Score client health from your email log
Scores how satisfied each client sounds in the emails you log every week and keeps a client health dashboard tab up to date.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1Google SheetsRead rowsReads the logged client emails, and reads the health tab to find each client's existing row and check its headings.
If a step fails
- 2Google SheetsCreate tabCreates the client health tab when the spreadsheet does not have one yet, ready for the dashboard's header row.
- 2
If
mustWriteHeaders- 3Google SheetsWrite rowWrites the dashboard's nine column headings on an empty tab, and rewrites a client's row with their latest score.
- 3
For each
email- 4Google SheetsRead rows
- 5AnthropicGenerate model responseAsks the AI to summarise each email, then to score the client's satisfaction from 1 to 10 and explain why.
If
existingRowis not empty- 6Google SheetsWrite row
Otherwise
- 7Google SheetsAppend rowAppends a new health row for a client not yet on the dashboard, with the trend marked as 'New'.
- 6
- 4
How it works
What happens on each run, in plain English.
Every Monday at 08:00, the client emails you have logged on a spreadsheet tab are read, and each new one is summarised and scored by AI from 1 (about to leave) to 10 (delighted) for how satisfied the client sounds. The result goes into a client health tab: one row per client with their latest score, a status of Healthy, Watch or At risk, the trend since their previous email, the summary and the reasons.
The accounts that need a call this week are the ones marked At risk. Each email is scored once, so re-running never rescores old mail, and the first run starts from recent emails rather than a year of history. A row with no client or no message is reported and skipped, a reply with no readable score leaves the client's row untouched until next week, and a health tab with an unrecognised header row is never written into.
Your email log needs 'Client' and 'Message' columns, with 'Date' and 'Subject' used when present. The health tab is created for you if it does not exist yet.
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