Customer Pulse

Quick start

Ask: "How are customers feeling this month?"

Claude pulls disputes, tickets, email threads, and Intercom conversations for the last 30 days, groups them into 3–5 themes with verbatim evidence, and delivers a "do these 3 things this week" action list.

To include Google/Yelp reviews, paste them after triggering — or say "I have some reviews to add."

Workflow

Set the date window. Default: last 30 days. If the user specifies a range, use it.
Pull PayPal disputes. Fetch disputes opened in the window. If the PayPal API returns a rate-limit error, skip and add
```
PayPal: rate-limited — not included
```
to the Sources section. Do not retry; do not error. See reference/gotchas.md for the rate-limit pattern.
Pull HubSpot tickets and feedback. Fetch open and recently closed tickets. If 0 tickets exist, record
```
HubSpot tickets: 0
```
and continue — do not surface a warning.
Pull Gmail threads. Search for threads in the window containing:
```
refund cancel unhappy issue problem disappointed frustrated broken late slow wrong missing
```
. Extract subject lines and 1–2 sentence excerpts per thread.
Pull Intercom conversations. Call
```
search_conversations
```
to fetch open and recently closed conversations. Then call
```
get_conversation
```
for each conversation ID returned to access the full
```
conversation_parts
```
. Extract parts where
```
author.type === 'user'
```
— these are customer messages. Exclude parts where
```
author.type
```
is
```
admin
```
or
```
bot
```
.
Accept pasted reviews (optional). If the user pastes Google or Yelp review text, include it in the source pool tagged as
```
[Review]
```
. No connector required.
Extract themes. Group all evidence into 3–5 recurring themes. Each theme must include:
- A one-sentence label (e.g., "Shipping delays causing repeat complaints")
- 2–3 verbatim quotes with source tags:
```
[PayPal]
```
  ,
```
[HubSpot]
```
  ,
```
[Gmail]
```
  ,
```
[Intercom]
```
  , or
```
[Review]
```
- A signal count (how many items touch this theme)
Verbatim quotes are non-negotiable — never paraphrase. See reference/gotchas.md for the verbatim anti-pattern.
Generate the "do these 3 things" list. Rank themes by signal count. Pick the top 3 and write one concrete, owner-actionable step per theme. Format as a numbered checklist.
Deliver the report. Structure the output with these sections in order:
- Header — H2 with "Customer Pulse" and the date range.
- Sources pulled — Bullet list with signal counts per source (PayPal disputes, HubSpot tickets, Gmail threads, Intercom conversations, pasted reviews). Note any source that was rate-limited and skipped.
- Themes — For each theme, show a bold numbered theme label with the signal count, followed by two verbatim quotes as blockquotes, each attributed to its source.
- Do these 3 things this week — Numbered list of three concrete, owner-actionable steps, each tied to one of the top themes.
For a complete worked example, see reference/examples/example-report.md.

Approval gates

This skill is read-only — it does not post, send, reply, or modify any records. No approval gate is required.

Reference

reference/gotchas.md — PayPal rate limits, HubSpot empty state, verbatim quote requirement, Gmail keyword drift
reference/examples/example-report.md — full worked example output

customer-pulse

NPX Install

Tags

SKILL.md Content

Customer Pulse

Quick start

Workflow

Approval gates

Reference