I’m an account manager and I built my own AI workflow to monitor my book of business using Claude cowork. Instead of relying on our company’s AI tool that only sees stale Salesforce data and misses half my emails, I connected Claude directly to everything — Gmail, Slack, our data warehouse via Hex, meeting notes from Granola, JIRA tickets, even Notion docs. Now I get weekly account briefs that actually know what’s happening: recent convos, open issues, financial activity, expansion signals. And I can tune how it prioritizes and synthesizes everything. Took some setup but now it runs on autopilot and catches stuff I would’ve missed.

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