The earliest signal that an account is drifting is almost never in the CRM. It is a sentence in an engineering channel three weeks before the renewal call. This automation catches those sentences and files them where the account owner will actually see them.
What's Included
- Name watch: the channels you choose are monitored for your customer and account names.
- Tone read: an AI agent scores whether the mention is a win, a risk, or noise before it logs anything.
- Record write: the mention, its channel, and its context attach to that customer's record.
- Health movement: repeated risk mentions move the account's health score and notify its owner.
- Owner digest: each account owner gets their own mentions rather than everyone's.
How To Use
- Clone the Customer Health kit and connect Slack.
- Load your account names and their owners.
- Choose the channels worth watching.
- Set what counts as a risk signal.
- Walk into renewals already knowing the answer.
Read the Slack integration guide, or pair with the customer support automations and the reports automations.
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