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Use this guide when you want Hyperline to surface the work that needs attention instead of relying on manual checks across customers, invoices, payments, subscriptions, integrations, and usage. Hyperline has several automation layers. They work best together: Sentinel monitors operational issues, customer intelligence monitors customer signals, notifications route findings to the right teammates, and AI assistants help investigate or execute repeatable workflows when you need more context.

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Choose the right automation layer

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What each layer does

Sentinel

Watches billing operations and creates tasks for issues such as failed payments, late invoices, disconnected integrations, and subscription errors.

Customer intelligence

Reviews customer context across usage, billing, payments, ownership, support, and communication signals.

Usage tracking

Shows custom usage metrics on customer records so teams can monitor adoption, consumption, and plan limits.

AI assistant workflows

Connects Hyperline to AI assistants through MCP, the CLI, and reusable workflow skills.

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1. Start with Sentinel

Use Sentinel monitoring for operational issues that should not depend on someone checking lists manually. Sentinel is useful for:
  • Failed or late payments
  • Draft or overdue invoices
  • Disconnected payment providers or integrations
  • Subscription renewal issues
  • Electronic invoicing failures
Give the right teammates access to Sentinel tasks so operational issues reach the people who can resolve them.

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2. Add customer intelligence

Use customer intelligence when you want to prioritize accounts based on customer context, not only billing exceptions. Customer intelligence can help you monitor:
  • Customers with payment risk or late payment patterns
  • Accounts with declining or growing usage
  • Strategic customers approaching renewal
  • Expansion opportunities based on adoption or consumption
  • Customers with weak communication or unresolved support signals
Create a customer monitoring agent from Customers > Monitoring. Start with Autopilot when you want Hyperline to choose the schedule and signal weighting, or use Advanced mode when you want to focus the agent on a specific segment or workflow.

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3. Route findings to owners and followers

Assign owners and followers so customer findings have a clear audience. Use this when:
  • Account owners should receive customer health findings
  • Finance teammates should follow payment-risk segments
  • Customer success managers should follow strategic accounts
  • Managers need visibility without becoming the customer owner
Each user can also manage notification channels from Profile > Notifications.

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4. Expose usage signals

Use custom usage tracking to display product-specific metrics on customer records. Good usage metrics include:
  • Seats used
  • API calls
  • Storage consumed
  • AI credits spent
  • Active workspaces
  • Feature adoption milestones
These signals help teams spot adoption risk, upsell readiness, and customers approaching plan limits.

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5. Connect AI assistants for deeper workflows

Use Hyperline AI tools when an assistant needs to investigate, explain, or prepare repeatable revenue workflows. For example, an assistant can help:
  • Investigate a customer balance
  • Build an insights report
  • Answer a billing question
  • Draft a quote or invoice workflow
  • Plan a bulk subscription update
Use Hyperline MCP when your assistant supports MCP, or Hyperline CLI for terminal-based assistants and scripts.

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Example workflows

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Next steps