A client emails with a question, a concern, or a request to talk, and you want full context before you reply. Forward their note to Amy and it pulls the relationship history, surfaces open items and recent portfolio moves, and hands you the talking points so your response is informed instead of generic.
Forward the client's email to Amy with this note
What you get back
- A summary of the client’s request set against relationship history
- Open action items, recent portfolio context, and any sensitivities
- Three talking points and a suggested next step for your reply
Required integrations
Add “and draft the reply in my voice” so you get a ready-to-send response alongside the prep, leaving you only the final edits.
