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Open sourceSelf-hostuse Lobu Cloud

SlackAcme Co.
customer-health
MC

Maya Chen

@Lobu Which customers need our attention, and why?

LobuAPP

Meridian needs attention: usage fell 40%, SEC-142 is open, and renewal is September 30. Ask Maya to review the account; churn is not confirmed.

Data — Lobu
app.lobu.ai
Your workspace schema. Select a type to explore its records and relationships.
claude — acme

Illustrative example

60+ connectors. Bring an MCP server or let your agent build a tool with the Connector SDK.

  • Slack
  • Gmail
  • GitHub
  • Jira
  • Notion
  • ChatGPT
  • Claude
  • Codex
  • Gemini
  • Grok
  • Your next connector

Spot customer risks early.

An illustrative account review: a renewal date alone does not tell the whole story.

ChatGPT

Partial context
Which customers need our attention, and why?

Checked the renewal agreement

Called Gmail search tool
Gmail · search

Meridian renews September 30.

The renewal is scheduled. Usage and open support issues have not been checked.

What about usage and open issues?
Called Jira search tool
Jira · search

SEC-142 · SSO access issue open · Alex Rivera · Due Sep 24

The SSO issue needs attention. Check product activity before completing the account review.

ChatGPT+Lobu

Install
Which customers need our attention, and why?

Found Meridian’s account context

Called Lobu search tool
Lobu · search
Entity type
Customers
Entity
Meridian Labs
Events
  • Gmail · Meridian renews on September 30.
  • PostgreSQL · Weekly active seats fell 40%.
  • Jira · The SSO access issue is still open.

Meridian needs attention: usage fell 40%, SEC-142 is open, and renewal is September 30. Ask Maya to review the account; churn is not confirmed.

Connect your customer context.

Bring public research, conversations and customer activity together. Select Gmail to inspect its feeds.

LobuAcme Co. / Connectors

What your agents can reach — data, tools, models, and runtimes.

Add connector
SlackChatAudience

1 connection · #customer-health · OAuth

Connected
GmailDataActions

1 connection · Customer success inbox · OAuth

JiraDataActions

1 connection · Jira projects · MCP / OAuth

Connected
1–3 of 6 connectors

Connect with OAuth or API keys, and scope access per connection.

Explore connectors

See the signals behind customer risk.

Renewal dates, usage changes and unresolved issues, with evidence for each.

LobuAcme Co. / ActivityIllustrative example

All activity

Meridian renewal

3 entries

Select an entry to inspect its source. Open a linked record to see what connects it.

  1. Gmail·Maya ChenMeridian renews on September 30.

    The renewal date and account owner come from the customer agreement.

    Illustrative source excerpt

    Meridian Labs · Analytics Cloud · $84,000/year · Renewal: September 30 · Account owner: Maya Chen.

    Gmail · Maya Chen · 2026-09-18

  2. PostgreSQL·Product activity feedWeekly active seats fell 40%.

    The two recorded weekly periods show lower usage. The cause is not established.

    Illustrative source excerpt

    Meridian Labs · Weekly active seats fell from 50 to 30 between September 7–13 and September 14–20, a 40% decrease.

    PostgreSQL · Product activity feed · 2026-09-21

  3. Jira·Alex RiveraThe SSO access issue is still open.

    Alex owns SEC-142, due September 24. Whether it explains the usage decline needs checking.

    Illustrative source excerpt

    SEC-142 · Meridian SSO access issue · Owner: Alex Rivera · Status: open · Due: September 24.

    Jira · Alex Rivera · 2026-09-22

Explore records and relationships
LobuAcme Co. / Data
Your workspace schema. Select a type to explore its records and relationships.
LobuAcme Co. / Data / Tasks
Table
NameOwnerActionStatusDue
SEC-142 · SSO accessAlex RiveraResolve Meridian's access issueOpenSep 24, 2026
1–1 of 2 tasks
Explore company context

Find prospects worth a conversation.

See who fits, why now, and how you're connected.

LobuAcme Co. / Prospect briefIllustrative example

Example request

Who should we reach out to next, and why now?

Ari Morgan / Northwind Tools

Ari's recent post describes a problem your prototype addresses. You have a previous conversation to build on. Draft a follow-up for review; interest in buying or a pilot is unknown.

Why them
Their stated handoff problem overlaps with the workflow your team is building.
Why now
A recent public post invites discussion of that problem.
Your connection
Your own note records a previous conversation and a promise to send an example.
What you can offer
A working prototype and help evaluating a narrow workflow together.
Still unknown
Whether Ari is interested in a pilot, has time, or wants another conversation.
Inspect public signals and private context

Your meeting note · Only you
Met Ari at the founder meetup. We spoke about handing research between agents. I said I would send an example after our next release.

Founder post · Public
We still repeat the same context at every handoff. I would like to hear how other small teams handle this.

Internal project brief · Your team
Find two teams that can evaluate the handoff workflow. Offer a working prototype and help setting up a small test.

Illustrative example. No outreach has been sent.

Use the agent you already have. Creating a managed agent is optional.

Connect your agent

Catch changes worth acting on.

Track prospect signals and customer risks. Review outreach before it is sent.

LobuAcme Co. / Automations
2 Automations

Find relevant prospects

Active
When
Every Monday at 09:00
Executor
Market researcher Cloud
Instructions

Find prospects whose public signals match our offering. Check authorised relationship history, explain relevance and uncertainty, and draft outreach for approval. Never infer buying intent or publish private notes.

Completed1m 24s

Ari's recent post describes a problem your prototype addresses. You have a previous conversation to build on. Draft a follow-up for review; interest in buying or a pilot is unknown.

Output · Prospect shortlist

Make the next follow-up better.

LobuAcme Co. / FeedbackIllustrative example

Example tested instruction change

Check usage and open issues before an account review. Name an owner; don't predict churn.

Review the change against the recorded customer case before adopting it.

Before the change

The renewal date is recorded. That alone does not establish account health.

This changes only the demonstration. No preference, agent or public record is updated.

Use recorded runs and corrections to build eval cases. Compare changes to prompts, skills or models, then review the results before updating an agent.

How self-improvement worksWrite an eval
The next run builds on what changed

The work stays.
Your agents can change.

Lobu is an open-source workspace for people and AI agents. Connect Claude, ChatGPT, Codex or OpenClaw over MCP, and self-host it or use Lobu Cloud.

Your next conversation.
Not another fresh start.

Keep your knowledge, tools and ongoing work together. Bring the next agent into the same workspace, with the access you choose.

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