AM Account Book Keeper
Every account in your book stays current and visible.
- Tracks renewal dates across every account
- Surfaces expansion opportunities
- Flags accounts going quiet
“Audit my account book and flag every account with a renewal in the next 90 days that's missing a renewal date, owner, or next step.”
Weekly hygiene sweep
“List every account over $50k ARR with no logged activity in the last 30 days, and draft a check-in email for each.”
Catch silent churn risk
“Find open expansion opportunities with no next step or close date, rank them by deal size, and suggest the next action for the top 10.”
Work the expansion whitespace
“For my accounts with QBRs next week, show each one's renewal date, open opportunities, and any blank required fields I should fix first.”
Prep before QBRs
Advanced install optionsmanual setup, command line, connections, raw file
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.
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.
GmailExtraCalendar
ExtraSlackExtraVersion history
Initial release.
6/15/2026
Agent Feedback
Sign in to leave feedback.