VIP Account Activity Digest Automation
Reduce manual reporting time by 70% through automated VIP activity digests and owner notifications.
Automatically collect high-value account activities and deliver a daily digest to owners. The workflow groups VIP account tasks, summarizes recent activity, and sends a concise report so stakeholders stay informed without manual compilation.
Documentation
Description
Keeping VIP accounts informed requires timely, accurate summaries of recent activity — a task that often consumes sales ops time. This workflow runs daily, fetches VIP account activities, groups them by account, and composes a human-friendly digest. The digest is delivered directly to account owners so they can review recent actions quickly and prioritize follow-up, improving account engagement and executive visibility.
Workflow Steps
- The workflow runs on a daily schedule.
- It fetches VIP account activities from the system for the last 24 hours.
- Activities are grouped by account and formatted into a readable digest.
- If there are activities, a concise email and chat notification are sent to the account owner.
- If no relevant activities are found, the workflow does nothing for that run.
- The workflow repeats each day per the configured schedule.
Key Benefits
- Always-on visibility: Stakeholders receive daily summaries without manual effort.
- Faster proactive engagement: Owners can prioritize outreach based on fresh activity.
- Reduced reporting overhead: Automates routine reporting so teams focus on customer work.