Does DoMyWork actually execute ChartMogul tasks?

Yes. Unlike copilots that suggest actions, DoMyWork executes the work across ChartMogul and your other apps, such as updating Salesforce or drafting emails in Gmail.

How is this different from native ChartMogul AI?

ChartMogul's native features focus on internal reporting. DoMyWork connects ChartMogul to your entire tech stack, allowing you to trigger actions in other apps based on subscription data.

Is DoMyWork better than Zapier for ChartMogul?

Zapier requires you to build logical flows step-by-step. With DoMyWork, you describe the outcome in plain English, and the agent handles the multi-step execution automatically.

Does the agent monitor my ChartMogul data 24/7?

Yes. Our Autopilot agents watch for specific triggers like new churn events or subscription changes and act on them instantly, ensuring you never miss a critical update.

Is my subscription data safe?

We prioritise security and data privacy. Your data is used only to execute the tasks you define, and we do not train our models on your private subscription information.

Can the agent connect ChartMogul to multiple apps at once?

Absolutely. You can give the agent a single instruction to pull data from ChartMogul, enrich it with web search, and post a summary to Slack or update a record in HubSpot.

AI Agent for ChartMogul

Analyse subscription trends, flag churn risks, and update your CRM metrics automatically. DoMyWork AI agents work with ChartMogul and 1,500+ apps to turn raw data into business strategy.

Identify customers who churned last month and find their last support ticket

Compare MRR growth against last quarter and draft a summary

Find high-value accounts with declining usage in the last 30 days

Update Salesforce accounts with current MRR from ChartMogul

Create a Slack alert for any new customer paying over $500

Summarise the top reasons for churn from my latest customer feedback

Agent for

ChartMogul

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your subscription data into decisions that move the business

Identify churn risks, compare MRR growth, enrich CRM records, and flag high-value accounts.

12 churned customers found

Identify churned customers from last week who had open support tickets

"Find all customers who churned in ChartMogul last week. Match them against my Zendesk tickets to see who had an unresolved issue. Post the list of names and ticket IDs to Slack."

Send Message

Summarise MRR growth trends for this quarter

"Analyse my ChartMogul MRR data for this quarter. Compare it to the previous quarter and write a three-bullet summary of the main growth drivers."

Send Message

Find high-value accounts that stopped using the product

"Search ChartMogul for customers paying over $1,000 MRR who have had zero logins in the last 14 days. List them with their primary contact email."

Send Message

Draft an investor update on churn reduction

"Look at my churn rate reduction over the last six months in ChartMogul. Write a short paragraph for my investor update explaining the trend."

Send Message

Identify potential upsell targets based on usage

"Find customers in ChartMogul nearing their plan limits. Draft a list of these accounts for my sales team to contact."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile MRR changes with Stripe transactions

"Compare the MRR changes in ChartMogul for last month against my Stripe payouts. Identify any discrepancies in revenue recognition."

Send Message

Generate a monthly net retention report

"Pull the net revenue retention data from ChartMogul for the last three months. Format it into a table and email it to my finance team."

Send Message

Flag customers with failed payments

"Identify all customers with failed payments in ChartMogul. Create a list in Google Sheets for the billing team to review."

Send Message

Analyse the impact of recent plan changes

"Check ChartMogul for revenue shifts following my plan price increase last month. Summarise the impact on total MRR."

Send Message

Verify annual vs monthly subscription ratios

"Calculate the ratio of annual to monthly subscribers in ChartMogul. Report the trend over the last year."

Send Message

Got a different task in mind? Describe it

Send Message

Sync MRR data to Salesforce accounts

"Take the current MRR for all active customers in ChartMogul and update the corresponding 'Annual Revenue' field in Salesforce."

Send Message

Clean up duplicate customer records

"Find duplicate customer entries in ChartMogul that share the same email domain. Flag them for merging."

Send Message

Categorise customers by industry

"Use the company website from ChartMogul to categorise customers by industry. Update the 'Industry' tag in my CRM."

Send Message

Identify accounts missing contact info

"Scan ChartMogul for accounts with no associated email address. Create a report in Google Sheets for the sales team to enrich."

Send Message

Map subscription plans to CRM segments

"Map the current subscription plans in ChartMogul to my CRM segments. Update the 'Customer Segment' field for all active accounts."

Send Message

Got a different task in mind? Describe it

Send Message

Find accounts with declining usage

"Identify customers in ChartMogul whose usage has dropped by more than 20% compared to last month. Post these to my Slack channel."

Send Message

Draft check-in emails for at-risk customers

"Find customers at risk of churn in ChartMogul. Draft a personalised check-in email for each one in Gmail."

Send Message

Identify customers ready for expansion

"Find customers in ChartMogul who have been active for over 6 months and have high usage. Flag them as 'Expansion Ready' in my CRM."

Send Message

Summarise recent feedback for high-value accounts

"Find the top 10 highest MRR accounts in ChartMogul. Pull their last 3 support tickets and summarise their sentiment."

