Use case · 3 min read
Weekly customer follow-ups prepared in Slack
Account managers start Monday with drafted replies and next steps, ready to approve.
- Role
- Account manager
- Team
- Sales
# operations
A
Aino
@Switch prepare this week's customer follow-ups.
S
Account manager Agent
Done. The work is ready for your approval.
Approve workHow it works
- 01Checks the CRM and recent email threads
- 02Drafts a reply for each open conversation
- 03Gathers the next steps
- 04Flags exceptions for a person to handle
No email is sent without the account manager's approval.