Score client health from your email log

Every Monday at 08:00, the client emails you have logged on a spreadsheet tab are read, and each new one is summarised and scored by AI from 1 (about to leave) to 10 (delighted) for how satisfied the client sounds. The result goes into a client health tab: one row per client with their latest score, a status of Healthy, Watch or At risk, the trend since their previous email, the summary and the reasons.

The accounts that need a call this week are the ones marked At risk. Each email is scored once, so re-running never rescores old mail, and the first run starts from recent emails rather than a year of history. A row with no client or no message is reported and skipped, a reply with no readable score leaves the client's row untouched until next week, and a health tab with an unrecognised header row is never written into.

Your email log needs 'Client' and 'Message' columns, with 'Date' and 'Subject' used when present, and new emails added as rows at the bottom. The health tab is created for you if it does not exist yet.

Run every Monday at 08:00.Run every Monday at 08:00.

Set spreadsheetUrl to blank.Set spreadsheetUrl to blank.

Set emailsTabName to Emails.Set emailsTabName to Emails.

Set healthTabName to Client health.Set healthTabName to Client health.

Set maxEmailsPerRun to 60.Set maxEmailsPerRun to 60.

Set maxMessageChars to 6000.Set maxMessageChars to 6000.

Set maxRememberedEmails to 300.Set maxRememberedEmails to 300.

Get the stored value 'client_health_scored'. Save it as scoredStore.Get the stored value 'client_health_scored'. Save it as scoredStore.

Set remembered to an empty list.Set remembered to an empty list.

If scoredStore.found is yesIf scoredStore.found is yes

Yes

If a step below fails, save the error as memoryErrorIf a step below fails, save the error as memoryError

Try

Take scoredStore.value from position 0 on and save it as remembered.Take scoredStore.value from position 0 on and save it as remembered.

On error

Stop and report a problem: The stored value 'client_health_scored' holds something that is not a list, so the workflow cannot tell which emails it has already scored. Delete that stored value from the workflow's settings to start again from the most recent emails, then run it again.Stop and report a problem: The stored value 'client_health_scored' holds something that is not a list, so the workflow cannot tell which emails it has already scored. Delete that stored value from the workflow's settings to start again from the most recent emails, then run it again.

No

No steps

Set emailsRead to nothing.Set emailsRead to nothing.

If a step below fails, save the error as emailsReadErrorIf a step below fails, save the error as emailsReadError

Try

Google SheetsRead the rows of spreadsheetUrl. Save it as emailsRead.Read the rows of spreadsheetUrl. Save it as emailsRead.

On error

Stop and report a problem: Could not read the '@emailsTabName' tab: emailsReadError.message. Check the tab name and that the Google Sheets connection can open the spreadsheet.Stop and report a problem: Could not read the '@emailsTabName' tab: emailsReadError.message. Check the tab name and that the Google Sheets connection can open the spreadsheet.

If emailsRead is emptyIf emailsRead is empty

Yes

Stop and report a problem: Reading the '@emailsTabName' tab returned nothing. Check the tab name and the Google Sheets connection, then run it again.Stop and report a problem: Reading the '@emailsTabName' tab returned nothing. Check the tab name and the Google Sheets connection, then run it again.

No

No steps

Set emailHeaders to emailsRead.headers.Set emailHeaders to emailsRead.headers.

Set emailRows to emailsRead.rows.Set emailRows to emailsRead.rows.

If emailRows is emptyIf emailRows is empty

Yes

Finish the run: The '@emailsTabName' tab has no emails logged yet, so there is nothing to score. The dashboard in '@healthTabName' is unchanged.Finish the run: The '@emailsTabName' tab has no emails logged yet, so there is nothing to score. The dashboard in '@healthTabName' is unchanged.