Send Message

Identify customers on legacy plans

"Search ChartMogul for any customers still on legacy plans. Create a list for the team to reach out about plan migration."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a ChartMogul AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try ChartMogul AI Agent

🛸 Autopilot

Act on subscription changes the moment they happen — with agents on autopilot

The agents work across your apps 24/7.

They catch churn signals, update CRM metrics, and alert your team before a small issue becomes a big problem.

Setting up an autopilot is too easy

New churned customer is detected in ChartMogul

Describe...

1. Alert the team when a high-value customer churns

WhenNew churned customer is detected in ChartMogul

Then

Check if the churned customer's MRR was over $500. If yes, post an urgent alert to Slack with the customer's name and MRR value.

Put on Autopilot

2. Send a weekly MRR summary to the leadership channel

WhenEvery Monday at 09:00 AM

Then

Pull the total MRR and net growth from ChartMogul and post a summary to the #leadership Slack channel.

Put on Autopilot

3. Flag new customers with large initial payments

WhenNew customer is created in ChartMogul

Then

If the initial payment exceeds $2,000, flag the account in Salesforce as 'VIP' and alert the founder.

Put on Autopilot

4. Detect sudden spikes in churn volume

WhenNew churned customer is detected in ChartMogul

Then

Check if more than 5 customers churned in the last 24 hours. If yes, email the founder with a summary of the trend.

Put on Autopilot

5. Notify when a new expansion deal is recorded

WhenNew subscription activity is recorded in ChartMogul

Then

If the activity type is an upgrade, post the details to the #sales Slack channel.

Put on Autopilot

1. Update revenue reports after every subscription change

WhenNew subscription activity is recorded in ChartMogul

Then

Summarise the change in MRR and add a row to the 'Monthly Revenue' sheet in Google Sheets.

Put on Autopilot

2. Flag accounts with long-standing unpaid invoices

WhenEvery day at 08:00 AM

Then

Check ChartMogul for any accounts with overdue invoices older than 30 days and email the finance team.

Put on Autopilot

3. Log all plan downgrades for budget analysis

WhenNew subscription activity is recorded in ChartMogul

Then

If the activity is a downgrade, log the customer name and MRR impact in a Google Sheet.

Put on Autopilot

4. Alert on significant MRR drops

WhenNew subscription activity is recorded in ChartMogul

Then

If the MRR drop is greater than 10%, send an email alert to the CFO.

Put on Autopilot

5. Daily reconciliation check

WhenEvery day at 05:00 PM

Then

Compare total MRR in ChartMogul against the daily Stripe payout total and flag any mismatch.

Put on Autopilot

1. Sync new customer details to the CRM

WhenNew customer is created in ChartMogul

Then

Pull the customer's email and company name from ChartMogul and create a new contact in HubSpot.

Put on Autopilot

2. Update CRM status when a customer churns

WhenNew churned customer is detected in ChartMogul

Then

Find the customer in HubSpot and update their status to 'Churned'.

Put on Autopilot

3. Flag missing data for new signups

WhenNew customer is created in ChartMogul

Then

Check if the customer is missing an industry tag. If yes, add them to a 'Review' list in Google Sheets.

Put on Autopilot

4. Automate CRM revenue field updates

WhenEvery Monday at 09:00 AM

Then

Update the 'Current MRR' field in HubSpot for all active customers based on their latest ChartMogul data.

Put on Autopilot

5. Log subscription changes in the CRM activity feed

WhenNew subscription activity is recorded in ChartMogul

Then

Post a note to the customer's record in HubSpot describing the subscription change.

Put on Autopilot

1. Alert on churn risk for key accounts

WhenNew subscription activity is recorded in ChartMogul

Then

If the customer is a key account and the activity is a downgrade, alert the account manager in Slack.

Put on Autopilot

2. Send a welcome email to new high-value signups

WhenNew customer is created in ChartMogul

Then

If the customer's MRR is over $300, draft a welcome email in Gmail for the account manager to review.

Put on Autopilot

3. Flag inactive accounts for re-engagement

WhenEvery Monday at 09:00 AM

Then

Check ChartMogul for accounts with no activity in 30 days and alert the CS team.

Put on Autopilot

4. Notify CS team of upcoming renewals

WhenEvery Monday at 09:00 AM

Then

Identify customers with renewals in the next 30 days and post a list to the #customer-success Slack channel.

Put on Autopilot

5. Log churn feedback in the CS dashboard

WhenNew churned customer is detected in ChartMogul

Then

Search for any recent support tickets from this customer and add a summary to the CS churn log in Google Sheets.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

ChartMogul

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Churn Investigation Playbook

FormCollect data with form

1. Enter Customer Details

Enter Customer Details

Fill fields below 👇

Customer Email *

AI AgentExecute agent from playbook

2. Analyse Usage History

Agent

Analyse usage patterns for {{Customer Email}} from ChartMogul.

