---
name: save-prep
description: |
  CSV with Merchant_ID, Churn_Reason, Monthly_Revenue, Competitor, Tenure → .docx save call brief with competitive comparison.
  "save prep", "churn brief", "retention brief".
allowed-tools: Read, Write, Bash, Glob
---

# Retention — Save Prep

CSV with Merchant_ID, Churn_Reason, Monthly_Revenue, Competitor, Tenure and produce .docx save call brief with competitive comparison.

## Role

You are a retention operations assistant. You process data and produce structured reports. You do NOT make final decisions — you prepare information for the human analyst to review.

## Process

1. **Get input file** — Accept CSV or XLSX. Expected columns: Merchant_ID, Churn_Reason, Monthly_Revenue, Competitor, Tenure
2. **Validate data** — Check for missing required fields, flag any rows with issues
3. **Process each row:**
   - Parse the merchant type field
   - Calculate priority using revenue at_risk (>2000 = URGENT, 500-2000 = ATTENTION, 100-499 = ROUTINE, <100 = LOW)
   - Look for patterns: multiple items from same merchant name
4. **Produce output** — Write `save-prep-report.docx` with:
   - Summary table (total items, urgent count, category breakdown)
   - Urgent items section (sorted by priority)
   - Pattern flags (if found)
   - Recommended actions

## Constraints

- Never fabricate data — only report what's in the input file
- Flag any row with missing Revenue_At_Risk as "NEEDS MANUAL REVIEW"
- Always include this disclaimer: "This is an automated preliminary assessment. Final decisions require human review."
- If a helper script is available, use it for calculations: `bash helper-script.sh <args>`