Taskade Genesis builds a live client health scoring system that aggregates signals across onboarding touchpoints, calculates a score, and routes at-risk clients to the right action — automatically.
What Is Client Health Score Automation?
An AI-powered scoring pipeline that collects engagement signals — email opens, portal logins, document submissions, task completions — weights them according to your rules, and updates a health score on each client record in real time.
Why Use Client Health Score Automation?
- Multi-signal aggregation: AI agents pull data from email tools, portal analytics, and task completion via 100+ integrations.
- Relational scoring: The Relationship field links health scores to client records, assigned CSMs, and open risk tasks.
- Automatic escalation: Clients below threshold get flagged and assigned a recovery task to the CSM automatically.
- Persistent memory: Agents track score history and surface trend data without manual report-building.
- 7 project views: Table view for bulk scoring; Board view for risk triage by health band.
Who Should Use Client Health Score Automation?
- Customer success leaders managing portfolio health across a growing client base.
- SaaS companies correlating onboarding engagement with long-term retention.
- Agency operations leads identifying at-risk accounts before renewal conversations.
- Account managers prioritizing outreach based on objective signals rather than gut feel.
- Revenue operations teams connecting health data to churn forecasting models.
How To Set Up Client Health Score Automation?
- Clone the Client Health Score template from the Use Automation panel on this page.
- Define scoring dimensions and weights using the databases feature.
- Connect your engagement data sources via 100+ integrations.
- Set escalation thresholds in the automations editor.
- Review scores in Table view daily; configure AI agent digests using the custom agents guide.
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