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Customer Success Automation

Google Sheets for Customer Success

Automate Customer Success workflows with Google Sheets. Describe what you need and deploy an AI agent that executes autonomously.

5 Ways to Automate Google-sheets

1

Customer Health Score Alert

Search query: "hubspot customer health score alert"
EXAMPLE PROMPT

“Daily, calculate customer health scores in HubSpot based on product usage (last 7 days), support tickets (last 30 days), and NPS score, then alert the CSM in Slack for any account dropping below 60/100.”

Use this prompt ↗
⚡What the agent does
✓Runs daily at 9 AM
✓Queries product analytics for usage data
✓Counts support tickets per account (30 days)
✓Retrieves latest NPS scores
✓Calculates weighted health score
✓Identifies accounts below 60 threshold
✓Retrieves CSM assignment for each account
✓Sends personalized Slack alert with context
IMPACT

Proactive churn prevention. Intervene before customers leave.

2

Onboarding Milestone Tracking

Search query: "hubspot onboarding milestone tracking"
EXAMPLE PROMPT

“Track customer onboarding progress in HubSpot and post weekly to #customer-success with: accounts onboarded this week, accounts at risk of missing 30-day milestone, and accounts ready for expansion conversation.”

Use this prompt ↗
⚡What the agent does
✓Runs weekly on Mondays
✓Queries HubSpot for customer onboarding data
✓Counts accounts completing onboarding
✓Identifies accounts behind schedule
✓Flags accounts hitting usage milestones
✓Calculates onboarding completion rates
✓Formats summary with key metrics
✓Posts to #customer-success channel
IMPACT

Onboarding stays on track. Expansion opportunities identified.

3

QBR Prep Document

Search query: "hubspot qbr preparation automation"
EXAMPLE PROMPT

“7 days before a customer's quarterly business review, create a Notion page with: account summary, usage trends, support ticket analysis, product adoption score, and suggested talking points for the CSM.”

Use this prompt ↗
⚡What the agent does
✓Monitors calendar for upcoming QBRs
✓Triggers 7 days before meeting
✓Retrieves account information from HubSpot
✓Queries product usage data (90 days)
✓Analyzes support ticket trends
✓Calculates feature adoption rates
✓Generates suggested discussion topics
✓Creates formatted Notion QBR doc
IMPACT

Data-driven QBRs. Better customer conversations.

4

NPS Response Follow-Up

Search query: "hubspot nps follow up automation"
EXAMPLE PROMPT

“When a customer submits an NPS score of 6 or below in HubSpot, immediately create a task for the CSM to reach out, and post to #customer-success with the feedback, account value, and churn risk level.”

Use this prompt ↗
⚡What the agent does
✓Monitors HubSpot for new NPS responses
✓Filters for scores of 6 or below (detractors)
✓Extracts feedback comments
✓Retrieves account value and health history
✓Calculates churn risk level
✓Creates high-priority task for CSM
✓Posts alert to #customer-success with full context
✓Enrolls contact in win-back sequence
IMPACT

Detractors get immediate attention. Turn feedback into action.

5

Renewal Risk Dashboard

Search query: "hubspot renewal risk dashboard google sheets"
EXAMPLE PROMPT

“Weekly, create a Google Sheet of upcoming renewals in the next 90 days, flagging at-risk accounts based on health score, support tickets, and product usage, with recommended actions for each.”

Use this prompt ↗
⚡What the agent does
✓Runs weekly on Mondays
✓Queries HubSpot for renewals in next 90 days
✓Retrieves health scores for each account
✓Analyzes recent support ticket volume
✓Checks product usage trends
✓Calculates renewal risk score
✓Segments by risk level (high/medium/low)
✓Creates dashboard with recommended actions
IMPACT

Renewals managed proactively. Reduce churn systematically.