Automate Monthly Account Reviews

What this does

This playbook pulls everything that happened on an account this month: tasks completed, hours spent, client requests, correspondence, milestones, and any reports generated (with their metrics). It creates an Account Overview deliverable with an internal health rating, drafts a recap email to the client, and lands a review task on your desk.

If you run the monthly reporting playbook earlier the same day, this chain finds those rendered reports and pulls the metrics and links directly into the email. Schedule the reporting playbook for the morning and this one for the afternoon so the reports are posted to the feed before this chain runs.

Best for

Account managers running retainer clients who want a consistent monthly check-in without pulling data manually for each client.

How the chain works

Template 1: Account Health Snapshot. Pulls tasks, analytics, requests, correspondence, milestones, and any reports rendered in the last 30 days (with their metric data). Creates an “Account Overview” deliverable with an Account Health Rating (Healthy, Needs Attention, or At Risk). Only includes sections that have data. When done, books Template 2.

Template 2: Draft Client Email. Reads the Account Overview, finds the client contact, and drafts a recap email covering what was delivered, report metrics and links, follow-ups, and what’s next. The health rating is internal only and stays out of the email. When done, books Template 3.

Template 3: Review & Send. The SOP leads with the health rating so you know where to focus. Review the email for accuracy, add personal context, and send.

Requirements

• Templates 1-2 need Autocomplete enabled.
• The client should have at least one contact set up (the AI picks the first contact as the email recipient).
• Fill in the client description so the AI knows what to emphasize.

How to use it

1. Create a task from “Account Health Snapshot (1/3)” for your client, due in the afternoon on the last business day of the month. If you also run the Monthly Client Reporting playbook, schedule that one for the morning of the same day so the rendered report is posted to the feed before this chain runs.
2. On its due date, it autocompletes and the chain runs through both AI steps. To run it earlier, mark it complete yourself or click Run Prompt.
3. The review task lands in your queue. Check the Account Overview, review the email draft, add personal touches, and send.

Tips

• The email is never sent automatically. You always review and approve before it goes out.
• The health rating is internal only. The email never includes “Healthy” or “At Risk.” That assessment is for you to act on, not for the client to see.
• Multiple contacts? The prompt picks the first contact. If you want a specific person, add “Send to [Name]” to the prompt.
• It handles missing data. If you don’t use requests, correspondence, or reports, the overview focuses on tasks and milestones. No empty sections.
• Customize the email structure. Adjust the sections in the prompt to match your agency’s style. Some agencies skip “by the numbers” and lead with deliverables. Others add a “wins” section.