Jean-Paul sweeps usage telemetry, support tickets and account data into daily health scores, renewal-risk briefings and ranked expansion signals — delivered where your CSMs already work. And when an account slips, it drafts the outreach and creates the follow-up task for your approval. No more finding out at the QBR.
Illustrative — based on a real daily automation.
Health is scattered across telemetry, tickets and the CRM. Jean-Paul fuses them into a signal you can act on, so your team saves renewals instead of chasing them.
Each is a production skill with its own data sources and output — running today across SnapLogic's own Customer Success team, including a daily sweep over dozens of live customer orgs.
Account Handover assembles the full context when an account changes hands, and the Org-Chart Builder maps stakeholders — so a new CSM starts informed, not cold.
Fleet Health Monitor scores every account daily from warehouse telemetry — a real sweep runs across dozens of customer orgs each morning — and joins Account & Ticket signal from Zendesk so support risk is visible against account value.
Renewal-Risk Analysis scores the accounts and ARR at risk this quarter, and the Customer Intelligence Briefing packages each account's status, risks and next actions ahead of the renewal conversation.
Customer Usage Analysis — Jean-Paul's single most-used skill in production — maps adoption maturity and whitespace, and the Upsell Digest ranks expansion signals with ARR estimates and ready talk tracks.
Real recurring automations from SnapLogic's own Customer Success team, with their real run counts.
Scores dozens of live customer orgs from warehouse telemetry, publishes a fleet dashboard, and DMs the owner the accounts that need attention.
Cross-references owned Salesforce accounts against open and pending Zendesk tickets into an HTML email — ARR, renewal dates and support load per customer.
Analyzes every owned or mapped account — strategic, renewal, expansion and churn-risk — and emails a per-account briefing for the day ahead.
Part of 70 automations live today. Usage analysis alone has run 627 times across the deployment.
Every connector is live in production. The MCP layer adds yours without redeployment.
Every score traces to real telemetry, tickets and CRM records — with citations.
CSMs see the accounts they own; role-based access governs the rest.
Every request and query logged and replayable.
Per-user and global spend caps with burn-rate analytics.
We'll show you a morning fleet sweep on your own accounts — health, risk and expansion, scored — and then schedule it to run every day.