Trial Activation Agent
Sends tailored activation steps based on signup source and persona — and triggers again on inactivity so trials don't just expire unused.
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
Sends tailored activation steps based on signup source and persona — continuously, in your systems, in your tone.
In SaaS, sends tailored activation steps based on signup source and persona — and triggers again on inactivity so trials don't just expire unused — but doing it manually does not scale. Trial Activation 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
Trial Activation connects to Trial, Activation, Klaviyo and your email & retention stack. It reads your rules, brand voice and live data — then sends tailored activation steps based on signup source and persona — and triggers again on inactivity so trials don't just expire unused. Exceptions land with your team; everything else runs without another dashboard to check.
- Work arrives — Trial · trigger fired
- Trial Activation processes — Activation · rules applied
- Validate output — Quality · policy check
- Write back — Systems updated · team notified
- Exception — Human review when needed
What it can deliver
- Trial
- Activation
- Automated actions
- Drafts & summaries
Potential integrations
Trial · Activation · Klaviyo · Shopify · Recharge · Postscript
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