> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zudo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Weekly summary

> A Monday-morning read on your whole portfolio — what moved, what went quiet, and what needs you this week — generated and emailed on a schedule.

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](/settings/profile). Delivery timing follows your organization's setting, configured under [organization settings](/settings/organization).

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`](https://zudo.so/api/v1/docs#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.

<Note>
  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.
</Note>