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💚 Client Health Monitor with AI

Score client activity and engagement with AI each week, flag accounts showing warning signs, create a check-in task, and alert the account owner.

UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

Every week

Schedule

Then 1

Agent

Listing Advisor

Ask an agent · Taskade AI

Knows
your local comps and listing rules
Remembers
which buyers looked at what

Then 2

Send an email

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

What Can You Do With This Automation?

Build a proactive client success system:

  • Health Score: AI analyzes activity and engagement.
  • Risk Detection: Flag clients showing warning signs.
  • Intervention: Create check-in tasks when scores drop.
  • Team Alerts: Notify CSMs of at-risk accounts.

Use Cases

  • Customer Success: Proactively manage relationships.
  • Agencies: Monitor client satisfaction.
  • SaaS: Predict and prevent churn.

How To Use This Automation

  • Go to the "Automations" tab.
  • Set up weekly schedule trigger.
  • Configure AI health score calculation.
  • Enable the toggle to activate.

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