This workflow transforms raw SaaS metrics into a fully automated Product Health Monitoring & Incident Management system.
It checks key revenue and usage metrics every day (such as churn MRR and feature adoption), detects anomalies using a statistical baseline, and automatically creates structured incidents when something unusual happens.
When an anomaly is found, the workflow logs it into a central incident database, alerts the product team on Slack and by email, enriches the incident with context and AI-generated root-cause analysis, and produces a daily health report for leadership.
It helps teams move from passive dashboard monitoring to a proactive, automated system that surfaces real issues with clear explanations and recommended next steps.
Most SaaS teams struggle with consistent product health monitoring:
Metrics live in dashboards that people rarely check proactively
Spikes in churn or drops in usage are noticed days later
There is no unified system to track, investigate, and report on incidents
Post-mortems rely on memory rather than structured data
Leadership often receives anecdotal updates instead of reliable daily reporting
This workflow solves that by:
Tracking core health metrics daily (revenue and usage)
Detecting anomalies based on recent baselines, not arbitrary thresholds
Logging all incidents in a consistent format
Notifying teams only when action is needed
Generating automated root-cause insights using AI + underlying database context
Producing a daily “Product Health Report” for decision-makers
The result:
Faster detection, clearer understanding, and better communication across product, growth, and leadership teams.
This template is ideal for:
Product Managers & Product Owners
SaaS founders and early-stage teams
Growth, Analytics, and Revenue Ops teams
PMO / Operations teams managing product performance
Any organization wanting a lightweight incident monitoring system without building internal tooling
You will need:
A Postgres / Supabase database containing your product metrics
Slack credentials for alerts
Gmail credentials for email notifications
(Optional) Notion credentials for incident documentation and daily reports
An OpenAI / Anthropic API key for AI-based root cause analysis

The workflow is structured into four main sections:
Runs once per day, retrieves recent revenue metrics, identifies unusual spikes in churn MRR, and creates incidents when needed.
If an anomaly is detected, a Slack alert and email notification are sent immediately.
Monitors feature usage metrics to detect sudden drops in adoption or engagement.
Incidents are logged with severity, context, and alerts to the product team.
For every open incident, the workflow:
Collects additional context from the database (e.g., churn by country or plan)
Uses AI to generate a clear root cause hypothesis and suggested next steps
Sends a summarized report to Slack and email
Updates the incident status accordingly
Every morning, the workflow compiles all incidents from the previous day into:
A daily summary email for leadership
A Notion page for documentation and historical tracking
This ensures stakeholders have clear visibility into product performance trends.
Automated anomaly detection across revenue and usage metrics
Centralized incident logging with metadata and raw context
Severity scoring based on deviation from historical baselines
Slack and email alerts for fast response
AI-generated root cause analysis with recommended actions
Daily product health reporting for leadership and PM teams
Optional Notion integration for incident documentation
System logging for observability and auditability
Fully modular: you can add more metrics, alert channels, or analysis steps easily
When running, the workflow will generate:
Structured incident records in your database
Slack alerts for revenue or usage anomalies
Email notifications with severity, baseline vs actual, and context
AI-generated root cause summaries
A daily health report summarizing all incidents
(Optional) Notion pages for both incidents and daily reports
System logs recording successful executions
Watch the Youtube Tutorial video
I’m Yassin a Project & Product Manager Scaling tech products with data-driven project management.
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