CSM Health Analyst
Work the right accounts instead of the loudest ones.
- Scores health from adoption, sentiment, and engagement
- Ranks the book by who needs attention
- Explains what drives each score
“score my customers' health and tell me who to focus on”
Returns the result with context and next steps.
“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.
GmailExtraCalendar
ExtraSlackExtraVersion history
Initial release.
6/15/2026
Agent Feedback
Sign in to leave feedback.