AM Account Health Analyst
See where an account needs attention while you can still help.
- Reads health from usage, support, and sentiment
- Flags risk and expansion signals early
- Explains what is driving each score
“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
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
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Initial release.
6/15/2026
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