On a schedule · Account manager
Finish Friday with next week’s follow-ups prepared.
Three client projects have open actions in call notes and CRM tasks. The manager needs a clear Monday follow-up list.
HubSpot
Google Calendar
GmailRole: Account manager at a creative agencyTrigger: Friday at 16:00
Discuss this workflowClient delivery · Friday review
Alder Interiors
Confirm phase-one scope with Maya. Follow-up draft prepared for Monday.
Harbour Logistics
Request the missing service descriptions from Leo before Tuesday’s content review.
Marlow Advisory
Discovery notes ready for the account owner. No client follow-up needed this week.
THE WORK
How the workflow works
- 01HubSpotGoogle Calendar
Read this week's account tasks and meeting commitments.
- 02HubSpot
Separate completed, overdue and unconfirmed work, retaining links to the records.
- 03Gmail
Prepare a weekly summary and unsent client follow-up drafts.
THE RESULT
What you get
Time backRemoves the Friday trawl through separate account notes and task lists.
GETTING STARTED
What you need to set up
Connect the sources used in this example, then confirm the scope and schedule.
- HubSpot
- Google Calendar
- Gmail
Connections and available actions depend on your account permissions and setup.
HUMAN CHECK
Before anything goes out
Each account owner checks status and tone before sending a client update.
Illustrative workflow and fictional output, not a customer testimonial or measured result. Actual results depend on source quality and setup.
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When needed
Walk into your next meeting prepared.
Bring meeting notes and customer context into one brief before the call.
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When needed
Turn the conversation into a proposal draft.
Turn client notes and approved material into a proposal draft for review.
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On a schedule
Start the day with the context that matters.
Start the day with selected meetings, messages and follow-ups.
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