💚 Customer Health Dashboard with AI

What Can You Do With This Automation?

Proactive customer success:

• Health Scoring: Calculate customer health.

• Usage Tracking: Monitor product engagement.

• Risk Detection: Flag at-risk customers.

• Intervention Triggers: Create tasks for CSMs.

• Trend Analysis: Track health over time.

Automation Flow

Trigger: Schedule Weekly

Actions:

1. Calculate health scores for all customers
2. Compare to previous week
3. Identify declining accounts
4. Create intervention tasks
5. Generate dashboard and alert CSMs

How To Use This Automation

• Go to the "Automations" tab in your workspace.

• Define health score criteria

• Set risk thresholds

• Enable the toggle to activate