Account monitoring agent

Combines product usage data with CRM data from HubSpot or Salesforce to flag accounts with declining usage, especially ahead of renewals.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Click to interact

Why you need it

Declining product usage is one of the earliest signs of churn, but it is easy to miss when usage data lives in analytics tools and renewal dates live in the CRM. Teams often notice the risk too late, after a renewal is already in trouble. This agent connects those signals early by watching usage trends alongside upcoming renewals, giving Product, CS, and Sales a clear list of accounts that need attention before it is urgent.

What you can do with it

You can proactively reach out to at risk accounts, prioritize QBRs, share relevant feature updates, and align product and customer teams around the same risk signals. The Notion output becomes a living workspace where teams track follow ups, add notes, and coordinate actions across accounts.

Why agents are good for this

This task is ideal for an agent because it requires pulling data from multiple systems, applying the same logic consistently, and running on a schedule. An agent can continuously monitor usage trends, match them to CRM records, and surface risks without manual analysis. Humans stay focused on decisions and conversations, while the agent handles detection, scoring, and reporting.

Created By

Anita Kirkovska

Last Updated

January 10, 2026

Discover more agents

Review my roadmap based on team capacity

Detect declining usage trends ahead of renewals

Track team progress without standup meetings

Help me write SEO optimized articles

Flag suspicious Stripe transactions in Slack

Automate KYC checks and send reports to Slack

Summarize my clients’ portfolios weekly

Review my contracts and generate risk summaries

Highlight NDA deviations and send alert to Slack

Review DPAs or privacy policies for compliance

Run review when new prior auth packets arrive

Review claims for compliance and errors

sucCCESS STORIES

Hear it from our customers

We know the power of AI, but how do we make it secure and ensure that we're not compromising privacy and security while still providing value? Vellum has been a big part of accelerating that experimentation part, allowing us to validate that a feature is high-impact and feasible.

Pratik Bhat

ai Product manager

We sped up AI development by 50 percent and decoupled updates from releases with Vellum. This allowed us to fix errors instantly without worrying about infrastructure uptime or costs.

Jordan Nemrow

Co-Founder & CTO @ Woflow

Vellum helped us quickly evaluate prompt designs and workflows, saving us hours of development. This gave us the confidence to launch our virtual assistant in 14 U.S. markets.

Sebi Lozano

Sr. Product Manager @ Redfin

FAQ

How does the agent detect declining usage?

It compares recent usage trends from PostHog against a historical baseline and looks for sustained drops in activity rather than one off fluctuations.

How are accounts prioritized?

Accounts are ranked using a mix of usage decline severity, renewal date proximity, and account importance from Salesforce.

What does the Notion output include?

Each account includes usage trends, renewal date, risk level, and suggested next actions that teams can update and track.

Can this run automatically?

Yes. The agent can run on a schedule, such as weekly or daily, to keep the risk list continuously up to date.

Build any AI agent with Vellum

Get started today and transform your business with intelligent automation