Customer Success
The following workflow example helps to retrieve all signups from today, compare the number of them with the target and notify the customer success team if it is lower than expected:
Workflow example
Query task
Condition task
Notification task
The same monitoring can be implemented for user logins. Just the query needs to be based on a different field:
Example workflow
Query task
CSV report as a result
One special modification of the previous example is the monitoring of customers who got stuck in the KYC process for too long.
If your data source supports such differentiation, you can even automatically detect if the root cause is on your side, your customers' side or if the problem is related to your KYC provider.
Workflow example
// Simple SQL to get data
SELECT
COUNT(*) as cnt,
status
FROM customer_success.users
GROUP BY status
ORDER by cnt DESC;
And the the result can be sent once per a period of time (usually week) to your customer success team.