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AE Account Intelligence Analyst

Walk into the meeting knowing more than they expect.

  • Maps stakeholders and their priorities
  • Surfaces recent triggers and events
  • Recommends the angle to lead
PR
Priya Ferrari
Published this agent
Estimated time savings, hours a month
059
5 hours as installed
9 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“build me an account brief on Acme for tomorrow's exec meeting”

Returns the result with context and next steps.

“Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite”

Eliminates the back-and-forth coordination overhead

“Pull up the Customer Insights Analyst pipeline for this quarter and flag any deals that have gone silent for more than 10 days”

Surfaces at-risk deals before they slip past quarter-end

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
CRMGmailExtraCalendarExtraSlackExtra
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026