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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Customer health scores are meaningless if your CSMs can’t quickly understand what they mean or what actions to take. Instead of seeing “Health Score: 72,” your team needs clear explanations like “moderate health with declining usage but strong support engagement.”
Here’s how to use AI to automatically transform numerical health data into actionable narratives that drive immediate customer success actions.
Generate AI-powered customer health summaries using Coefficient
Coefficient ‘s GPTx functions let you create plain-English customer health summaries directly in Google Sheets. You can pull customer data from HubSpot and other systems, then use AI to generate contextual summaries that CSMs can immediately understand and act on.
How to make it work
Step 1. Import your customer health data into Google Sheets.
Use Coefficient to pull customer data from HubSpot, your product database, support system, and any other relevant sources. Set up columns for usage metrics, support tickets, engagement scores, contract values, and your calculated health scores.
Step 2. Create AI-powered summary formulas using GPTx.
In a new column, use Coefficient’s GPTx function to generate summaries. Try this formula:
Step 3. Customize prompts for your specific business needs.
Adjust your GPTx prompts to include your specific scoring logic and business context. For example, add industry-specific considerations or different summary styles for different stakeholders. You can create technical summaries for solutions engineers and executive summaries for leadership.
Step 4. Set up automated refreshes and exports.
Schedule Coefficient to refresh your data imports regularly and export the AI-generated summaries back to HubSpot custom fields. This keeps your CRM enriched with fresh, actionable insights without manual work.
Transform how your CSMs understand customer health
AI-powered health summaries eliminate the guesswork from customer success. Your CSMs get clear, actionable insights instead of cryptic numbers, leading to more meaningful customer conversations. Start generating intelligent customer health summaries today.
