Skip to main content

Customer Success

How Customer Success teams use AI to improve engagement, generate insights, and deliver stronger outcomes.

All workflows

8 workflows

What AI Work Looks Like in Customer Success

CSM Meeting Digest

Truong Nguyen, an AI product manager at Abnormal AI, shipped an update to the CSM Meeting Prep Bot that rebuilds it as a daily digest. Every Customer Success Manager now gets a single artifact two days before their meetings, with each upcoming call rolled into one embedded Google Doc instead of a stack of separate prep emails.

CSM Meeting Digest

Competitive Intelligence Agent

Toby Dixon, Senior Competitive Intelligence Manager, built the Competitive Intelligence Agent (CIA) to make competitive answers easier to access across Abnormal. It started as a fix for Customer Success, but quickly became a shared resource for anyone fielding competitor questions.

Competitive Intelligence Agent

Digital CS Value Agent

Digital CSMs manage hundreds of accounts and millions in ARR, making manual QBR follow-ups unsustainable. Noam Kahn built a Glean-powered agent that automatically converts QBRs into personalized, data-rich renewal emails, saving time and helping the team scale customer value communication.

Digital CS Value Agent

Keep exploring

Browse other categories, follow recurring builds, or meet the builders behind these workflows.