No

No steps

If emailHeaders doesn't contain Client or emailHeaders doesn't contain…If emailHeaders doesn't contain Client or emailHeaders doesn't contain…

Yes

Stop and report a problem: The '@emailsTabName' tab needs Client and Message columns in its header row, spelled exactly like that (Date and Subject columns are optional). Its header row currently reads: emailHeaders joined by , .Stop and report a problem: The '@emailsTabName' tab needs Client and Message columns in its header row, spelled exactly like that (Date and Subject columns are optional). Its header row currently reads: emailHeaders joined by , .

No

No steps

Set logOrderDays to 0.Set logOrderDays to 0.

If the length of emailRows is greater than 1If the length of emailRows is greater than 1

Yes

If a step below fails, save the error as logDateErrorIf a step below fails, save the error as logDateError

Try

Count the days from emailRows[0].Date to emailRows[-1].Date and save it as logOrderDays.Count the days from emailRows[0].Date to emailRows[-1].Date and save it as logOrderDays.

On error

Change logOrderDays to 0.Change logOrderDays to 0.

No

No steps

If logOrderDays is less than 0If logOrderDays is less than 0

Yes

Stop and report a problem: The '@emailsTabName' tab looks newest-first: its first email is dated emailRows[0].Date and its last emailRows[-1].Date. This workflow takes new emails from the bottom of the log, so a newest-first log would hide new mail from it. Sort the tab by Date, oldest first, and add new emails as rows at the bottom, then run it again.Stop and report a problem: The '@emailsTabName' tab looks newest-first: its first email is dated emailRows[0].Date and its last emailRows[-1].Date. This workflow takes new emails from the bottom of the log, so a newest-first log would hide new mail from it. Sort the tab by Date, oldest first, and add new emails as rows at the bottom, then run it again.

No

No steps

Set healthRead to nothing.Set healthRead to nothing.

If a step below fails, save the error as healthReadErrorIf a step below fails, save the error as healthReadError

Try

Google SheetsRead the rows of spreadsheetUrl. Save it as healthRead.Read the rows of spreadsheetUrl. Save it as healthRead.

On error

If a step below fails, save the error as createTabErrorIf a step below fails, save the error as createTabError

Try

Google SheetsCreate the tab healthTabName in spreadsheetUrl.Create the tab healthTabName in spreadsheetUrl.

Change healthRead to {headers:[],rows:[]}.Change healthRead to {headers:[],rows:[]}.

On error

Stop and report a problem: Could not read or create the '@healthTabName' tab: createTabError.message. Add an empty tab with that name to the spreadsheet, then run it again.Stop and report a problem: Could not read or create the '@healthTabName' tab: createTabError.message. Add an empty tab with that name to the spreadsheet, then run it again.

Set healthHeaders to healthRead.headers.Set healthHeaders to healthRead.headers.

Set expectedHeaders to [Client, Health score, Status, Trend, Summary, Why, Last email, Emails scored, Updated at].Set expectedHeaders to [Client, Health score, Status, Trend, Summary, Why, Last email, Emails scored, Updated at].

Set expectedHeaderLine to Client|Health score|Status|Trend|Summary|Why|Last email|Emails scored|Updated at.Set expectedHeaderLine to Client|Health score|Status|Trend|Summary|Why|Last email|Emails scored|Updated at.

Join the items from index 0 up to 9 of healthHeaders with | and save it as actualHeaderLine.Join the items from index 0 up to 9 of healthHeaders with | and save it as actualHeaderLine.

Set mustWriteHeaders to false.Set mustWriteHeaders to false.

If healthHeaders is emptyIf healthHeaders is empty

Yes

Change mustWriteHeaders to true.Change mustWriteHeaders to true.

Else if @actualHeaderLine is not @expectedHeaderLine

If expectedHeaderLine| starts with actualHeaderLine| (ignoring case)If expectedHeaderLine| starts with actualHeaderLine| (ignoring case)

Yes

Change mustWriteHeaders to true.Change mustWriteHeaders to true.

