- Pull every account with a renewal date in the next 180 days from the CRM.
- For each, re-process the last 90 days of interactions to compute sentiment from raw text.
- Pull support volume from Zendesk/Intercom. Compute trend manually.
- Search internal Slack for account mentions. Estimate mention drift by counting per-week.
- Search emails and calls for unmet promises. Manually flag stale ones.
- Combine into a risk band per account. Compose the sorted list.
- For the top five, re-read material to suggest 'what to do this week'.
~200k tokens