Skip to main content
The weekly summary is the one AI feature that looks at your entire book of business at once rather than a single account. It runs on a schedule and lands in your inbox, so the week starts with a read on what changed rather than a dashboard you have to interrogate.

​
What it covers

  • Accounts that moved — health tier changes in both directions, so recoveries are as visible as drops
  • Conversations that stalled — threads where the customer spoke last and nobody replied
  • Requests and issues — what shipped, what is still open, and which accounts are waiting on it
  • Meetings — what happened last week and what is booked this week
  • Accounts that went quiet — no email, no meeting, no product activity

​
Scope

The summary covers the accounts you can see. In an organization that means the org’s accounts; if you own a subset as their CSM, the summary leads with yours. Generating it reads a week of activity across every account, so it takes a few minutes on a large portfolio. It runs in the background — you do not need to keep a tab open.

​
Getting it by email

Turn the email on in your profile. Delivery timing follows your organization’s setting, configured under organization settings. If you would rather read it in the app, the summary lives on the dashboard once it has been generated.

​
Filtered summaries

Alongside the scheduled weekly run, you can generate a summary for a specific set of accounts — pick them from the accounts list and generate. This is the one to use before a QBR, a territory review, or a handover, where the question is about ten accounts rather than all of them. Filtered summaries are cached per set of accounts, so asking for the same set twice in a morning does not regenerate it.

​
Reading it over the API

The most recent weekly summary is available at GET /ai/weekly-summary, and over MCP as get_weekly_summary. It is read-only there: generation happens in the app and on the schedule, so an API caller reads what has already been produced. A status of none means nobody has generated one yet.
The summary is generated per person, not per organization — it reflects what you can see. Two people in the same organization can legitimately get different summaries.