FOR CUSTOMER SUCCESS TEAMS
Renewals you see before they slip
Health scores, onboarding tasks, and QBR decks scatter across CS platforms and spreadsheets. WEXTL scores accounts, flags renewal risk, runs onboarding checklists, and packs QBR data on a canvas CSMs can adapt.
Deploys this workflow into your workspace — you'll connect your own accounts.
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Customer health workflow from Planhat to Sheets and Slack
What Customer Success teams automate
Health scoringPlanhat signals update sheets and Slack on score changes.
Renewal riskFilter at-risk renewals, email owners, alert the pod.
Onboarding checklistAsana milestones trigger Teams welcomes and Slack nudges.
QBR packPull CS metrics into Power BI and email the deck pack.
CS playbooks with proof
Health scores that propagate
Watch Planhat companies, filter score drops, append Sheets, Slack alert.
- CSMs - At-risk accounts ping before QBR.
- Leadership - Sheet history for board reviews.
- Sales - Align on accounts needing exec help.
- Product - Trends tied to real account ids.
Customer health workflow from Planhat to Sheets and Slack
CS stack on one canvas
Planhat, project tools, BI, and email already hold the data — handoffs are what slip.
Browse /apps for Planhat, Asana, Power BI, Gmail, Teams, and Slack — or clone a CS template.
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CS-ready
Health, renewal, onboarding, and QBR patterns.
- 2
Proactive
Alerts before renewals and milestones slip.
- 3
Customer success, by hand vs. with WEXTL
Frequently asked questions
When score drops below a threshold, open a CS task, notify the owner, and attach account context from CRM/CS tools.
Start automating with Customer Success or browse more workflows
Start automatingDrop this workflow into your WEXTL workspace and connect your own accounts.
Browse solutions & templatesExplore team solutions and ready-made workflow templates.