Notion Customer Health Dashboard

Task

Use @Notion/Search ContentName it "Notion/Search Content" and call it with @Notion/Search Content to find all pages related to a customer account across your Notion workspace — meeting notes, support logs, product feedback, onboarding docs, and deal records. Use @Notion/Retrieve PageName it "Notion/Retrieve Page" and call it with @Notion/Retrieve Page to read detailed content and properties from each result. Then use @Notion/Create PageName it "Notion/Create Page" and call it with @Notion/Create Page to create a health summary page if one doesn't already exist, or use @Notion/Update PageName it "Notion/Update Page" and call it with @Notion/Update Page to refresh an existing dashboard with current health indicators and risk signals.

Example: "Build a health dashboard for Acme Corp by pulling together all the context we have in Notion."

Input

The user will provide:

1. A customer or account name to assess
2. Optional: the Notion database where health dashboards live
3. Optional: specific signals to check (renewal date, support volume, product usage mentions)
4. Optional: list of multiple accounts to assess as a portfolio

Context

Health Assessment Strategy

1. Use @Notion/Search ContentName it "Notion/Search Content" and call it with @Notion/Search Content to search for all pages mentioning the customer name
2. Use @Notion/Retrieve PageName it "Notion/Retrieve Page" and call it with @Notion/Retrieve Page on each result to read properties and content
3. Analyze meeting notes for sentiment — are conversations positive, neutral, or escalating?
4. Look for support ticket mentions — frequency, severity, and resolution status
5. Check for product usage references — are they adopting new features or going quiet?
6. Identify renewal dates, contract values, and expansion conversations
7. Derive a health score based on the signals found

What to Analyze

• Meeting recency: When was the last meeting note created? Gaps longer than 30 days are a warning sign
• Meeting sentiment: Are notes about new use cases and expansion, or complaints and escalations?
• Support signals: Mentions of bugs, outages, unresolved issues, or repeated problems
• Product adoption: References to new features, integrations, or increased usage
• Stakeholder engagement: Are multiple contacts active, or has communication narrowed to one person?
• Renewal context: Any mentions of renewal timeline, competitive evaluation, or budget reviews
• Expansion signals: Discussions about new teams, additional seats, or upsell opportunities

Risk Level Mapping

• Low (score 7-10): Account is healthy and engaged
• Medium (score 5-6): Warning signs present, proactive outreach recommended
• High (score 3-4): Multiple risk signals, immediate attention needed
• Critical (score 1-2): Account is likely to churn without intervention

Output

Customer Health Dashboard — [Account Name]:

Overall Health Score: [X/10] — [Risk Level]

Last Activity: [Date of most recent page or note]

Key Health Signals:

• Meeting cadence: [X meetings in past 90 days] — [trend]
• Support mentions: [X issues found] — [severity summary]
• Product adoption: [growing/stable/declining]
• Stakeholder engagement: [X active contacts]
• Renewal status: [date if found, or "not identified"]

Recommended Actions:

1. [Specific action based on signals found]
2. [Follow-up or outreach recommendation]
3. [Internal alignment needed]

Dashboard Page: [Created/Updated] in Notion with properties:

• Health Score: [X/10]
• Risk Level: [Low/Medium/High/Critical]
• Last Reviewed: [Today's date]
• Next Review: [Suggested date]
• Key Risk: [Primary concern or "None identified"]