Monday book brief

Start every week with a brief on your book of accounts: health, renewals and open issues.

Account managers start the week digging through tickets, usage and renewals. Hops reads them for you and posts a brief on every account in your book before the week begins.

How it runs: Scheduled. An automation runs every Monday at 7:30 AM, posts one brief per account manager and saves a dated Doc. You can also ask Hops any time.

What it does

• One brief per manager. Each account manager gets only their own accounts.
• Covers the three signals. Ticket volume, usage trend and renewal date for each account.
• Leads with what needs attention. Healthy accounts are summarized at the bottom.
• Drafts the check-ins. Accounts that need contact come with a short message ready to send.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Give me my Monday book brief.

Which accounts in my book renew in the next 30 days?

Show accounts where ticket volume went up last week.

Draft a check-in for Globex.

Example reply:

Book brief, 38 accounts:

• 3 renewals in the next 30 days, all healthy.
• Globex opened 4 tickets last week and usage is down 18%.
• Check-ins drafted for Globex and Hooli.

What you get

• A Slack or Space post every Monday with one brief per manager.
• A saved Doc in Docs per manager, dated for the week.
• Draft check-ins for accounts that need attention.
• On-demand briefs for any account or manager.

Connections needed

Connect these apps. Each card opens Connections in the app.

Zendesk

Tickets and sentiment (or Intercom).

HubSpot

Deals, contacts and owners (or Salesforce).

Amplitude

Product usage trends.

Slack

Where Hops posts the results and nudges owners.

Set it up

1. Connect your apps

   Connect the apps above in Connections.

   See Connections.

2. Pin context

   Create a support Space and list each manager’s accounts in Space context.

   See Spaces and Space context.

3. Add the skill

   Create a skill with this prompt so the output has the same format every time.

   You write the Monday book brief. For each account in the manager's book, summarize ticket volume, usage trend and renewal date. Lead with accounts that need attention and draft a check-in for each.
   

   See Build a skill.

4. Schedule it

   Run every Monday at 7:30 AM. Hops posts one brief per account manager and saves a Doc.

   See Automation.