> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Info>
  **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.
</Info>

## 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.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/support-monday-book-brief.gif?s=1691d7229e1e950fc72eb1d062951dba" alt="Support Inbox and HubSpot connections, Hops read tickets, usage and renewals to brief each account manager" width="1440" height="810" data-path="images/use-cases/support-monday-book-brief.gif" />
</Frame>

## Ask Hops

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

```text theme={null}
Give me my Monday book brief.
```

```text theme={null}
Which accounts in my book renew in the next 30 days?
```

```text theme={null}
Show accounts where ticket volume went up last week.
```

```text theme={null}
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.

<CardGroup cols={3}>
  <Card title="Zendesk" icon="plug" href="https://app.hops.ai/my-hops/connections">
    Tickets and sentiment (or Intercom).
  </Card>

  <Card title="HubSpot" icon="hubspot" href="https://app.hops.ai/my-hops/connections">
    Deals, contacts and owners (or Salesforce).
  </Card>

  <Card title="Amplitude" icon="plug" href="https://app.hops.ai/my-hops/connections">
    Product usage trends.
  </Card>

  <Card title="Slack" icon="slack" href="https://app.hops.ai/my-hops/connections">
    Where Hops posts the results and nudges owners.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect the apps above in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Pin context">
    Create a **support** Space and list each manager's accounts in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Create a skill with this prompt so the output has the same format every time.

    ```text theme={null}
    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](/docs/agents/build-a-skill).
  </Step>

  <Step title="Schedule it">
    Run every Monday at 7:30 AM. Hops posts one brief per account manager and saves a Doc.

    See [Automation](/docs/spaces/automation).
  </Step>
</Steps>


## Related topics

- [Support](/teams/support.md)
- [Monday trading brief](/teams/operations/use-cases/weekly-ops-report.md)
- [Operations & project management](/teams/operations.md)
- [Founders & executives](/teams/founders-executives.md)
- [Explore use cases](/use-cases/overview.md)


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