SOPs›New SOP
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Basics
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Process steps
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Brief
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Process basics
Step 1 · what kind of process is this?
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Working title
Customer churn save
✦ refining…
Upstream · triggered by
✦ Copilot
cancel.request
Department
Customer Success
Owner(s)
pod · retention (3 ppl)
Input
✦ Copilot
case_id, plan_tier, mrr
Output
✦ Copilot
outcome ∈ {saved, downgraded, lost}
Trigger
✦ Copilot
user clicks ‘Cancel plan’
Downstream · routes to
Pick a follow-up… or let Copilot suggest
Frequency
✦ Copilot
~12 per week
SLA
not set
Decision branches
✦ Copilot
3 likely (plan, tenure, sentiment)
Linked sources
Loom · 8 min walkthrough
Save & closeNext · process steps →
Canvas slots fill in as you and Copilot talk. Pastels = AI-suggested, solid = your input.
Center "process" block is the heart — has the irreducible facts.