Strategic Accounts · QBR Auto-Prep
Every quarter, first Monday at 7:00 AM PT · 12 accounts
Workflows list mockup
Standardized 1895×765 aspect frame · uses shared AppShell · content from real WorkflowsListPage.tsx
Workflows Beta
Automated processes that run on a schedule or on demand.
Q2 Renewal Pipeline
Weekly on Monday at 6:00 AM PT · 8 accounts
Weekly Health Triage · All Accounts
Every Monday at 8:00 AM PT · 47 accounts
Client-facing
Generate and deliver presentations to your clients.
QBR Auto-Prep
Stop spending hours building QBR presentations by hand. Every account gets a branded, data-driven review — your team just reviews and sends.
Renewal Prep
Never scramble before a renewal again. An ROI presentation builds itself from your data, routes for approval, and lands in the client's inbox on time.
Internal
Monitor accounts and keep your team informed.
Weekly Account Digest
Your team can't watch 50 accounts at once. This does. Every Monday, get a brief on which accounts need attention and why — before problems become surprises.
Living Account Briefs
Every account gets a presentation that never goes stale. Each week, AI reviews what changed and surgically updates the deck. When a meeting comes up, it's already done.
Weekly Portfolio Brief
A living presentation that learns your portfolio. Every week it gets smarter — tracking which accounts improved, which got worse, and which patterns your team should see.
Workflows Beta
Automated processes that run on a schedule or on demand.
Strategic Accounts · QBR Auto-Prep
Every quarter, first Monday at 7:00 AM PT · 12 accounts
Q2 Renewal Pipeline
Weekly on Monday at 6:00 AM PT · 8 accounts
Weekly Health Triage · All Accounts
Every Monday at 8:00 AM PT · 47 accounts
Client-facing
Generate and deliver presentations to your clients.
QBR Auto-Prep
Stop spending hours building QBR presentations by hand. Every account gets a branded, data-driven review — your team just reviews and sends.
Renewal Prep
Never scramble before a renewal again. An ROI presentation builds itself from your data, routes for approval, and lands in the client's inbox on time.
Internal
Monitor accounts and keep your team informed.
Weekly Account Digest
Your team can't watch 50 accounts at once. This does. Every Monday, get a brief on which accounts need attention and why — before problems become surprises.
Living Account Briefs
Every account gets a presentation that never goes stale. Each week, AI reviews what changed and surgically updates the deck. When a meeting comes up, it's already done.
Weekly Portfolio Brief
A living presentation that learns your portfolio. Every week it gets smarter — tracking which accounts improved, which got worse, and which patterns your team should see.