OTHER
Daily account health rollup from Snowflake to CS Slack channel
Every morning this pulls the latest NPS and usage-decay signals from Snowflake, computes a composite health score per account.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionQuery NPS + usage decay + ticket volume (Snowflake)Snowflake
- LogicCompute composite health score and filter new at-risk accounts
- ActionGenerate 'why now' summary per account (OpenAI)OpenAI
- OutputPost ranked at-risk digest to CS Slack channelSlack
What it does
Gives the CS team a single morning view of which accounts are sliding. It blends the most recent NPS into a usage-trend query in Snowflake, ranks accounts by a composite health score, and surfaces only the ones that crossed into the at-risk band overnight.
When to use it
Use it when your product telemetry and survey data already land in Snowflake and you want a daily standup-ready list instead of dashboards nobody opens. Ideal for a CS manager who triages a book of accounts each morning.
How it works
- 1A scheduled trigger runs each weekday morning before standup.
- 2An action step queries Snowflake for per-account NPS, 30-day usage delta, and open support volume.
- 3A logic step computes a weighted composite health score and filters to accounts that newly dropped below the at-risk threshold.
- 4OpenAI writes a one-line 'why now' explanation for each flagged account from its underlying signals.
- 5The output posts a ranked digest — account, score, trend arrow, and reason — to the CS Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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