Retainer Health Agent
Reports monthly on utilisation per retainer and surfaces under or over-serviced accounts — so pricing conversations happen with the data.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Reports monthly on utilisation per retainer and surfaces under or over-serviced accounts — continuously, in your systems, in your tone.
In your operation, reports monthly on utilisation per retainer and surfaces under or over-serviced accounts — so pricing conversations happen with the data — but doing it manually does not scale. Retainer Health is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
Retainer Health connects to Retainer, Utilisation, Shopify and your ops & reporting stack. It reads your rules, brand voice and live data — then reports monthly on utilisation per retainer and surfaces under or over-serviced accounts — so pricing conversations happen with the data. Exceptions land with your team; everything else runs without another dashboard to check.
- Work arrives — Retainer · trigger fired
- Retainer Health processes — Utilisation · rules applied
- Validate output — Quality · policy check
- Write back — Systems updated · team notified
- Exception — Human review when needed
What it can deliver
- Retainer
- Utilisation
- Automated actions
- Drafts & summaries
Potential integrations
Retainer · Utilisation · Shopify · Slack · Airtable · Google Sheets
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
Your next operating asset