MalleableMalleable
Customer onboarding

Customer context brief

Malleable gives customer-facing teams the account brief they wish they had before every reply: CRM status, billing history, open tickets, internal notes, risk signals, and a recommended next move.

Malleable Workflow
Give account owners a short customer brief before they reply, using CRM, billing, support history, open issues, Slack mentions, and Notion account notes.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Customer thread, meeting, or escalated ticket

Identify Customer

Resolve sender, account, product, subscription, and owner.

HubSpot
Matches the sender to the account, subscription, and owner.

Collect Signals

Pull billing events, open tickets, notes, mentions, and recent activity.

Stripe
Pulls billing events and subscription status for the account.
Slack
Finds recent account mentions and owner context from team threads.

Summarize Risk

Write concise brief with source-linked risks and recommended next action.

Notion
Writes the risk brief with source links and recommended action.

Owner Review

Ask owner to confirm sensitive recommendations or customer-risk actions.

Slack
Sends the confirmation request to the account owner.
Waits
Handoff to resume workflow
Owner Review Review
Ask owner to confirm sensitive recommendations or customer-risk actions.
Complete
Resolving the customer, account, and owner...
How It Works
  1. 1Identify Customer: Resolve sender, account, product, subscription, and owner.
  2. 2Collect Signals: Pull billing events, open tickets, notes, mentions, and recent activity.
  3. 3Summarize Risk: Write concise brief with source-linked risks and recommended next action.
  4. 4Owner Review: Ask owner to confirm sensitive recommendations or customer-risk actions.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Customer owner gets instant context
  • High-risk accounts are flagged
  • Source facts stay attached

Integrations

HubSpotStripeNotionSlack

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