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Lifecycle Automation

Automate the entire.
SaaS Lifecycle.

Create once, let it run forever. Kognit's automation engine powers onboarding, drives activation, prevents churn, and automatically upsells your users based on deep behavioral triggers.

Trigger-based SaaS workflows
Multi-channel: Email, In-App, SMS
Visual flow builder — zero code required
Real-time logs, webhooks & API alerts

Trial Expiry Warning

Trial ends in 3 days

Active

3 steps

SaaS Onboarding Drip

New account created

Active

5 steps

Churn Risk Mitigation

No login > 14 days

Active

4 steps

NPS Survey Request

Subscription active > 30d

Active

2 steps

Failed Payment Retry

Invoice payment failed

Active

4 steps

Enterprise Lead Nurture

Downloaded Whitepaper

Active

6 steps

Account Expansion

Usage limit > 90%

Active

3 steps

Webinar Follow-up

Attended live event

Active

3 steps

Enterprise Playbooks, ready to deploy

Start with a proven SaaS template. Customise in minutes. Deploy in one click.

SaaS User Onboarding

Trigger a multi-step email sequence when a user signs up. Highlights core features, invites teammates, and drives fast activation.

EmailIn-App

Churn Prevention Workflow

Detect drops in usage or failed logins. Automatically trigger check-in emails from the Customer Success Manager before they cancel.

EmailSlack

Dunning & Payment Recovery

Automatically retry failed Stripe payments and send a series of friendly reminders before revoking subscription access.

StripeEmail

Automated Upsell Path

Identify power users hitting their plan limits and trigger a targeted upsell email sequence for the Enterprise tier.

EmailCRM

Team Invite Nurture

When a new seat is added, send specialized onboarding material to the new team member to ensure rapid adoption.

Email

Annual Contract Renewal

Alert account managers 60 days before an enterprise contract expires, and send automated usage ROI reports to the client.

SalesforceEmail

Automate your growth today.

Set up your first automation in under 5 minutes.