Account briefing
Account briefing puts the last few months of an account in front of whoever is taking the call. It reads the CRM record, the mail thread and the connected channels, then writes a short briefing covering what was promised, what is open in support and what has changed since the last conversation. The account owner approves it before it goes to the deal channel.
Step by step
Pick up the meeting
The agent works from the calendar entry and the account it belongs to, so the briefing arrives before the call rather than after it.
Read the account record
CRM notes reach the agent through the Zapier connection agreed in the co-build, alongside the mail thread with the account.
Pull the open support picture
Outstanding tickets, recent escalations and anything still unresolved are gathered, because that is what customers open with.
List the outstanding commitments
Promises made in writing, and by whom, are collected so nobody rediscovers them live on the call.
Draft the briefing and questions
A short briefing is written with the history, the open items and a handful of questions worth asking.
Account owner approves before posting
The owner reads and approves the briefing before it is posted into the deal channel for the wider team.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelAccount managers and customer success leads running back-to-back calls, and executives dropping into an account they have not touched for months.
Escalation
When it asks a personThe account owner approves the briefing before it is posted to the deal channel
Applications & Rights
Which tools it uses, and what it may do in each
ZapierRead only
GmailRead only
Google CalendarRead only
SlackReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Account managers and customer success leads running back-to-back calls, and executives dropping into an account they have not touched for months.
What you’ll need
- CRM connected through Zapier
- Mailbox and channels in scope agreed
- Calendar connected
- Account owner named as approver
What you get
- A pre-call account briefing
- A list of open commitments
- Suggested questions for the call
What it doesn’t do
It briefs from what was recorded. A conversation that never reached the CRM or a connected channel is invisible to it, and it does not forecast, score the deal or advise on price.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Which CRM does it work with?
Whichever one you run, connected through Zapier during the co-build. What matters is which fields and notes move across, and that is agreed with your revenue operations team rather than assumed.
Does it read personal email?
Only the mailbox and threads you put in scope, usually a shared or account-specific mailbox. Scope is set once at the start, and the agent cannot reach beyond it afterwards.
How current is the briefing?
It is assembled ahead of the meeting from the connected sources, so it reflects what was recorded up to that point. Anything logged after it is written will not be in it, which is why the timestamp is on the briefing.
Can it tell us how the deal is going?
It shows the evidence and stops there. Judging a deal is a rep's job, and an agent producing a confident health score from a partly-filled CRM would be worse than no score at all.