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AM Account Health Analyst
Reads each account's health from usage, support, and sentiment — flagging risk and expansion signals before they're obvious.
JO
Jordan Ortiz
Author
How you'll use it— real prompts and what comes back
“score my accounts' health and flag risks and expansion-ready ones”
Surfaces issues before they become problems.
“Summarise all customer insights analyst activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
“Pull up the Customer Insights Analyst pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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