Schedule

Account Assistant runs continuously in the background. Most of its activity is event-driven: an email arrives, a draft gets generated, a decision gets made. You do not need to trigger it for the core inbox workflow.

Inbox Monitoring

Account Assistant polls each account manager's Gmail on a regular cadence. When a new client email arrives, the triage process starts immediately on the next poll. It sorts the mail in two passes: a quick deterministic sort that handles the clear-cut cases, then a closer check of whether the account manager actually needs to reply. Cold outreach is filed automatically and never reaches the draft step. For anything that does need a reply, it begins drafting. The account manager sees the draft shortly after, both as a Slack card and on the in-app Accounts pages.

Response-Deadline Tracking

Once a client email is classified as requiring a reply, a response-deadline clock starts. Account Assistant scans the open threads every thirty minutes, sending an alert as a deadline approaches and, if needed, when it passes. The clock pauses outside your working hours, so an email that lands after close does not eat into its window overnight. Every open thread is tracked at once; the account manager does not need to do anything to keep the clocks running.

On-Demand Queries

Signal queries ("what's happening with a client?" or "client roster") run when you ask. There is no scheduled summary: you get a fresh pull whenever you type the question.

Customer Success Handoffs

When Customer Success posts an analysis card recommending a proactive outreach, and the account manager clicks "Draft this," the draft request reaches Account Assistant immediately. It does not wait for the next scheduled cycle.

Availability

Account Assistant is available every day, around the clock. Drafts and alerts arrive in real time as client email lands in the inbox, in Slack and on the in-app Accounts pages.