Agent template
Customer Health Brief
Weekly per-account brief joining HubSpot CRM data with Stripe subscription state, flags churn risk based on MRR change, last touch, and open tickets.
template · customer-health-brief
- Category
- Intelligence
- Setup
- Advanced setup
- Connects to
- HubSpot, Stripe, Notion
- Tools
- 6
- Model
- gpt-4.1-mini
What it uses
The tools this agent may call.
- Current time
- HubSpot: list contacts
- HubSpot: list deals
- Stripe: list subscriptions
- Stripe: retrieve customer
- Notion: create notion page
Any of them can require a person's approval before it runs. You choose which, after you install it.
Getting it running
Connect its apps and fill in the parts of the prompt that describe your team.
Install it
It becomes a regular agent in your workspace, yours to change.Connect HubSpot and Stripe and Notion
Sign in to each app once; every agent can then use it.Choose the gates
Pick which of its tools wait for a person's approval.Run it
On demand or on a schedule, and read the first run end to end.
Install it in your workspace
It runs on your model keys, with zero markup on tokens.
More in Intelligence
Other agents for the same work.
- IntelligenceWeekly Engineering ReportEvery Monday morning, summarizes the past week's GitHub activity (PRs merged, issues closed, top contributors) and Linear cycle stats into a single Slack post and a Notion archive page.Advanced setupGitHubLinearSlackNotion
- IntelligenceRevenue SnapshotDaily one-line MRR / new customers / churn snapshot from Stripe, posted to a leadership Slack channel each morning.Connect an appStripeSlack
- IntelligencePipeline Hygiene AuditorScans HubSpot deals for hygiene issues, stale stage age, missing next step, no contact in 14 days, and posts a per-rep digest to Slack so reps clean their pipeline before the weekly forecast call.Advanced setupHubSpotSlack
Integrations
18 apps, your models, your APIs.
Connect GitHub, Gmail, Slack and more once, describe any HTTP API as a tool, and choose the model per agent.
Install it, read its first run.
Every template is a regular agent once installed: change its prompt, its tools and its approvals, and see every run.