AI Health Score Calculator

Overview

This n8n workflow creates a composite customer health score by aggregating signals from multiple data sources. It runs daily, pulling usage data from Mixpanel, support tickets from Zendesk, engagement metrics and NPS/CSAT scores from Salesforce, and stakeholder activity data. The weighted score is written back to your CRM and alerts are sent to Slack when accounts drop below threshold.

Prerequisites

Before setting up this template, you'll need:

• n8n instance (self-hosted or n8n Cloud)
• Salesforce — OAuth2 API credentials with read/write access to accounts
• Zendesk — API token with ticket search permissions
• Mixpanel — Service account or API secret for engagement data
• Slack workspace — Bot token with permission to post to channels

Setup Guide

Step 1: Import the Workflow

1. Open your n8n instance

2. Go to Workflows → Import from File

3. Upload the workflow.json file

4. The workflow will appear in your workflow list

Step 2: Configure Credentials

1. Salesforce: Go to n8n Settings → Credentials → Add Salesforce OAuth2 credentials

2. Zendesk: Add your Zendesk API credentials (subdomain + API token)

3. Mixpanel: Add an HTTP Header Auth credential with your Mixpanel API secret

4. Slack: Create a Slack app, add bot token, and configure the Slack credential in n8n

Step 3: Update API Endpoints

Open each HTTP Request node and replace the placeholder URLs:

• Fetch Active Accounts — Your Salesforce account list endpoint
• Fetch Usage from Mixpanel — Your Mixpanel engage/export endpoint
• Fetch Support Tickets — Your Zendesk search API endpoint
• Fetch Engagement & NPS — Your CRM engagement data endpoint
• Update CRM Health Score — Your CRM account update endpoint

Step 4: Customize Health Score Weights

Open the Calculate Health Score code node and adjust the weights object:

• usage (default: 0.30) — Product usage trends
• support (default: 0.20) — Support ticket frequency/severity
• engagement (default: 0.20) — Email opens, meeting attendance
• nps (default: 0.15) — NPS/CSAT survey scores
• stakeholder (default: 0.15) — Champion/exec activity

Step 5: Configure Alert Threshold

Update the Score Below Threshold? node to set your alert threshold (default: 60).

Step 6: Set Slack Channel

Update the Send Health Alert to Slack node with your preferred channel (default: #cs-health-scores).

Step 7: Activate

Toggle the workflow to Active and monitor the first run.

Configuration Options

Setting

Default

Description

Schedule	Daily (24h)	How often health scores are recalculated
Alert threshold	60	Score below this triggers a Slack alert
Usage weight	30%	Weight of product usage in composite score
Support weight	20%	Weight of support ticket signals
Engagement weight	20%	Weight of email/meeting engagement
NPS weight	15%	Weight of NPS/CSAT scores
Stakeholder weight	15%	Weight of stakeholder activity

How to Customize

Add data sources

Add more HTTP Request nodes before the Merge node. Examples:

• Pendo/Amplitude — Feature adoption data
• Gainsight — Existing health indicators
• Calendar API — Meeting frequency with customer

Customize score thresholds

Edit the status thresholds in the Calculate Health Score node:

• Critical: below 40
• At Risk: 40-59
• Needs Attention: 60-74
• Healthy: 75+

Add email digest

Add an email node after the filter to send daily health score summaries to CS leadership.

Historical tracking

Add a node to write scores to a database or spreadsheet for trend analysis over time.

Troubleshooting

• No data from Mixpanel — Verify your API secret and that account IDs match between systems
• Merge node errors — Ensure all three data sources return the same account_id field
• Scores all showing 100 — Check that your API endpoints return actual metric data, not empty objects
• Slack not posting — Verify bot token permissions and channel name (include the #)