Dunning Management
Automate dunning management end-to-end. Trigger on failed payment in stripe, deliver email sent and csm tagged.
Steps
What this automation does
This workflow takes failed payment in stripe as its starting signal and runs an end-to-end sequence that produces email sent and csm tagged without any manual intervention. It is built for Customer Success Managers who currently handle this work in spreadsheets, in inboxes, or by pinging another team.
Why it matters
Manual handling of dunning management costs hours per week and introduces errors that surface days later. This automation eliminates the lag between event and action and produces a consistent, auditable record of every run.
Most teams report that the largest payoff is not just the time saved but the consistency. Once the workflow is live, every event is handled the same way every time — no more “I forgot to update the CRM” or “the message slipped past.”
Customizing for your stack
The reference workflow uses Stripe, SendGrid, Slack but every step can be swapped for an equivalent in your stack. The trigger, AI step, and downstream actions are all independent — change one without rebuilding the rest.