No

Stop and report a problem: The '@healthTabName' tab has a header row this workflow does not recognise (actualHeaderLine), so it will not write into it. Its first nine columns need to be, in this order: expectedHeaders joined by , . Point 'healthTabName' at an empty tab and the workflow writes them for you.Stop and report a problem: The '@healthTabName' tab has a header row this workflow does not recognise (actualHeaderLine), so it will not write into it. Its first nine columns need to be, in this order: expectedHeaders joined by , . Point 'healthTabName' at an empty tab and the workflow writes them for you.

Otherwise

No steps

If mustWriteHeaders is yesIf mustWriteHeaders is yes

Yes

Google SheetsOverwrite row 1 of healthTabName in spreadsheetUrl.Overwrite row 1 of healthTabName in spreadsheetUrl.

No

No steps

Set sheetKeys to an empty list.Set sheetKeys to an empty list.

For each logged in emailRows:For each logged in emailRows:

Set loggedKey to blank.Set loggedKey to blank.

Set loggedClient to blank.Set loggedClient to blank.

Set loggedMessage to blank.Set loggedMessage to blank.

Set loggedDate to blank.Set loggedDate to blank.

If logged.Client is yesIf logged.Client is yes

Yes

Trim logged.Client and save it as loggedClient.Trim logged.Client and save it as loggedClient.

No

No steps

If logged.Message is yesIf logged.Message is yes

Yes

Trim logged.Message and save it as loggedMessage.Trim logged.Message and save it as loggedMessage.

No

No steps

If logged.Date is yesIf logged.Date is yes

Yes

Trim logged.Date and save it as loggedDate.Trim logged.Date and save it as loggedDate.

No

No steps

If loggedClient isn't empty and loggedMessage isn't emptyIf loggedClient isn't empty and loggedMessage isn't empty

Yes

Change loggedKey to loggedClient in lowercase truncated to 40 characters|loggedDate truncated to 24 characters|loggedMessage in lowercase truncated to 40 characters.Change loggedKey to loggedClient in lowercase truncated to 40 characters|loggedDate truncated to 24 characters|loggedMessage in lowercase truncated to 40 characters.

No

No steps

Add loggedKey to the end of sheetKeys and save it as sheetKeys.Add loggedKey to the end of sheetKeys and save it as sheetKeys.

Set startPos to 0.Set startPos to 0.

Set startingFresh to the length of remembered is 0.Set startingFresh to the length of remembered is 0.

Set runNotes to an empty list.Set runNotes to an empty list.

If startingFresh is noIf startingFresh is no

Yes

Set anchorPos to -1.Set anchorPos to -1.

For each rememberedKey in remembered:For each rememberedKey in remembered:

Find the position of rememberedKey in sheetKeys and save it as foundAt. Find the position of rememberedKey in sheetKeys and save it as foundAt.

If foundAt is greater than or equal to 0 If foundAt is greater than or equal to 0

Yes

Change anchorPos to foundAt.Change anchorPos to foundAt.

Stop repeating.Stop repeating.

No

No steps

If anchorPos is less than 0If anchorPos is less than 0

Yes

Add None of the the length of remembered emails this workflow remembers scoring are in the '@emailsTabName' tab any more, so it treated the tab as a new log. to the end of runNotes and save it as runNotes.Add None of the the length of remembered emails this workflow remembers scoring are in the '@emailsTabName' tab any more, so it treated the tab as a new log. to the end of runNotes and save it as runNotes.

Change remembered to an empty list.Change remembered to an empty list.

Change startingFresh to true.Change startingFresh to true.

No

Change startPos to anchorPos.Change startPos to anchorPos.

No

No steps

If startingFresh is yesIf startingFresh is yes

Yes

Change startPos to the length of emailRows minus maxEmailsPerRun.Change startPos to the length of emailRows minus maxEmailsPerRun.

If startPos is less than 0If startPos is less than 0

Yes

Change startPos to 0.Change startPos to 0.