AI AgentExecute agent from playbook

3. Check Support Tickets

Agent

Search Zendesk for tickets from {{Customer Email}}.

4. Post Summary to Slack

Send MessageinSlack

Churn Investigation Playbook

Run for every churned account to identify the root cause.

Clone This Playbook

Monthly MRR Report Playbook

Generate a summary of growth drivers for the board.

Clone This Playbook

Expansion Strategy Playbook

Identify accounts ready for upsell.

Clone This Playbook

Churn Prevention Playbook

Run for at-risk accounts.

Clone This Playbook

Competitor Analysis Playbook

Compare churn reasons against competitors.

Clone This Playbook

Revenue Reconciliation Playbook

Match MRR to bank deposits.

Clone This Playbook

Annual Plan Audit Playbook

Review annual vs monthly ratios.

Clone This Playbook

Failed Payment Recovery Playbook

Track recovery of failed payments.

Clone This Playbook

Subscription Tier Analysis Playbook

Review tier migration.

Clone This Playbook

MRR Forecast Playbook

Forecast next month's MRR.

Clone This Playbook

CRM Data Enrichment Playbook

Sync ChartMogul data to CRM.

Clone This Playbook

Duplicate Record Cleanup Playbook

Merge duplicate customers.

Clone This Playbook

Industry Tagging Playbook

Enrich CRM with industry data.

Clone This Playbook

Missing Contact Report Playbook

Find accounts needing enrichment.

Clone This Playbook

Subscription Mapping Playbook

Map plans to CRM segments.

Clone This Playbook

Usage Decline Alert Playbook

Identify at-risk accounts.

Clone This Playbook

Expansion Opportunity Playbook

Find upsell candidates.

Clone This Playbook

Legacy Plan Migration Playbook

Track legacy plan customers.

Clone This Playbook

Support Sentiment Playbook

Analyse support tickets.

Clone This Playbook

Renewal Readiness Playbook

Prepare for renewals.

Clone This Playbook

1500+ App Integrations

Connect ChartMogul + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New churned customer is detected in ChartMogul

Then

Recurring Work on autopilot

Autopilot

Churn Risk Review

Enter customer email

Analyse usage patterns

Flag in CRM

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

ChartMogul

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About ChartMogul AI Agent

It is an autonomous tool that connects to your ChartMogul data to perform specific tasks like analysing MRR, flagging churn risks, and updating your CRM without manual input.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for ChartMogul

Turn your subscription data into decisions that move the business

Identify churned customers from last week who had open support tickets

Summarise MRR growth trends for this quarter

Find high-value accounts that stopped using the product

Draft an investor update on churn reduction

Identify potential upsell targets based on usage

Got a different task in mind? Describe it

Reconcile MRR changes with Stripe transactions

Generate a monthly net retention report

Flag customers with failed payments

Analyse the impact of recent plan changes

Verify annual vs monthly subscription ratios

Got a different task in mind? Describe it

Sync MRR data to Salesforce accounts

Clean up duplicate customer records

Categorise customers by industry

Identify accounts missing contact info

Map subscription plans to CRM segments

Got a different task in mind? Describe it

Find accounts with declining usage

Draft check-in emails for at-risk customers

Identify customers ready for expansion

Summarise recent feedback for high-value accounts

Identify customers on legacy plans

Got a different task in mind? Describe it

How Does a ChartMogul AI Agent Work

Act on subscription changes the moment they happen — with agents on autopilot

1. Alert the team when a high-value customer churns

2. Send a weekly MRR summary to the leadership channel

3. Flag new customers with large initial payments

4. Detect sudden spikes in churn volume

5. Notify when a new expansion deal is recorded

1. Update revenue reports after every subscription change

2. Flag accounts with long-standing unpaid invoices

3. Log all plan downgrades for budget analysis

4. Alert on significant MRR drops

5. Daily reconciliation check

1. Sync new customer details to the CRM

2. Update CRM status when a customer churns

3. Flag missing data for new signups

4. Automate CRM revenue field updates

5. Log subscription changes in the CRM activity feed

1. Alert on churn risk for key accounts

2. Send a welcome email to new high-value signups

3. Flag inactive accounts for re-engagement

4. Notify CS team of upcoming renewals

5. Log churn feedback in the CS dashboard

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Churn Investigation Playbook

Monthly MRR Report Playbook

Expansion Strategy Playbook

Churn Prevention Playbook

Competitor Analysis Playbook

Revenue Reconciliation Playbook

Annual Plan Audit Playbook

Failed Payment Recovery Playbook

Subscription Tier Analysis Playbook

MRR Forecast Playbook

CRM Data Enrichment Playbook

Duplicate Record Cleanup Playbook

Industry Tagging Playbook

Missing Contact Report Playbook

Subscription Mapping Playbook

Usage Decline Alert Playbook

Expansion Opportunity Playbook

Legacy Plan Migration Playbook

Support Sentiment Playbook

Renewal Readiness Playbook

Connect ChartMogul + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About ChartMogul AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About ChartMogul AI Agent