Drive retention, boost NRR, and scale operations without adding headcount
Easy8.ai, powered by n8n, helps CS teams automate repetitive tasks, centralize processes, and deliver consistent, high-touch experiences — all without writing a single line of code.
Customer Success automation in action with n8n
Onboarding without chaos
No more copy-pasting welcome emails or manually creating Asana checklists.
With n8n-powered workflows, Easy8.ai automatically triggers onboarding tasks when a deal is marked closed-won. Personalized welcome emails are sent, internal checklists assigned, and kick-off calls scheduled, ensuring a flawless handoff every time.
Health score monitoring & alerts
Don’t wait for a churn signal to land in your inbox.
Easy8.ai continuously syncs product usage data, support tickets, and engagement metrics to generate real-time customer health scores. When risks emerge—such as low usage or missed check-ins—n8n triggers proactive tasks, alerts, or emails so your team can take action quickly.
QBR prep, done for you
Quarterly Business Reviews shouldn’t take a week to prepare.
Using n8n, Easy8.ai automatically pulls usage data, satisfaction trends, support history, and milestone tracking from tools like Segment, Zendesk, and internal databases—automatically generating shareable QBR decks or Notion pages, so CSMs can focus on strategy, not formatting.
Renewal workflows & reminders
Stay ahead of every contract milestone.
Easy8.ai triggers automated renewal reminders 90/60/30 days out, assigns owner tasks, and even sends personalized customer check-in emails. With n8n, data from CRM, billing, and CS platforms flows into one timeline, ensuring no renewal ever slips.
Expansion & upsell signals
Spot growth potential without digging through dashboards.
Easy8.ai watches for telltale signs like team expansion, feature adoption, or new stakeholders. When detected, n8n triggers internal alerts, updates CRM stages, and surfaces next-best-action tasks for CS or Sales—so you act while momentum is hot.
Use Cases
1. Onboarding automation
Closed-Won Trigger → Start onboarding tasks in tools like Easy Redmine, ClickUp, Asana, or Jira.
Welcome Email Flow → Auto-send personalized messages (e.g., Gmail, Outlook).
Kick-off Scheduler → Connect Calendly to book intro meetings instantly.
2. Customer health tracking
Health Score Builder → Use n8n to sync usage data from Segment + support tickets from Zendesk.
Proactive Risk Alerts → Notify CSMs in Slack when score drops or SLA breaches.
Follow-Up Tasks → Auto-assign action items if no login or engagement in X days.
3. QBR preparation
QBR Data Aggregation → Pull data from internal DBs, product analytics, and CRM.
Deck Generation Workflow → Auto-fill Google Slides or Notion templates with KPIs.
Reminder Bot → Notify the CS team to review QBRs 3 days in advance.
4. Renewal & retention
Contract Milestone Alerts → Trigger workflows at 90/60/30/7 day intervals.
CSM Reminder Flows → Assign tasks and draft emails via GPT based on context.
Satisfaction Survey Sender → Trigger NPS/CSAT after every renewal.
5. Forecasting & reporting
Pipeline Aggregation Dashboard → Aggregate data from CRMs, Excel, BI tools into Notion/Data Studio.
Weekly Sales Summary via Slack/Email → Auto-send updates to sales leadership.
Stale Deal Alert System → Notify reps about inactive deals.
6. Upsell & expansion
Usage Spike Alert → Notify the team when user activity increases sharply.
Stakeholder Change Detection → Watch LinkedIn or CRM for new roles/titles.
CRM Stage Pusher → Use n8n to move opportunities to expansion pipeline automatically.
7. Reporting & visibility
Weekly CS Summary → Auto-send account health and renewal pipeline via Slack.
Customer Timeline Generator → Create a single view from tools like Salesforce, Intercom, and ClickUp.
Churn Analysis Tracker → Flag common patterns post-cancellation for future action.
Why customer success managers love Easy8.ai?
✅ No-code, no waiting
Empower your team to build and manage automations without relying on developers or IT.
✅ Always-On Visibility
Get real-time insight into onboarding progress, account health, and risk signals — across all your tools.
✅ Playbooks That Run Themselves
Turn your onboarding checklists, QBR prep, and renewal reminders into fully automated workflows.
✅ Seamless Tool Integration
Connect your favorite platforms like HubSpot, Salesforce, Slack, Intercom, Typeform, and more — without switching tabs.
✅ Powered by n8n
Run all workflows through a powerful open-source automation engine trusted by developers and tech-savvy teams.
✅ More Time for Strategic Work
Free your CSMs from spreadsheets, manual data entry, and repetitive follow-ups so they can focus on customers.
✅ Proven Business Impact
Easy8.ai users report 30% faster onboarding, 12% higher NRR, and fewer escalations thanks to proactive workflows.
Ready to eliminate busywork and focus on key clients?
30-minute strategy session to map your highest-impact AI deployment opportunities.