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Run the Customer Health Agent on a weekly schedule and flag at-risk customers to the CSM

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Service Hub Professional.

Company10 stepsUpdated for HubSpot seat pricing
OutcomeEvery Monday each customer account carries a fresh health status with a one-paragraph reason, and the CSM gets a task only for the accounts the agent marks at risk.
Workflow mapai-agents-009
Monday schedule for customer companies leads to Copy current status to previous status. Copy current status to previous status leads to Run agent Customer Health Agent. Run agent Customer Health Agent leads to Status output known. Status output known leads to No: Keep last value and create manual review task; Yes: Write status and reason and stamp time. Write status and reason and stamp time leads to Newly at risk. Newly at risk leads to Yes: High priority task for CSM and email to manager. No Yes Yes Monday schedule for customer companies Copy current status to previous status Run agent Customer Health Agent Status output known Keep last value and create manual review task Write status and reason and stamp time Newly at risk High priority task for CSM and email to manager
Monday schedule for customer companies leads to Copy current status to previous status. Copy current status to previous status leads to Run agent Customer Health Agent. Run agent Customer Health Agent leads to Status output known. Status output known leads to No: Keep last value and create manual review task; Yes: Write status and reason and stamp time. Write status and reason and stamp time leads to Newly at risk. Newly at risk leads to Yes: High priority task for CSM and email to manager. No Yes Yes Monday schedule for customer companies Copy current status to previous status Run agent Customer Health Agent Status output known Keep last value and create manual review task Write status and reason and stamp time Newly at risk High priority task for CSM and email to manager

When to use it, when not to

Use it

  • Use it when CSMs manage more accounts than they can review each week, and at-risk accounts are found at renewal time, which is too late.
  • Use it when the company record holds real signals: tickets, logged calls and emails, deals, usage properties. The agent reads the record. It does not know what happened in a tool that never syncs to HubSpot.
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Skip it

  • Do not use it if you already run a numeric health score and it works. Use renewal-expansion-015 on the score. An agent verdict next to a trusted score creates two truths.
  • Do not use it on more than 500 customers in one workflow. Run agent is limited to 500 executions per day. Split by weekday, see Variants.
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The rest of this spec

Prerequisites · 9 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 10 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 5 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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