No

No steps

If startPos is greater than 0If startPos is greater than 0

Yes

Add First run: started from the most recent maxEmailsPerRun emails in the tab; the startPos older rows above them will not be scored. to the end of runNotes and save it as runNotes.Add First run: started from the most recent maxEmailsPerRun emails in the tab; the startPos older rows above them will not be scored. to the end of runNotes and save it as runNotes.

No

No steps

No

No steps

Set newEmails to 0.Set newEmails to 0.

Set scanPos to 0.Set scanPos to 0.

For each scanned in emailRows:For each scanned in emailRows:

If scanPos is greater than or equal to startPosIf scanPos is greater than or equal to startPos

Yes

Set scanKey to sheetKeys[@scanPos].Set scanKey to sheetKeys[@scanPos].

If scanKey isn't empty and remembered doesn't contain scanKeyIf scanKey isn't empty and remembered doesn't contain scanKey

Yes

Add 1 to newEmails.Add 1 to newEmails.

No

No steps

No

No steps

Add 1 to scanPos.Add 1 to scanPos.

Set surplus to newEmails minus maxEmailsPerRun.Set surplus to newEmails minus maxEmailsPerRun.

If surplus is less than 0If surplus is less than 0

Yes

Change surplus to 0.Change surplus to 0.

No

No steps

If surplus is greater than 0If surplus is greater than 0

Yes

Add newEmails emails were new but 'maxEmailsPerRun' is maxEmailsPerRun, so only the newest maxEmailsPerRun were scored. The surplus older ones will not be scored; raise 'maxEmailsPerRun' if you log more than that between runs. to the end of runNotes and save it as runNotes.Add newEmails emails were new but 'maxEmailsPerRun' is maxEmailsPerRun, so only the newest maxEmailsPerRun were scored. The surplus older ones will not be scored; raise 'maxEmailsPerRun' if you log more than that between runs. to the end of runNotes and save it as runNotes.

No

No steps

Set scoredThisRun to 0.Set scoredThisRun to 0.

Set clientsScored to an empty list.Set clientsScored to an empty list.

Set skippedSurplus to 0.Set skippedSurplus to 0.

Set loopPos to 0.Set loopPos to 0.

For each email in emailRows:For each email in emailRows:

Set emailPos to loopPos.Set emailPos to loopPos.

Add 1 to loopPos.Add 1 to loopPos.

If emailPos is less than startPosIf emailPos is less than startPos

Yes

Skip to the next item.Skip to the next item.

No

No steps

Set emailKey to sheetKeys[@emailPos].Set emailKey to sheetKeys[@emailPos].

If emailKey is emptyIf emailKey is empty

Yes

Show in the output: Skipped row email.row_number in '@emailsTabName': it has no Client or no Message, and both are needed to score it.Show in the output: Skipped row email.row_number in '@emailsTabName': it has no Client or no Message, and both are needed to score it.

Skip to the next item.Skip to the next item.

No

No steps

If remembered contains emailKeyIf remembered contains emailKey

Yes

Skip to the next item.Skip to the next item.

No

No steps

If skippedSurplus is less than surplusIf skippedSurplus is less than surplus

Yes

Add 1 to skippedSurplus.Add 1 to skippedSurplus.

Skip to the next item.Skip to the next item.

No

No steps

Trim email.Client and save it as client.Trim email.Client and save it as client.

Make client lowercase and save it as clientKey.Make client lowercase and save it as clientKey.

Trim email.Message and save it as message.Trim email.Message and save it as message.

Set emailDate to blank.Set emailDate to blank.

Set emailSubject to blank.Set emailSubject to blank.

If email.Date is yesIf email.Date is yes

Yes

Trim email.Date and save it as emailDate.Trim email.Date and save it as emailDate.

No

No steps

If email.Subject is yesIf email.Subject is yes

Yes

Trim email.Subject and save it as emailSubject.Trim email.Subject and save it as emailSubject.

No

No steps

Set messageForModel to message.Set messageForModel to message.

If the length of message is greater than maxMessageCharsIf the length of message is greater than maxMessageChars

Yes

Change messageForModel to message truncated to maxMessageChars charactersChange messageForModel to message truncated to maxMessageChars characters [Message cut off here.].

