Operations

Every customer gets a daily health score with actionable recommendations for at-risk accounts

A daily health scan of every paying customer. The pipeline pulls usage data, error rates, subscription status, and recent activity for each account, then classifies them as hot (active and growing), warm (steady), or cold (declining or at risk). A prioritization agent ranks accounts by action urgency and drafts a one-line recommendation per account. The briefing is posted to your customer-success channel so your team knows exactly who needs attention today.

How it works

TriggerRuns every weekday at 7:00 AM
  1. 01
    Job

    Pull customer data from all sources

    Pull subscription status and payment history from Stripe. Pull usage metrics (messages sent, agents run, jobs executed) from the database. Pull error counts and latency from monitoring tools. For each paying customer, compile a snapshot row.
  2. 02
    Agent

    Score each account hot, warm, or cold

    For each account, classify based on:
    - **Usage trend**: increasing, flat, or declining over the last 7 and 30 days
    - **Error health**: error rate relative to usage volume, any spikes
    - **Payment health**: current, past-due, or failed; any recent plan changes
    - **Engagement**: recent logins, new agent creations, new integrations connected
    
    Assign a tier: **Hot** (growing, engaged, clean), **Warm** (steady, no red flags), **Cold** (declining, errors, payment issues).
  3. 03
    Agent

    Rank accounts and draft recommendations

    Sort accounts by action urgency:
    - Cold accounts with payment issues at the top
    - Cold accounts with declining usage next
    - Hot accounts with expansion signals (approaching limits, exploring new features)
    - Warm accounts last
    
    For each account in the top 20, draft a one-line recommendation (e.g. 'Send a check-in email', 'Investigate error spike from yesterday', 'Offer a plan upgrade').
  4. 04
    Tool

    Post daily briefing to #fde on Slack

    Post the ranked briefing to #fde. Include a summary counts (X hot, Y warm, Z cold), the top 10 accounts by urgency with recommendations, and a section on expansion opportunities.
ResultA daily briefing classifying every customer and surfacing the accounts that need attention today