# Account pre-call brief

Walk into every customer call prepped. This Custom Agent builds a one-page brief on recent usage, adoption shifts, and open tickets before the meeting starts.

Source: https://amplitude.com/en-us/agent-library/account-pre-call-brief

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[Back to library](/agent-library)Customer Success / Support

# Account pre-call brief

Walks you into every customer call prepped — recent usage, adoption shifts, and open tickets, ready before the meeting.

Trigger

Ahead of each scheduled customer call on your calendar.

Instructions

Create a custom agent: Account pre-call brief. Generates a one-page brief in Notion for each account I have a call scheduled with each day. The brief should cover their last-30-day usage, feature-adoption changes, and any open Jira tickets they've filed.

Tags

Use case

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:

Account & churn intelligenceTool

CalendarTool

JiraTool

AmplitudeTrigger

ScheduleTool

NotionTool

Granola

Outcome

CSMs show up to every call current on the account — no last-minute scramble across Amplitude, Jira, and the calendar.

[Set up in Amplitude →](https://app.amplitude.com/agents?source=agent-library-agent\&agent-template-slug=account-pre-call-brief\&siteLocation=agent-library-detail-setup)