Account Room

One living workspace per account — every stakeholder, interaction, open opportunity, objection, and next step captured in a single place. The Account Agent keeps each account room current from CRM and email; the Research Agent enriches stakeholder context; the Summary Agent publishes a clean account brief and next-action plan ready for the QBR or the exec call.

Keep Salesforce. Replace the Notion account plans, the Google Docs account briefs, and the fragmented email threads that only the AE can decode.

The team

• [[.agents/account-agent]] — Account Agent (lead). Owns the account room lifecycle: ingests CRM data, owns the stakeholder map, tracks open opportunities, and sequences the other agents.
• [[.agents/research-agent]] — Research Agent. Enriches stakeholder profiles, surfaces company news, funding events, and industry signals relevant to each account.
• [[.agents/summary-agent]] — Summary Agent. Synthesises the account room into a polished account brief and a concrete next-action plan.

Recurring rhythm

Cadence	Job	Owner	Output
Daily (Mon–Fri 07:00)	[[.jobs/daily-account-sync]]	Account Agent	CRM delta pulled; open opps + activity timeline updated
Weekly (Mon 09:00)	[[.jobs/weekly-account-brief]]	Summary Agent	Account brief regenerated in /accounts/<name>/brief.md
Weekly (Mon 08:00)	[[.jobs/weekly-competitor-watch]]	Research Agent	Competitor signals relevant to this account's deals
On demand	[[.jobs/stakeholder-research]]	Research Agent	Deep stakeholder enrichment for a named contact

How to run the demo

1. Open the [[account-room]] — the Account Room dashboard showing the Meridian Foods account: header with ARR and tier, stakeholder map, open opportunities, recent activity timeline, objections tracker, and next steps.
2. Browse /accounts/ — each subdirectory is a living account room (MD files the agents write to).
3. Check /accounts/meridian-foods/brief.md — the account brief the Summary Agent publishes weekly.

Connectors

Required: Salesforce or HubSpot (account data, opportunities, activity), Gmail or Outlook (email threads), Calendar (meeting history and upcoming calls). Recommended: Gong (call transcripts and deal signals), Slack (account channel), Google Drive (proposal and contract docs), Zendesk (support tickets and health signals).

Every artifact is a file. The account brief, the stakeholder map, and the next-action plan all live in /accounts/<name>/ — inspectable, diffable, and shareable without logging into Salesforce.