Retention Release Agent
Monitors defect liability periods and initiates the retention release process when the time is right — retention that actually gets paid.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Monitors defect liability periods and initiates the retention release process when the time is right — continuously, in your systems, in your tone.
In your operation, monitors defect liability periods and initiates the retention release process when the time is right — retention that actually gets paid — but doing it manually does not scale. Retention Release is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Retention Release connects to Retention, Finance, Shopify and your ops & reporting stack. It reads your rules, brand voice and live data — then monitors defect liability periods and initiates the retention release process when the time is right — retention that actually gets paid. Exceptions land with your team; everything else runs without another dashboard to check.
- Work arrives — Retention · trigger fired
- Retention Release processes — Finance · rules applied
- Validate output — Quality · policy check
- Write back — Systems updated · team notified
- Exception — Human review when needed
What it can deliver
- Retention
- Finance
- Automated actions
- Drafts & summaries
Potential integrations
Retention · Finance · Shopify · Slack · Airtable · Google Sheets
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset