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See whether customers losing ARR still read your email
For finance and customer teams who want Rillet ARR decliners checked against Drip engagement, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Falling ARR and a silent inbox go unnoticed together
A drop in Rillet ARR is often the first sign a customer is drifting, and their Drip engagement can confirm it. Linking the two means a month over month comparison and a Drip lookup for every decliner.
Without PopdockAI
- Compare ARR by customer month over month
- Find each declining customer's emails
- Look up each email in Drip
- Mix currencies in the totals
With PopdockAI
- ARR is compared with the month before for every customer
- Decliners' emails are checked in Drip for status and score
- Currencies stay separate and sorted by ARR lost
- It stops if a month has no ARR rather than guess
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find customers whose ARR in Rillet fell in `{year-month}` (default: the latest month available) compared with the month before, and show how engaged each one is in Drip, as an early churn signal.
**Step 1: Read two months of ARR**
Call `rillet-get-arr-waterfall` (Rillet) with year-month set to `{year-month}`. If it is blank, call it without a year-month, take the latest year-month present, and use that. Call it again for the previous month. Match rows on customer-id.
**Step 2: Keep the decliners**
Keep customers whose ARR is lower this month than last month, including those that dropped to zero or disappeared. Record both values and the change.
**Step 3: Carry across to Drip**
Call `rillet-get-customer-emails` (Rillet) once and attach the emails for each kept customer-id. For each email, call `drip-get-subscriber` (Drip) with email set to it and record status, lead-score, lifetime-value and tags.
**Step 4: Report**
A table sorted by ARR lost, largest first: customer name, previous ARR, current ARR, change, currency, email, Drip status, lead-score. Add a note on each customer that has no active Drip subscriber, since marketing cannot reach them.
**Rules & Guidelines:**
* The only key shared by the two systems is the email address. Rillet emails come from `rillet-get-customer-emails` (one row per address, with its customer-id and email-type); Drip emails come from the email field of `drip-get-subscriber`. Compare them trimmed and lower-cased. Never match on name alone.
* This prompt is read-only. Do not call `drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-remove-subscriber-tag`, `drip-add-subscriber-to-campaign`, `drip-remove-subscriber-from-campaign`, `drip-remove-subscriber-from-all-campaigns`, `drip-unsubscribe-subscriber`, `drip-start-subscriber-workflow`, `drip-remove-subscriber-from-workflow`, `drip-activate-campaign`, `drip-pause-campaign`, `drip-activate-workflow`, `drip-pause-workflow` on Drip, and do not call any Rillet tool whose name starts with rillet-add, rillet-update, rillet-apply, rillet-unapply, rillet-record, rillet-set or rillet-setup.
**Validation:**
* If no customer's ARR fell, say so and stop.
* If a month has no ARR rows, report that and stop rather than treating every customer as churned.
* Do not compare ARR across currencies.Who it's for
One answer, three teams that use it
FP and A analysts
Explain ARR declines with engagement data
See whether customers losing ARR are still reading your email, alongside the amount lost in each currency.
Which Rillet customers had lower ARR in October than September, and what is their Drip status?
Customer success managers
Reach drifting customers early
Find declining accounts and know which of them still engage, so you can step in before they churn.
Show customers whose Rillet ARR dropped to zero last month and whether they are still active in Drip.
Finance leaders
Size the revenue at risk
Get a table sorted by ARR lost, with currencies kept separate, as a starting point for retention planning.
Rank last month's Rillet ARR decliners by amount lost and note anyone with no active Drip subscriber.
How it works
What PopdockAI does when you ask
You pick a month and your AI assistant finds customers whose Rillet ARR fell, then checks their Drip engagement. Nothing is changed in either system.
01
Ask
You choose a month, or use the latest.
02
Compare
It compares each customer's Rillet ARR with the month before.
03
Check
It reads Drip status, lead score, value and tags for each decliner's emails.
04
Report
You get a table sorted by ARR lost, with currencies kept separate.
What PopdockAI provides
The tools behind the answer
Ready made tools for Drip and one secure connection to your AI tool. No code, no exports.
rillet-get-arr-waterfall
rillet-get-customer-emails
drip-get-subscriber
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Spot at-risk customers while marketing can still reach them
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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