Account follow-up bots go wrong when they email customers from weak signals. Keep the bot on draft + evidence.
Inputs worth connecting
- CRM account notes and renewal date
- Product usage (where you already have access)
- Support ticket volume / open escalations
- Recent stakeholder email threads (read-only)
First prompt
For accounts renewing in 90 days, combine usage drops, open support tickets, and missing stakeholder activity into a watch list. For each account include evidence, why it matters, and a draft check-in email in my voice. Do not contact customers or edit CRM.
Approval rule
External customer contact stays human until the bot’s drafts need almost no edits for two weeks. Then you can allow “queue for send,” still not auto-send.
Find account-health style bots under Sales.