3 steps to automate weekly customer health reports — no code.
· Info Inlet
3 steps to automate weekly customer health reports — no code. 1. Connect your CRM (one click, OAuth). 2. Ask the chatbot to create a scorecard template — it fills itself. 3. Set an automation to run every Monday, posted to Slack. Need something we don't have? Ask — we build it in 3–7 days. #Xenition #Automation