> ## Documentation Index > Fetch the complete documentation index at: https://docs.amy.vc/llms.txt > Use this file to discover all available pages before exploring further. # Account Catch-Up > Get instantly up to speed on any contact or account before you reach out. Account catch-up Before you call a client, reply to a prospect, or pick up a relationship that's gone quiet, ask Amy to catch you up. She pulls your full history across email, calendar, and your CRM into one short brief, so you walk in knowing exactly where things stand. ## What you get * A summary of your recent interactions and where the relationship stands * Open threads, commitments, and outstanding next steps * Relevant context from your CRM and files * Suggested ways to move the relationship forward ## When to use it * You're about to reach out to a client or prospect * You're reviving a relationship that has gone quiet * You're taking over an account from a colleague and need the full picture ## How to activate Name the person or company. Amy searches everywhere you've interacted and pulls it together into a single brief. ```text title="Copy and send to Amy" wrap theme={null} Catch me up on [contact or company]. Pull our full history from my email, calendar, and [CRM], summarise where things stand, list any open threads or commitments, and suggest how to move the relationship forward. ``` Amy draws on your whole team's shared history, not just yours, so you get the full picture even if a colleague owned the relationship. ## Integrations needed *** Want to get more out of this recipe? Book a free session with an Amy expert and we'll tailor it to your workflow, no charge.