Summarize an account's last 90 days

Run it on any account: AIMEE summarizes 90 days of topics researched, people, site visits, emails, replies, meetings, postcards and deal changes, ending with what changed and what to do next.

Use this workflowHow it works

3 stepsOn demand

The workflow diagram

Summarize an account's last 90 days: workflow diagramThe 3 steps of this workflow, from its trigger to the final step.Run on an account. Scores, schedules and toolsBWWHENTRIGGERRun on an accountScores, schedules and toolsSummarize the last 90 days. AIMEEAITHENSummarize the last 90daysAIMEESave it on the account. Audiences and recordsBWTHENSave it on the accountAudiences and recordsEmail the summary to you. IntegrationsINTHENEmail the summary to youIntegrationsThis path stops here
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

Run it on any account: AIMEE summarizes 90 days of topics researched, people, site visits, emails, replies, meetings, postcards and deal changes, ending with what changed and what to do next.

Why it works. Before a QBR, handoff or re-engagement, one page of history saves an hour of digging through tools.

Nothing is sent to buyers.

How it works

It starts: Run on an account, or when a known account shows intent.

  1. 1

    Summarize the last 90 days

    AIMEE researches the company or person and returns what she found.

  2. 2

    Save it on the account

    Saves what was found onto the record.

  3. 3

    Email the summary to you

    Emails a teammate with the details.

What you need

  • AIMEE in your BrandWell plan

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

Related workflows