Merchants at risk of leaving, every week

Merchants likely to close or leave you, scored weekly, riskiest first.

MediumWeeklyAI

Banks, lenders & insuranceFinance

Use this template

What it does

Every week: each of your merchants found on the map, closures and rating drops, how customers rate each judged by xMap AI, a churn risk score, the riskiest first, emailed and saved.

In one sentence: Mondays at 08:00, take your table, look each one up on online maps, spot what changed, score and rank them with xMap AI, score and rank them with xMap AI, sort them by churn_risk, then email the list to you and add row in Google Sheets.

Why it is useful

A merchant that closes or switches costs more than any new one brings. Closures and falling ratings give the warning months ahead; this flow checks them every week.

Who it is for

Banks, lenders & insurance. Banks, lenders, insurers and payment companies finding merchants, checking risk and planning branches. Every use case for banking & lending

Best use cases

  • A payment provider's account team
  • A merchant cash advance lender
  • A bank's business banking team

What each run gives you

  • An email
  • A Google Sheet

The time it saves

Mondays at 08:00. Doing the same work by hand takes about 120 minutes each time; it runs about 4 times a month, so it saves about 8 hours a month (an estimate). It is medium: 9 blocks.

The flow, block by block

  1. Every MondayTrigger · ScheduleStarts the flow on a timetable.
  2. My merchantsYour data · My dataBrings in a table you uploaded or a list you saved on the My data page: your stores, customers, target accounts or sites.
  3. Find each merchantxMap data · Map business scanFinds businesses on online maps live: name, category, rating, address, phone, website and whether it is open.
  4. Closed or rating fellLogic · What changedLets through only the places this flow found before whose details changed since: closed, a rating that moved, a new phone or website, a new name or address, or any field you name.
  5. Rate how customers see them, with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
  6. Churn risk with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
  7. Riskiest firstLogic · Sort and limitPuts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.
  8. Email me the listAction · EmailSends one email per run with all the items, or one email per item.
  9. Save them for the account teamApp · Google SheetsCreate, edit, and collaborate on spreadsheets online

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.

How to set it up

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