Does the Recurly agent actually execute tasks?

Yes. Unlike a copilot that only suggests actions, the DoMyWork agent performs the work itself, such as updating records, processing refunds, or emailing customers, directly within Recurly.

How is this different from native Recurly features?

Native Recurly features handle built-in billing logic. DoMyWork acts as the bridge that connects Recurly to your entire app stack, allowing you to trigger actions in other tools based on billing events.

Is this just another automation tool like Zapier?

Zapier requires you to build rigid, step-by-step logic. DoMyWork allows you to describe the goal in plain English, and the agent uses multi-step intelligence to execute the process across your apps.

Does the agent monitor my Recurly account 24/7?

Yes. Our autopilot agents stand watch, waiting for specific triggers in Recurly or other apps to instantly perform tasks like recovering failed payments or alerting your team to churn risks.

Is my billing and customer data safe?

Data security is our priority. The agent only accesses the information required to complete the specific tasks you authorize, and all connections are encrypted.

Can the agent connect Recurly to multiple apps at once?

Absolutely. You can give the agent a single instruction that involves Recurly, your CRM, your helpdesk, and your communication tools simultaneously to complete a complex, multi-step workflow.

AI Agent for Recurly

Recover failed payments, update subscription records, and handle renewal changes automatically. DoMyWork AI agents work with Recurly and 1,500+ apps to keep your revenue flowing without manual effort.

Find all failed payments from last week and email the customers

Update the billing address for [Company Name] in Recurly

Generate a report of all churned accounts this month

Check for upcoming subscription renewals and notify the account owners

Sync new Recurly subscribers to our CRM

Flag accounts with expired credit cards

Agent for

Recurly

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your subscription billing data into resolved revenue

Recover failed payments, update account records, sync billing data, and notify your team.

12 payment recovery emails sent

Recover revenue from all failed payments last week

"Check Recurly for all failed transactions from the last 7 days, cross-reference with customer emails in Gmail, and draft a recovery message for each one. Post the summary to Slack."

Send Message

Generate a summary of monthly recurring revenue

"Pull the latest MRR figures from Recurly and update the monthly finance tracker in Google Sheets."

Send Message

Identify accounts with expiring credit cards

"Find all accounts in Recurly with credit cards expiring in the next 30 days and list them in a new Google Sheet."

Send Message

Reconcile recent subscription upgrades

"Compare Recurly subscription changes against our internal upgrade log in Google Sheets and flag any discrepancies."

Send Message

Draft responses to billing inquiries

"Find recent billing support tickets in Zendesk and draft replies based on the customer's current Recurly subscription status."

Send Message

Got a different task in mind? Describe it

Send Message

Find customers at risk of churn

"Identify accounts in Recurly that have downgraded or paused their subscription this month and add them to a 'Churn Risk' list in HubSpot."

Send Message

Check for pending subscription changes

"List all customers with pending subscription changes in Recurly and send a confirmation email to each one."

Send Message

Review usage for upcoming renewals

"Gather usage data for accounts renewing this month and draft a success check-in email for each account manager."

Send Message

Resolve billing questions from support tickets

"Find tickets in Zendesk mentioning 'invoice' or 'billing', check Recurly for the account details, and draft a response."

Send Message

Update customer contact details

"Find customers in Recurly with missing contact info and pull the latest details from our CRM to update their subscription record."

Send Message

Got a different task in mind? Describe it

Send Message

Sync new signups to the sales pipeline

"Find all new subscriptions created in Recurly today and add them as new deals in Pipedrive."

Send Message

Follow up with trial-to-paid conversions

"Identify users who converted to a paid plan in Recurly and send a 'Welcome' email from the account owner."

Send Message

Draft renewal offers for high-value accounts

"Find accounts renewing in the next 60 days with an MRR over $500 and draft a renewal offer email."

Send Message

Update deal status based on subscription events

"Check Recurly for subscription cancellations and move the corresponding deals to 'Closed-Lost' in Salesforce."

Send Message

Prepare account reviews for sales calls

"Summarize the subscription history for [Account Name] from Recurly and create a briefing document in Notion."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate subscription records

"Scan Recurly for duplicate customer emails and merge the records into the primary account."

Send Message

Archive inactive subscription plans

"Identify all plans in Recurly with zero active subscribers and move them to an 'Archived' state."

Send Message

Update tax settings for new regions

"Apply the new tax rates to all active Recurly subscriptions for customers based in [Region]."

Send Message

Sync subscription tags to internal databases

"Export all subscription tags from Recurly and update the master customer database in Airtable."

