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Account Management

Downloads (ready to import)

Alert Rules (thresholds, frequency, owners):
Attention Cadence Policy (by account tier):
Upsell Signals Library (triggers → offers):
ChatGPT Prompt Pack (daily digest logic):
Sample Daily Digest (PDF):

How it works (simple architecture)

Data layer: Your dashboard source tables (reports/exports from ads, analytics, listening, CRM, tasks, calendar).
Signals engine: A scheduled script (Power Automate or Coda automation) evaluates the Alert Rules, Cadence, and Upsell Signals CSVs against current data and writes a normalized “Today_Alerts” table.
ChatGPT brief: When an Account Manager logs in, you run the included Daily Digest Prompt Pack against their Today_Alerts + Tasks to output a clean, prioritized to-do list with suggested message drafts.
Delivery: Show the digest right in your dashboard, or send it via email/Teams at 9:00 AM.

What you’ll see on login

Overdue cadence touches (by tier), critical alerts (engagement, spend, sentiment), due tasks, meetings, and one upsell suggestion per account—distilled to a 10-item list with one-line message drafts.

Optional next steps (I can prep these now)

A Tasks table that links to Deals/Accounts and is auto-populated by alerts.
A Power Automate recipe outline (or Coda automation) to populate Today_Alerts every

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