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AM Account Health Analyst
Reads each account's health from usage, support, and sentiment.
- Account health read before problems surface
- Risk signals synthesized across usage, support, and sentiment
- Champion-departure and adoption stalls flagged
JO
Jordan Ortiz
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal 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
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
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.
External connections
CRM
GmailExtraCalendar
ExtraSlackExtra
GmailExtraCalendarExtraSlackExtraConnects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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