Prepare for a useful customer review
Workflow: Analyse and produce.
Information to use
Selected account emails, available meeting notes or transcripts and approved customer performance data. CRM and usage data require uploads or an enabled integration.
Output
A draft Word review pack covering agreed goals, progress, open issues, evidence gaps and proposed next steps.
Capabilities to enable
M365 Tools, file analysis and a configured Word template. Use Code Interpreter where supplied performance data needs calculation.
Example prompt
Prepare this customer's quarterly review from the selected sources. Summarise progress against agreed goals, identify unresolved issues and propose next steps. Flag claims and figures the account manager should validate.
Review and access
The account manager approves the pack and checks that internal-only material is excluded before customer sharing.
