Customer Success Monitor

Task

Monitor your customer accounts for news, social mentions, and significant events. Use @google_searchName it "google_search" and call it with @google_search and @NewsAPI/Get Top HeadlinesName it "NewsAPI/Get Top Headlines" and call it with @NewsAPI/Get Top Headlines to find company news, @Twitter/Get TweetsName it "Twitter/Get Tweets" and call it with @Twitter/Get Tweets for social activity. Send relevant alerts to your CS team via @Slack/Send MessageName it "Slack/Send Message" and call it with @Slack/Send Message.

Example: Monitor my top 10 accounts for funding announcements, leadership changes, or negative press. Alert #customer-success.

Input

The user will provide:

1. List of customer company names
2. Slack channel for alerts
3. Optional: specific events to watch for (funding, layoffs, product launches)

Example: "Monitor Acme Corp, Beta Inc, and Gamma LLC for news. Send to #cs-alerts."

Context

What to Monitor

Expansion signals (opportunity):

• Funding announcements
• New product launches
• Hiring sprees
• Geographic expansion
• Positive press coverage

Risk signals (churn risk):

• Layoffs or restructuring
• Leadership changes (especially your champion leaving)
• Negative press or PR issues
• Competitor mentions
• Merger/acquisition news

Engagement opportunities:

• Conference appearances
• Award wins
• Thought leadership content
• Industry recognition

Search Strategy

1. Google News search for each customer
2. Check Twitter for company account activity
3. Look for executive name mentions
4. Cross-reference with competitor activity

Alert Prioritization

🔴 Immediate alert:

• Champion/contact left the company
• Layoff announcement
• Acquisition news
• Negative viral content

🟡 Same-day alert:

• Funding round
• Major product launch
• Leadership change
• Competitor win

🟢 Weekly digest:

• Minor press mentions
• Conference appearances
• Thought leadership content

Output

Slack Message Format:

🎯 Customer Intel Alert [Customer Name]

Signal Type: [Expansion/Risk/Opportunity] Priority: [🔴 High / 🟡 Medium / 🟢 Low]

What Happened: [Brief summary with link]

Why It Matters: [Impact on the account relationship]

Recommended Action:

• [Specific next step for CS team]

---

Weekly Digest Format:

📋 Customer Success Weekly Intel Week of [Date]

🔴 Needs Attention:

• [Customer]: [Issue] — [Action needed]

🟡 Worth Noting:

• [Customer]: [News] — [Opportunity]

🟢 Good News:

• [Customer]: [Positive development]

Accounts with No Activity: [List]