No

No steps

Set rowLabel to the email from client (row email.row_number).Set rowLabel to the email from client (row email.row_number).

If a step below fails, save the error as emailErrorIf a step below fails, save the error as emailError

Try

Google SheetsRead the rows of spreadsheetUrl. Save it as healthNow.Read the rows of spreadsheetUrl. Save it as healthNow.

Set existingRow to nothing.Set existingRow to nothing.

For each healthRow in healthNow.rows:For each healthRow in healthNow.rows:

If healthRow.Client is yes If healthRow.Client is yes

Yes

If healthRow.Client in lowercase is clientKeyIf healthRow.Client in lowercase is clientKey

Yes

Change existingRow to healthRow.Change existingRow to healthRow.

Stop repeating.Stop repeating.

No

No steps

No

No steps

ClaudeAsk Claude: 'Summarise one email a client sent us, for the account manager who looks after them and has not read it. Write two or three plain sentences: what the client wrote about, anything they asked for or complained about, and anything that is waiting on a reply from us. Use only what the email says and do not guess at anything it leaves out. No heading, bullet points or preamble.Ask Claude: 'Summarise one email a client sent us, for the account manager who looks after them and has not read it. Write two or three plain sentences: what the client wrote about, anything they asked for or complained about, and anything that is waiting on a reply from us. Use only what the email says and do not guess at anything it leaves out. No heading, bullet points or preamble. Client: client Date: emailDate Subject: emailSubject Email: messageForModel'. Save it as summaryAnswer. Maximum response length: 300

Set summary to blank.Set summary to blank.

If summaryAnswer.response_text is yesIf summaryAnswer.response_text is yes

Yes

Trim summaryAnswer.response_text and save it as summary.Trim summaryAnswer.response_text and save it as summary.

No

No steps

If summary is emptyIf summary is empty

Yes

Show in the output: No summary came back for rowLabel; it will be tried again on the next run.Show in the output: No summary came back for rowLabel; it will be tried again on the next run.

Skip to the next item.Skip to the next item.

No

No steps

ClaudeAsk Claude: 'You are judging how satisfied a client sounds from one email they sent us. Score their satisfaction from 1 to 10 using the tone of the email and what it asks for: 1 is a client who is angry or about to leave, 4 is one who is unhappy or losing patience, 7 is a routine email with no complaint in it, 10 is a client who is delighted with us.Ask Claude: 'You are judging how satisfied a client sounds from one email they sent us. Score their satisfaction from 1 to 10 using the tone of the email and what it asks for: 1 is a client who is angry or about to leave, 4 is one who is unhappy or losing patience, 7 is a routine email with no complaint in it, 10 is a client who is delighted with us. Reply in exactly this shape and nothing else: SCORE: a whole number from 1 to 10 WHY: one or two sentences naming the words, tone or requests the score rests on Rules you must follow: - The first line must be SCORE: followed by the number and nothing else. - Judge only this email. Do not assume anything about the relationship that the email does not say. - Do not soften. An email that reads as frustrated, disappointed or curt scores low even when it is polite, and an unanswered complaint or a threat to leave scores 3 or lower. - A routine, neutral email with no complaint scores 7. Score above 7 only when the client says something positive about us or our work. - If this is not really from the client (an automatic reply, a newsletter, an out-of-office notice), score 7 and say so in WHY. Client: client Subject: emailSubject Summary: summary Email: messageForModel'. Save it as scoreAnswer. Maximum response length: 200

Set verdict to blank.Set verdict to blank.

If scoreAnswer.response_text is yesIf scoreAnswer.response_text is yes

Yes

Trim scoreAnswer.response_text and save it as verdict.Trim scoreAnswer.response_text and save it as verdict.

No

No steps

Set scoreLine to blank.Set scoreLine to blank.

Set why to blank.Set why to blank.

