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Customer Health Monitor

Detect declining customer health and create risk insights

Created by Priya Sharma

Total Runs

23

Last Run

2d ago

Actions

3

Workflow Visualization

WHEN

Customer health score drops below 50

Event detected

IF#1

Score change > 15 points in 30 days

Condition check

THEN#1

Analyze account

Execute action

THEN#2

Create risk insight

Execute action

THEN#3

Notify account owner

Execute action

Run History

Overdue Invoice Escalation triggered

Invoice INV-2847 ($18,500) escalated to finance team

System·Yesterday

Customer Health Monitor triggered

Evergreen Energy health drop detected — insight created

System·2d ago

Weekly Executive Summary delivered

Report emailed to leadership team and posted to Slack

System·2d ago