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Draft win-back e-mails to former customers

For each lost customer, what changed since they left and a personal e-mail, sent after your OK.

  • You start it: When you start it
  • Asks you first
Use in CuiarRun from your AI agent

What it does

The task

Open HubSpot and list the companies that cancelled between start date and end date. Skip the companies that asked for no contact. For each one, read the cancel reason and the notes, and check the company news and job posts for changes since then, such as new funding, a new leader or growth. Check our changelog at changelog url for fixes that answer their cancel reason. Write one e-mail of 100 words or fewer to the last main contact, and save it as a Gmail draft. Ask me before you send each e-mail.

  • It works in HubSpot, LinkedIn and Gmail, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
start dateThe first cancel date to include2026-01-01
end dateThe last cancel date to include2026-06-30
changelog urlYour public changelog or release noteshttps://tallyhq.app/changelog

What you get back

An example run with the example values above. Your run uses your own data.

Former customers, January to June 2026: 18 companies, 15 drafts

Skipped: 3 (2 asked for no contact, 1 closed down)

A fix now exists for their cancel reason: 7 (for example, the Xero sync from August)

A large change at the company: 5 (2 raised money, 3 have a new head of finance)

Example draft to Marta Ilves, Saarik Studio (cancel reason: no Xero sync):

Hi Marta, you left us in March because the Xero sync was missing. It shipped in August, and it now syncs invoices every 15 minutes...

Waiting for your approval before each send.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 3 blanks

    Type start date, end date and changelog url. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Open HubSpot and list the companies that cancelled between 2026-01-01 and 2026-06-30. Skip the companies that asked for no contact. For each one, read the cancel reason and the notes, and check the company news and job posts for changes since then, such as new funding, a new leader or growth. Check our changelog at https://tallyhq.app/changelog for fixes that answer their cancel reason. Write one e-mail of 100 words or fewer to the last main contact, and save it as a Gmail draft. Ask me before you send each e-mail."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Draft win-back e-mails to former customers" template with start date = 2026-01-01; end date = 2026-06-30; changelog url = https://tallyhq.app/changelog.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Open HubSpot and list the companies that cancelled between 2026-01-01 and 2026-06-30. Skip the companies that asked for no contact. For each one, read the cancel reason and the notes, and check the company news and job posts for changes since then, such as new funding, a new leader or growth. Check our changelog at https://tallyhq.app/changelog for fixes that answer their cancel reason. Write one e-mail of 100 words or fewer to the last main contact, and save it as a Gmail draft. Ask me before you send each e-mail."
  }
}

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