Skip to main content
The Workflows page shows one recovery workflow per connected provider (Stripe, RevenueCat), each with its win-back offer, its triggers, its live status, and its results at a glance.

​
The New workflow wizard

The New workflow button walks you through four steps:
  1. Trigger — which event starts the workflow (a subscriber cancelling, or a trial ending without converting)
  2. Provider — connecting or picking the billing provider; see Connecting Stripe or Connecting RevenueCat
  3. Offer — the discount the AI may extend to save the subscription, plus the delivery & billing options; see Win-back Offers
  4. Finalize & Launch — the workflow goes live
The AI-written call script isn’t part of the wizard — review and edit it (and preview the call to your own phone) in the full campaign editor after the workflow is created. When you connect Stripe directly from the Integrations page, Atllas creates a cancellation workflow for you using your existing call settings (script tone, voice, and so on) — the wizard is then just where you review and adjust it.

​
Editing a workflow

Each trigger row’s edit (pencil) icon reopens the same wizard in place to change that trigger’s offer, script, and delivery settings. RevenueCat’s offer-code setup (App Store Connect key, code batches, inventory) lives here too, behind Manage codes.

​
Triggers

Each moment in the customer relationship gets its own workflow trigger, with its own campaign, offer, and script — the conversation that wins someone back is different at each stage:
  • Subscriber cancels — a customer with an active, paid subscription cancels (or schedules a cancellation)
  • Trial ends without converting — a customer’s subscription is still in its trial period when it cancels or lapses
  • Member loses access — fires on the day the member’s access actually ends, for a second recovery attempt before the relationship fully lapses. Each provider’s workflow card has its own on/off row for this trigger
Each trigger row also has its own delete action, so you can remove one trigger’s workflow without disconnecting the provider. The edit menu on a live trigger splits into Offer & delivery (reopens the in-place wizard) and Script & voice (opens the full campaign editor). Each trigger has its own campaign, so its offer and script are edited separately.
Mapping each trigger to its own campaign is configured by the Atllas team for you as part of white-glove onboarding — there’s no self-serve setting for this yet. If you only need one campaign for both, the default setup already covers that; just mention it if you’d like them split.
If a cancellation event doesn’t have a campaign configured for its trigger (for example, only paid cancellations were set up and a trial lapses), Atllas never dials that customer — the enrollment is marked Parked and shows up on your Revenue Recovery Activity log instead, exactly like any other enrollment that needs a look.