Important note: This isn't an agent you can simply "copy-paste". The Retool workflow needs to be adjusted to your specific stack and usage tracking configurations. The Claude API call should also be modified to look for specific usage patterns you know are important in your product.

Why this agent is valuable if you have a self-serve product:

• Gives marketing a list of accounts to attribute ad budget to.
• Helps sales and success reps prioritize accounts to engage first.

Workflow summary

Monthly Schedule Triggered by Relay.app Webhook:

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1. Query Mixpanel API → Get user events (last 30 days)

2. Query Stripe API → Get customer/subscription data

3. Aggregate by account domain (in-memory in Retool)

4. Prepare Data for analysis →  Converted vs Free accounts → Compared against usage data

5. Call Claude API → Analyze patterns → Recommend top accounts and explain reasoning. 

6. Write results to Airtable → High Intent Accounts Table

7. Send top accounts to GTM team in Slack

Retool Workflow

Important Tip for Retool

→ Before setting up the workflow with API calls to your stack, build the workflow end-to-end with fake data (using JS code) (ask us, or Claude AI, to help you). This way, you can iterate until you have the desired output before you start making real API calls.

Relay.app Agent

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