How to automate customer health monitoring in 2026

Customer success teams often miss churn signals that exist across multiple tools like HubSpot and Intercom, so Relay.app enables teams to automate weekly health checks by scheduling a workflow that pulls renewal accounts, gathers usage and support data, and uses AI to score each account as red/yellow/green. The workflow delivers a ranked at-risk report to Slack before standup meetings, providing earlier intervention opportunities and helping CSMs prioritize their efforts. The approach can also be modified to identify expansion opportunities through adjusted scoring logic.