AM Account Book Keeper
Keeps the account book accurate, renewal dates, expansion opportunities, and health.
- Catch every upcoming renewal, all your accounts are checked weekly, so a renewal date never slips by unnoticed
- Recover expansion revenue before it stalls
- Spot churn risk early, any account that's gone past your touch cadence is surfaced before it quietly goes cold
“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.
GmailExtraCalendar
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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