Customer Expansion and Upsell Intelligence — Monthly Account Analysis

Trigger: Scheduled — runs on the 1st of every month.

What this automates: Monthly customer health reviews that typically only happen for the loudest accounts.

1. Scheduled trigger fires on 1st of month
2. All customer accounts retrieved from HubSpot
3. Claude API analyzes each account for churn risk and expansion signals
4. CSM task created in HubSpot
5. CSM Slack-DM'd with expansion signal summary