Client Health Dashboard (Scoring) - n8n Workflow | Neura Market
Client Health Dashboard (Scoring)
Weekly workflow that analyzes logged client emails using AI to generate satisfaction scores and updates a dashboard sheet for client health monitoring.
This workflow automates client health analysis by running weekly on Mondays at 10 PM ET. It retrieves batches of logged email data from a Google Sheet (starting from row 2), loops through each client's interactions from the past week, and employs AI to summarize communications and assign a satisfaction score. The results are then appended to a dedicated dashboard sheet, providing actionable insights into client happiness and potential at-risk accounts.
Key benefits include eliminating manual em
Platform
n8n
Category
Finance
Price
$16.99
Creator
Fred Garcia
client-health
ai-scoring
satisfaction-score
google-sheets
weekly-schedule
email-analysis
client-management
dashboard
automation
productivity
How to import this workflow into n8n
1Purchase or download the workflow to get the n8n workflow JSON file.
2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
3Open each node marked with a credential warning and connect your own accounts and API keys.
4Run the workflow once manually to verify the data flow, then toggle it to Active.