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Active Form Starters

Visitors currently filling out a form, surfaced to the team as a real-time draft alert so they can be reached while still on the page.

Authored by Intempt Technologies

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Agentic workflow

2 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Build the active form starter list

    Blu builds Segment

  2. 2

    Draft an alert for the team

    Blu builds slack

Leaves behind Segment slack

About this recipe

When to use it

A failed payment isn't a cancellation, it's a recoverable problem if you catch it fast. This segment flags users with a payment failure in the last 14 days so dunning and recovery flows can trigger before the account lapses.

What it delivers

Segments users with a payment failure in the last 14 days, building the dunning/recovery cohort needed to catch involuntary churn before it finalizes.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Visitors currently filling out a form, surfaced to the team as a real-time draft alert so they can be reached while still on the page.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

  1. 01Segment
  2. 02Slack

How the recipe runs

Blu follows the steps in order and shows you each one before anything goes live.

  1. 01Build the active form starter listBuild a segment of users named "Active Form Starters". A user is in the segment only when all of these are true: triggered "Change on" at least once in the last 1 day.Segment
  2. 02Draft an alert for the teamGenerate a Slack message to the support team channel. Say how many users are in "Active Form Starters" right now, so the team knows someone is actively filling out a form today. Use the result of "Build the active form starter list". This drafts the Slack message only; a person on the team still posts it.Slack message

Install Intempt and run it

  1. 1

    Sign up

    Create a free Intempt workspace.

  2. 2

    Connect your data

    Add the sources this recipe reads from.

  3. 3

    Ask Blu

    Type /failed-payment-accounts in Blu.

  4. 4

    Review and approve

    Blu builds each step and waits for your OK before anything goes live.

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