Send Message

Audit plan pricing changes

"Compare current Recurly plan pricing against our approved price list in Google Sheets and flag any mismatches."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Recurly AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Recurly AI Agent

🛸 Autopilot

Act on subscription billing events the moment they happen — with agents on autopilot

The agents work across your apps 24/7.

They catch billing changes, payment failures, and renewal events to keep your revenue data accurate.

Setting up an autopilot is too easy

New transaction is failed in Recurly

Describe...

1. Recover failed payments instantly

WhenNew transaction is failed in Recurly

Then

Check the failure reason, determine if it's a transient error, and send a friendly payment update reminder email.

Put on Autopilot

2. Flag high-value subscription cancellations

WhenSubscription is cancelled in Recurly

Then

Check the account MRR, and if it exceeds $1,000, post an urgent alert to the #retention Slack channel.

Put on Autopilot

3. Notify team of new annual subscriptions

WhenNew subscription is created in Recurly

Then

Check if the billing cycle is annual and log the new revenue in the team's Google Sheets tracking file.

Put on Autopilot

4. Remind customers of upcoming renewals

WhenEvery Monday at 09:00 AM

Then

Find all subscriptions renewing in 7 days and send a heads-up email to the customer.

Put on Autopilot

5. Report daily billing discrepancies

WhenEvery day at 05:00 PM

Then

Summarize all Recurly transactions from the day and email the report to the finance lead.

Put on Autopilot

1. Triage billing-related support tickets

WhenNew ticket is created in Zendesk

Then

If the ticket mentions 'invoice', look up the customer in Recurly and append their subscription status to the ticket.

Put on Autopilot

2. Welcome new subscribers

WhenNew subscription is created in Recurly

Then

Retrieve the customer's name and plan, and send a personalized welcome email from the CSM.

Put on Autopilot

3. Escalate churn risk

WhenSubscription is downgraded in Recurly

Then

Analyze the customer's recent usage, and if it's low, create a task in Asana for the CSM to reach out.

Put on Autopilot

4. Update CRM on subscription changes

WhenSubscription is updated in Recurly

Then

Sync the new plan level to the corresponding contact record in HubSpot.

Put on Autopilot

5. Alert on expired credit cards

WhenNew billing info is expired in Recurly

Then

Send a Slack notification to the account manager to reach out to the client.

Put on Autopilot

1. Track new enterprise signups

WhenNew subscription is created in Recurly

Then

If the plan is 'Enterprise', create a new deal in Salesforce and assign it to the account owner.

Put on Autopilot

2. Update deal stages on renewal

WhenSubscription is renewed in Recurly

Then

Find the open renewal opportunity in Pipedrive and move it to 'Closed-Won'.

Put on Autopilot

3. Follow up on failed payment recoveries

WhenNew transaction is successful in Recurly

Then

If this was a previously failed payment, update the deal status in HubSpot to 'Payment Recovered'.

Put on Autopilot

4. Notify sales of expansion revenue

WhenSubscription is updated in Recurly

Then

Check if the MRR increased, and if so, send a congratulatory message to the sales rep in Slack.

Put on Autopilot

5. Daily sales summary

WhenEvery day at 08:00 AM

Then

Summarize all new Recurly subscriptions from yesterday and post the list in the #sales-wins channel.

Put on Autopilot

1. Sync new accounts to the data warehouse

WhenNew account is created in Recurly

Then

Add the account details to the master database in Google Sheets for reporting purposes.

Put on Autopilot

2. Log plan changes

WhenSubscription is updated in Recurly

Then

Record the plan change event in the operations log in Airtable.

Put on Autopilot

3. Monitor system errors

WhenNew transaction is failed in Recurly

Then

If the failure rate exceeds 5% of daily transactions, alert the engineering team in Slack.

Put on Autopilot

4. Clean up old records

WhenEvery first of the month

Then

Find all accounts with no active subscriptions for over 1 year and mark them for deletion.

Put on Autopilot

5. Update regional tax settings

WhenNew subscription is created in Recurly

Then

Check the customer's region and ensure the correct tax code is applied to their subscription.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Recurly

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.

Payment Recovery Playbook

FormCollect data with form

1. Enter Transaction Details

Enter Transaction Details

Fill fields below 👇

Transaction ID *

Customer Email *

AI AgentExecute agent from playbook

2. Analyze and Draft

Agent

Analyze failure for {{Transaction ID}} and draft a recovery email for {{Customer Email}}.

Complete in a clickSend data to 1500+ apps

3. Send Email

Send EmailinGmail

4. Log Attempt

Add RowinGoogle Sheets

Payment Recovery Playbook

Investigates failed payments and sends recovery emails.