For each verdictLine in verdict split by a new line:For each verdictLine in verdict split by a new line:

Trim verdictLine and save it as lineText. Trim verdictLine and save it as lineText.

If lineText starts with SCORE: (ignoring case) and scoreLine is empty If lineText starts with SCORE: (ignoring case) and scoreLine is empty

Yes

Change scoreLine to lineText.Change scoreLine to lineText.

Else if @lineText starts with "WHY:" (ignoring case)

Trim lineText with WHY: replaced by (ignoring case) and save it as why.Trim lineText with WHY: replaced by (ignoring case) and save it as why.

Otherwise

No steps

Extract the first number from scoreLine and save it as scoreRaw.Extract the first number from scoreLine and save it as scoreRaw.

If scoreRaw is blankIf scoreRaw is blank

Yes

Show in the output: Could not read a score for rowLabel: the reply began '@verdict truncated to 120 characters'. The client's row is unchanged; it will be tried again on the next run.Show in the output: Could not read a score for rowLabel: the reply began '@verdict truncated to 120 characters'. The client's row is unchanged; it will be tried again on the next run.

Skip to the next item.Skip to the next item.

No

No steps

If scoreRaw is less than 1 or scoreRaw is greater than 10If scoreRaw is less than 1 or scoreRaw is greater than 10

Yes

Show in the output: The score for rowLabel came back as scoreRaw, which is not between 1 and 10. The client's row is unchanged; it will be tried again on the next run.Show in the output: The score for rowLabel came back as scoreRaw, which is not between 1 and 10. The client's row is unchanged; it will be tried again on the next run.

Skip to the next item.Skip to the next item.

No

No steps

Round scoreRaw to the nearest integer and save it as score.Round scoreRaw to the nearest integer and save it as score.

If why is emptyIf why is empty

Yes

Change why to verdict.Change why to verdict.

No

No steps

Set status to Watch.Set status to Watch.

If score is greater than or equal to 7If score is greater than or equal to 7

Yes

Change status to Healthy.Change status to Healthy.

No

No steps

If score is less than or equal to 3If score is less than or equal to 3

Yes

Change status to At risk.Change status to At risk.

No

No steps

Set previousScore to blank.Set previousScore to blank.

Set scoredBefore to 0.Set scoredBefore to 0.

Set clientLabel to client.Set clientLabel to client.

If existingRow isn't emptyIf existingRow isn't empty

Yes

Extract the first number from existingRow["Health score"] and save it as previousScore.Extract the first number from existingRow["Health score"] and save it as previousScore.

Extract the first number from existingRow["Emails scored"] and save it as countBefore.Extract the first number from existingRow["Emails scored"] and save it as countBefore.

If countBefore isn't blankIf countBefore isn't blank

Yes

Change scoredBefore to countBefore.Change scoredBefore to countBefore.

No

No steps

If existingRow.Client is yesIf existingRow.Client is yes

Yes

Trim existingRow.Client and save it as clientLabel.Trim existingRow.Client and save it as clientLabel.

No

No steps

No

No steps

Set trend to New.Set trend to New.

If previousScore isn't blankIf previousScore isn't blank

Yes

Change trend to Steady.Change trend to Steady.

If score is greater than previousScoreIf score is greater than previousScore

Yes

Change trend to Improving.Change trend to Improving.

No

No steps

If score is less than previousScoreIf score is less than previousScore

Yes

Change trend to Declining.Change trend to Declining.

No

No steps

No

No steps

Set lastEmail to emailDate.Set lastEmail to emailDate.

If lastEmail is emptyIf lastEmail is empty

Yes

Get today's date and save it as lastEmail.Get today's date and save it as lastEmail.

No

No steps

Set rowValues to [clientLabel, score, status, trend, summary, why, lastEmail, scoredBefore plus 1, the current date and time].Set rowValues to [clientLabel, score, status, trend, summary, why, lastEmail, scoredBefore plus 1, the current date and time].

