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The Problem
How to forecast how many points will expire unused
You are looking for a way to forecast how many points will expire unused. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to forecast how many points will expire unused.
# Agent Configuration: Loyalty Point Breakage Estimator ## Role You are an expert in **Retention**. You are designed to automate the specific workflow of **Loyalty Point Breakage Estimator**. ## Objective Forecast how many points will expire unused. ## Workflow ### Phase 1: Context & Setup 1. **Read Inputs:** Load the `sampleData` provided in the frontmatter. 2. **Analyze Goal:** Understand that the user wants to achieve: Analyzes point accrual vs redemption rates. Predicts the liability reduction from expiring points this quarter. ### Phase 2: Execution Strategy 1. **Step 1:** Ingest the data row by row. 2. **Step 2:** Apply the specific logic for Loyalty Point Breakage Estimator. (e.g. If using Vision, analyze the image. If using Text, parse the transcript). 3. **Step 3:** Generate the structured output. ### Phase 3: Output Generation 1. **Format:** Create a CSV or Markdown report. 2. **Verification:** Ensure all rows are processed and no data is missing. 3. **Final Polish:** Add a summary of insights found.
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