Client Health Dashboard (Scoring)

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 email reviews, enabling proactive client management, and offering a high-level overview of relationship health. It's particularly valuable for sales, account management, or customer success teams handling high email volumes, saving hours of weekly analysis time.

Use cases: Finance firms tracking client sentiment post-interactions, agencies monitoring project feedback, or SaaS companies gauging renewal risks. Integrates seamlessly with Google Sheets for data persistence and scales via batch processing for large client bases. Pairs perfectly with a companion email logging workflow for end-to-end automation.