Clone This Playbook

Refund Processing Playbook

Validates and processes refund requests.

Clone This Playbook

Subscription Audit Playbook

Audits plan pricing and flags discrepancies.

Clone This Playbook

Invoice Reconciliation Playbook

Matches invoices to payments.

Clone This Playbook

Tax Compliance Playbook

Updates tax settings for accounts.

Clone This Playbook

Churn Risk Playbook

Assesses churn risk and notifies CSMs.

Clone This Playbook

Subscription Upgrade Playbook

Facilitates subscription upgrades.

Clone This Playbook

Renewal Check-In Playbook

Prepares for upcoming renewals.

Clone This Playbook

Billing Inquiry Playbook

Resolves billing-related tickets.

Clone This Playbook

Onboarding Success Playbook

Tracks onboarding progress.

Clone This Playbook

Deal Closure Playbook

Syncs subscription data to CRM.

Clone This Playbook

Renewal Opportunity Playbook

Creates renewal opportunities.

Clone This Playbook

Expansion Revenue Playbook

Identifies expansion opportunities.

Clone This Playbook

Lost Deal Analysis Playbook

Analyzes churned deals.

Clone This Playbook

Sales Briefing Playbook

Prepares briefing for sales calls.

Clone This Playbook

Subscription Cleanup Playbook

Merges duplicate accounts.

Clone This Playbook

Plan Migration Playbook

Migrates users to new plans.

Clone This Playbook

Data Sync Playbook

Syncs Recurly data to internal DB.

Clone This Playbook

System Health Playbook

Checks system health status.

Clone This Playbook

Pricing Update Playbook

Applies pricing updates.

Clone This Playbook

1500+ App Integrations

Connect Recurly + 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 transaction is failed in Recurly

Then

Recurring Work on autopilot

Autopilot

Payment Recovery

Enter failed transaction ID

Analyse failure reason

Send recovery email

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

Recurly

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Recurly AI Agent

An AI agent for Recurly is an intelligent assistant that executes complex billing tasks across your Recurly account and other apps like Gmail, Slack, and your CRM, using plain English instructions.

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 Recurly

Turn your subscription billing data into resolved revenue

Recover revenue from all failed payments last week

Generate a summary of monthly recurring revenue

Identify accounts with expiring credit cards

Reconcile recent subscription upgrades

Draft responses to billing inquiries

Got a different task in mind? Describe it

Find customers at risk of churn

Check for pending subscription changes

Review usage for upcoming renewals

Resolve billing questions from support tickets

Update customer contact details

Got a different task in mind? Describe it

Sync new signups to the sales pipeline

Follow up with trial-to-paid conversions

Draft renewal offers for high-value accounts

Update deal status based on subscription events

Prepare account reviews for sales calls

Got a different task in mind? Describe it

Clean up duplicate subscription records

Archive inactive subscription plans

Update tax settings for new regions

Sync subscription tags to internal databases

Audit plan pricing changes

Got a different task in mind? Describe it

How Does a Recurly AI Agent Work

Act on subscription billing events the moment they happen — with agents on autopilot

1. Recover failed payments instantly

2. Flag high-value subscription cancellations

3. Notify team of new annual subscriptions

4. Remind customers of upcoming renewals

5. Report daily billing discrepancies

1. Triage billing-related support tickets

2. Welcome new subscribers

3. Escalate churn risk

4. Update CRM on subscription changes

5. Alert on expired credit cards

1. Track new enterprise signups

2. Update deal stages on renewal

3. Follow up on failed payment recoveries

4. Notify sales of expansion revenue

5. Daily sales summary

1. Sync new accounts to the data warehouse

2. Log plan changes

3. Monitor system errors

4. Clean up old records

5. Update regional tax settings

Playbooks

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

What are playbooks?

Payment Recovery Playbook

Refund Processing Playbook

Subscription Audit Playbook

Invoice Reconciliation Playbook

Tax Compliance Playbook

Churn Risk Playbook

Subscription Upgrade Playbook

Renewal Check-In Playbook

Billing Inquiry Playbook

Onboarding Success Playbook

Deal Closure Playbook

Renewal Opportunity Playbook

Expansion Revenue Playbook

Lost Deal Analysis Playbook

Sales Briefing Playbook

Subscription Cleanup Playbook

Plan Migration Playbook

Data Sync Playbook

System Health Playbook

Pricing Update Playbook

Connect Recurly + 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 Recurly AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Recurly AI Agent