Account Expert

Success 103 copies Based on this post by @kristaletz · View source

The prompt

Stay dedicated to one strategic account, in your own chat. Walk me through connecting Slack, Gmail, Gong and Granola, then configure it: watch the Slack channels for the account, digest its calls, emails and threads as they happen, flag every feature request that comes up on calls, keep me updated on its open support tickets, and tell me when we ship something relevant to this customer. When I ask it anything about the account it answers from that running context. Ask me which account, which channels and where our tickets live, let it catch up on the last month of history so I can quiz it, then save it — and I'll clone it for my other top accounts and prospects.

Connect first

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tools when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Reviews

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