The all-in-one AI plugin for Account Managers

Skills for account managers 17

• agency summarize meetingTurns a transcript into dated minutes with participants, decisions, and actions, like cleaning up a messy client kickoff recording.
• meeting notesPulls decisions, owned actions, agendas, and follow-ups from a transcript, so your Tuesday client call becomes a tracked list.
• customer success managerScores account health and builds retention and renewal plans, like a 90 day plan for an account with falling usage.
• meeting distiller proTurns messy handwritten notes into clean actions and decisions, so a scribbled renewal call still produces clear next steps.
• cross sell upsell strategistBuilds upsell opportunity lists, pitch scripts, and objection responses, like adding a training bundle to an existing software account.
• agency sales account strategistPlans land and expand moves, stakeholder maps, and QBR agendas to lift net revenue retention across your named accounts.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Client Updates And Check-Ins3 prompts, like Draft Routine Client Update
• Meeting Notes And Actions2 prompts, like Summarize Client Call Notes
• Status Reports And Documentation2 prompts, like Draft Weekly Account Status Report
• Project Coordination Support3 prompts, like Draft Client Project Kickoff Brief
• Feedback And Sentiment3 prompts, like Client Feedback Survey Design
• Escalation Response Planning3 prompts, like Draft an Escalation Acknowledgment
• Account Reviews And QBRs3 prompts, like Summarize Account Health Metrics

Apps you can build with AI 8

• Meeting record and action libraryBuild this when you keep hunting through old notes for what a client promised last quarter. Demo included.
• Meeting capture to follow-up action workspaceBuild this to cut the gap between a meeting ending and an approved follow-up going out. Demo included.
• Conversation evidence and follow-up workspaceBuild this when follow-ups must tie back to the exact moment in a recorded call. Demo included.
• Meeting capture and action library consoleBuild this if missed follow-ups are costing you renewals and you want one searchable record. Demo included.
• Conversation capture and follow-up workspaceBuild this to stop rewriting call notes by hand while keeping your judgment in the follow-up. Demo included.
• Meeting notes capture and retrieval workbenchBuild this when you need past meeting context fast and records must stay in your own store. Demo included.
• Spoken conversation transcript and highlight libraryBuild this to stop re-listening to calls and start searching transcripts your team owns. Demo included.
• Renewal scope drift comparisonBuild this to base renewal scope talks on documented delivery differences instead of memory and guesswork. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Insurance Renewal Data Refresh Agent". Each one also has a guided set-up with sample data on its page.

• Insurance Renewal Data Refresh AgentA renewal submission built on current, sourced exposure data.
• Sales Renewal Commitment Review AgentAccount teams know every unfulfilled commitment before renewal.
• Executive Sponsor Change Alert AgentDetect a sponsor change early and have a new relationship in place before renewal risk grows.
• Customer Health Survey Follow-up AgentMake sure every low survey score gets a personal reply and a check that the issue was solved.
• Post-Trip Review and Referral Follow-up AgentEvery returned client gets a personal check-in, and each reply ends in a claim file, a review request or a next-trip idea.
• Customer Churn Save AgentAt-risk customers are found early and contacted with a message that fits their cause.
• Meeting Action Item Follow-Through AgentMake sure every meeting action has an owner and a date and is followed until it is closed.
• Insurance Policy Audit Before Renewal AgentMake sure every renewal matches what the client actually needs before it is released.
• Cross-Sell Opportunity Review AgentOffer clients the cover they are likely missing, without pushing those who say no.
• Key Account Health Review AgentSpot at-risk top accounts early and verify that actions bring the signals back.
• Strategic Partner Performance Review AgentGive leaders a data-based view of each partner and a record of what was agreed to fix.
• Renewal and Expansion Opportunity AgentA ranked list of accounts with a clear expansion or risk plan before each renewal

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Pipedrive MCP serverLet your AI look up, create, and update your Pipedrive deals, contacts, and activities for you.
• Capsule CRM MCP serverConnect your AI to Capsule CRM so it can look up contacts, deals, projects and tasks for you.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• Attio MCP serverLet your AI read your Attio company records and notes, and write new notes for you.
• Bitrix24 MCP serverConnect Claude to your Bitrix24 portal so it can read and change CRM records, tasks, files and more.
• DoubleTick email tracking serverSend emails from your AI and see whether they were opened, plus when and on what device.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• GigaMail MCP serverLet your AI read, search and draft your email, with you approving every send or delete.
• Inbox Zero AI email assistantLet your AI tidy your Gmail, draft replies, track follow-ups, and give you meeting briefs.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• Teamwork MCP serverConnect your AI to Teamwork so it can look up projects, tasks, tickets, and messages for you. Official.

Your Grok Bot team 12

• Customer Success ManagerAssesses customer health, prevents churn, and finds upsell opportunities using confirmed data.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Churn RadarWatches account health signals and tells you which customers to call this week.
• Quarterly Business Review BuilderBuilds a client QBR from a folder of artifacts, proving value and surfacing risks.
• Contract Renewal RadarSweeps your contracts folder and calendars every renewal decision deadline before it's too late.
• Harvey SpecterNegotiates deals, renewals, and quotes to secure the best realistic price and terms for the owner.
• Customer Feedback Insight AssistantTurns customer feedback into actionable insights and responses for customer success managers.
• Customer Issue Resolution AssistantGuides customer success managers through issue triage, resolution, and proactive monitoring.
• Churn Autopsy AnalystAnalyze client churn to find root causes and build a retention playbook.
• Customer Engagement AssistantPersonalized customer engagement for Customer Success Managers.
• Customer Training Content DeveloperTraining content development assistant for Customer Success Managers, from research to delivery.
• Customer Report GeneratorGenerates, customizes, and tracks customer reports from data collection to delivery.