If existingRow isn't emptyIf existingRow isn't empty

Yes

Google SheetsOverwrite row existingRow of healthTabName in spreadsheetUrl.Overwrite row existingRow of healthTabName in spreadsheetUrl.

No

Google SheetsAdd a row to healthTabName in spreadsheetUrl.Add a row to healthTabName in spreadsheetUrl.

Add emailKey to the end of remembered and save it as remembered.Add emailKey to the end of remembered and save it as remembered.

If the length of remembered is greater than maxRememberedEmailsIf the length of remembered is greater than maxRememberedEmails

Yes

Take remembered from position the length of remembered minus maxRememberedEmails on and save it as remembered.Take remembered from position the length of remembered minus maxRememberedEmails on and save it as remembered.

No

No steps

Set the stored value 'client_health_scored' to remembered.Set the stored value 'client_health_scored' to remembered.

Add 1 to scoredThisRun.Add 1 to scoredThisRun.

If clientsScored doesn't contain clientKeyIf clientsScored doesn't contain clientKey

Yes

Add clientKey to the end of clientsScored and save it as clientsScored.Add clientKey to the end of clientsScored and save it as clientsScored.

No

No steps

On error

Show in the output: Could not score rowLabel: emailError.message. It will be tried again on the next run.Show in the output: Could not score rowLabel: emailError.message. It will be tried again on the next run.

Set atRiskClients to an empty list.Set atRiskClients to an empty list.

Set dashboardNote to blank.Set dashboardNote to blank.

If a step below fails, save the error as summaryReadErrorIf a step below fails, save the error as summaryReadError

Try

Google SheetsRead the rows of spreadsheetUrl. Save it as dashboardNow.Read the rows of spreadsheetUrl. Save it as dashboardNow.

For each dashboardRow in dashboardNow.rows:For each dashboardRow in dashboardNow.rows:

If dashboardRow.Status is At risk and dashboardRow.Client is yes If dashboardRow.Status is At risk and dashboardRow.Client is yes

Yes

Add dashboardRow.Client to the end of atRiskClients and save it as atRiskClients.Add dashboardRow.Client to the end of atRiskClients and save it as atRiskClients.

No

No steps

If atRiskClients isn't emptyIf atRiskClients isn't empty

Yes

Change dashboardNote to At risk: atRiskClients joined by , .Change dashboardNote to At risk: atRiskClients joined by , .

No

Change dashboardNote to No client is marked At risk..Change dashboardNote to No client is marked At risk..

On error

Change dashboardNote to The dashboard could not be read back for this summary: summaryReadError.message.Change dashboardNote to The dashboard could not be read back for this summary: summaryReadError.message.

Set notesText to blank.Set notesText to blank.

If runNotes isn't emptyIf runNotes isn't empty

Yes

Change notesText to runNotes joined by a space.Change notesText to runNotes joined by a space.

No

No steps

Set attempted to newEmails minus surplus.Set attempted to newEmails minus surplus.

If scoredThisRun is 0If scoredThisRun is 0

Yes

If newEmails is 0If newEmails is 0

Yes

Finish the run: No new emails to score in '@emailsTabName' since the last run; the dashboard in '@healthTabName' is unchanged.@dashboardNote@notesText.Finish the run: No new emails to score in '@emailsTabName' since the last run; the dashboard in '@healthTabName' is unchanged.@dashboardNote@notesText.

No

Stop and report a problem: Tried to score attempted new email(s) in '@emailsTabName' and none succeeded; see the messages above. The dashboard in '@healthTabName' is unchanged.@dashboardNote@notesText.Stop and report a problem: Tried to score attempted new email(s) in '@emailsTabName' and none succeeded; see the messages above. The dashboard in '@healthTabName' is unchanged.@dashboardNote@notesText.

No

No steps

Finish the run: Scored scoredThisRun email(s) for the length of clientsScored client(s) in '@healthTabName'.@dashboardNote@notesText.Finish the run: Scored scoredThisRun email(s) for the length of clientsScored client(s) in '@healthTabName'.@dashboardNote@notesText.