prevention Workflow
AI SuggestedPattern Detected: 15 accounts churned after health dropped below 40 with no intervention
Suggested: When health < 40 → Alert CSM via Slack + Create urgent task
📈 Expansion Opportunity
AI SuggestedPattern Detected: Accounts at 80%+ usage convert to higher tiers 3x more often
Suggested: When usage > 80% → Notify AE + Send upgrade guide
🎯 Re-engagement Workflow
AI SuggestedPattern Detected: 7+ days of no activity correlates with 40% churn rate
Suggested: When no activity for 7 days → Send check-in email
Using AI Suggestions
View Suggestions
Go to Workflows and click the ✨ AI Suggestions tab.
Review Suggestion
Click a suggestion to see the pattern analysis and proposed workflow.
Customize
Modify the trigger conditions, actions, or filters as needed.
Activate
Click Create Workflow to add it to your active workflows.
✅ Tip