Account Health Compiler
Usage, support, and billing signals fuse into one health score per account — with the playbook to act on it.
Account health lives in three systems and nobody's head, so churn shows up as a surprise. This recipe compiles the full picture per account: engagement and relationship recency from HubSpot, open and historic support tickets from your support desk, and invoice and payment status from the billing ledger. Each signal is weighted into a single 0-100 health score with a trend arrow against the last run, and the churn driver behind any decline is named — support friction, billing disputes, engagement drop — not just "declining." Every risky account gets a concrete playbook — check-in, escalation, or save-offer — with a suggested owner, while healthy accounts with expansion signals get flagged for upsell. The whole scorecard is drafted as a Slack post for the CS channel, held for approval; nothing posts unreviewed, and reruns update scores in place instead of duplicating.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Resolve the roster scope, scoring weights, and playbook rules from memory; dedupe against the last run so accounts update rather than duplicate.
workflow orchestratorPull the account roster from HubSpot with engagement recency, open threads, owner, contract value, and last-touch history.
crm scannerNormalize the side signals per account: support-ticket counts and severity from the support desk, invoice and payment status from the Stripe ledger; mark any source that's absent.
data analystFuse the signals into a 0-100 score per account with a trend arrow vs the previous run, showing each signal's contribution.
health scorerName the churn driver behind every declined or low score — support friction, billing disputes, engagement gap — with the evidence.
churn predictorFlag healthy accounts with expansion signals — usage growth, new stakeholders, feature fit — as upsell-ready.
upsell finderAssign the named playbook per risky account — check-in, escalation, or save-offer — with trigger, suggested owner, and timing.
data analystDraft the CS-channel scorecard post exactly as it would appear: score movers, risky accounts with playbooks, upsell flags.
slack channel operations agentStage the scorecard and playbook batch for one-click approval; on approval, post to Slack and log playbook owners back to the CRM, returning receipts.
distributorAssemble the summary: roster scored, movers, risky accounts with playbooks, upsell flags, absent-signal caveats, and the in-hub footer.
report formatterRequired Agents
9- workflow-orchestrator
- crm-scanner
- data-analyst
- health-scorer
- churn-predictor
- upsell-finder
- slack-channel-operations-agent
- distributor
- report-formatter
Connections
Required
Optional
What it does
- Full-roster health sweep from your CRM — every account scored, not a hand-picked list
- 0-100 health score per account fused from usage, support, and billing signals
- Trend arrow per account — improving, stable, or declining vs the last run
- Churn risk with the driver named: support friction, billing disputes, engagement drop
- Named playbook per risky account: check-in, escalation, or save-offer
- Upsell flags on healthy accounts showing expansion signals
- CS-channel scorecard drafted as a Slack post, staged for approval
- Idempotent per account + window — reruns update in place, never duplicate
Example prompt
Compile account health across the whole roster — CRM activity, support tickets, and invoice status — and get me a scorecard with playbooks for the risky accounts.
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