ef0025d4-b2b-saas-customer-success-play
About this automation
An n8n workflow for customer success teams automating the QBR and health review cycle for B2B SaaS accounts. Pulls product usage and health score data from Gainsight or ChurnZero daily, generates QBR presentation decks from templates using account-specific metrics, schedules QBR meeting invitations 6 weeks in advance, sends pre-QBR data request for
How to Use This Repository
This is a community-contributed repository for n8n. To use these workflows:
- Clone the repository to your local machine:
git clone https://github.com/ncreighton/ef0025d4-b2b-saas-customer-success-play - Explore the repository for
.jsonor documentation files. - Follow the repository's internal README for specific setup instructions.