What does this automation do?
A first failed charge is usually a bank retry, so the flow stops there. A repeat failure waits a day for the retry to clear, then gets a written, human follow-up.
What can you do with it?
- Stay silent on the first failure, which usually fixes itself
- Let the retry window pass before anyone is contacted
- Reach the customer who is genuinely about to lapse
The Steps
This automation runs in 6 steps:
- When Stripe — Invoice Payment Failed
- Then Filter — continue only when this is not the first failed charge for the customer
- Then Delay — wait 1 day for the retry to clear
- Then Taskade AI — Ask Agent ("Billing Desk")
- Then Gmail — Send Email
- Then Taskade — Add Task
What makes this different from a Zapier-style flow?
The "Billing Desk" step is not a one-off model call. It is a Taskade AI agent that knows your plans, invoices and dunning policy, remembers which customers it has already contacted, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for billing and finance teams chasing involuntary churn. A first failed charge is usually a bank retry, so the flow stops there. A repeat failure waits a day for the retry to clear, then gets a written, human follow-up.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Invoice Payment Failed" from Stripe.
- Add a Filter step: Filter — continue only when this is not the first failed charge for the customer.
- Add a Delay step: Delay — wait 1 day for the retry to clear.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Billing Desk".
- Add the action "Send Email" from Gmail.
- Add the action "Add Task" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.