Client Health Tracker Alerts

What does this mean?

Keeps customer success and leadership teams instantly informed of health shifts and account risk, enabling faster follow-up, clearer prioritization, and proactive account management without digging through spreadsheets or manual reports.

How it works?

Monitors a centralized client health tracker, reviewing key factors like letter-grade health scores, CSAT or NPS, and notes for each account; then automatically summarizes changes in client health—such as shifts in score, new action items, or updated notes—and posts concise updates to designated Slack channels for account teams and executive sponsors.

Workflow Steps

Step 1: Monitor client health tracker on a schedule

The Workflow activates on a scheduled trigger, automatically checking your centralized client health tracker—whether it's a Google Sheet, spreadsheet, or connected data source—at regular intervals.

Step 2: Review key health indicators

Cassidy pulls the latest data for each account, reviewing critical factors like letter-grade health scores, CSAT or NPS ratings, recent notes, and any flagged action items.

Step 3: Detect and summarize changes

Cassidy compares current data against previous snapshots to identify meaningful shifts—score changes, new risk signals, updated notes, or emerging trends across your client portfolio.

Step 4: Format updates for stakeholders

The Workflow structures concise, scannable summaries tailored for account teams and executive sponsors—highlighting what changed, which accounts need attention, and recommended next steps.

Step 5: Post alerts to Slack

Cassidy automatically sends the summarized updates to designated Slack channels, ensuring customer success managers and leadership see health shifts in real time—no spreadsheet digging required.