Athena starters for customer success and support

Build my weekly account overview. Ask me which accounts I own. For each, summarize this week's emails and meetings, open issues, sentiment, public news, and the next step, and flag accounts that need attention. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per account (account, last contact, open issues, sentiment, news, next step); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.

Run a churn risk review across my accounts. Look at the last 30 days of email for complaints, slow replies, champion departures, and budget concerns, and check public news for layoffs or leadership changes. Rank accounts by risk with the evidence and a save plan for the top five. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per account (account, risk, signals, evidence, save action, owner); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.

Build a quarterly business review deck for [customer] from these notes and numbers: [attach]. Cover their goals, what we delivered with numbers, open issues, and next quarter's plan. Use my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place.

Prepare for upcoming renewals. Ask me for the accounts and renewal dates if you cannot find them. For each renewal in the next 90 days, give current terms, value delivered, open issues and risks from our email, likely asks, and a negotiation plan. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per renewal (account, renewal date, value, health, open issues, likely ask, plan); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.

Build the support trends report. Ask me for the latest ticket export (a spreadsheet in Athena or an upload). Show volume and resolution time by category, the top ten issues, new themes since the last run, and the FAQ answers we should add or fix. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per category (category, tickets, change, median resolution time, top issue, FAQ fix); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.

Draft a reply to this customer message: [paste]. Acknowledge the problem, answer every question, say exactly what happens next and when, and keep it short and warm.

Write a troubleshooting guide for [problem] from these notes and past tickets: [attach]. List checks in order of likelihood, what each result means, and when to escalate.

Monitor public reviews of the products of my company (from my work email domain and profile; if you cannot tell, ask me) on review sites and app stores. Cover the last 7 days: new reviews, rating trend, recurring complaints and praise, and reviews we should answer, with a draft reply for each. Cite every review. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per review (date, site, rating, theme, quote, needs reply, link); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me if I want this every Monday at 7am (or every weekday, or monthly instead). Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.

Build the voice of customer report. Ask me for the feedback to read: surveys, reviews, tickets, or call notes, as files in Athena or uploads. Group it into themes with how often each comes up, the best quotes, what changed since the last run, and the actions that would matter most. Deliver three files in my company's brand. If I have Word, PowerPoint, or Excel templates in Athena, ask once which to use and build every file from them, keeping their layouts, styles, and formulas. For the brand, use my company's design system if one exists. Otherwise find my company's website (search the web if you are not sure of the domain), run design_system_retriever on it to get the real logo, colors, and fonts, and save the result with create_design_system so every run matches. Use the real logo image; never redraw it or type the company name in its place. The files: (1) a spreadsheet with one row per theme (theme, mentions, change, sentiment, best quote, suggested action); (2) a PowerPoint deck with the logo on the title slide, a one-slide summary, a slide per section with a chart wherever there are numbers, and a so-what slide; (3) a Word document with the logo in the header, the full brief, and every source cited. Brand colors and fonts throughout, one idea per slide, no walls of text. Finish with a short summary in chat that links all three. When each run finishes, this one included, email me the three files from Athena: send them to my own email address with the chat summary in the body. If Athena cannot send email in this workspace, say so instead. When you are done, ask me how often I want this: every weekday at 7am, weekly on Mondays at 7am, monthly on the 1st, or not now. Also ask which sections to keep and confirm my IANA time zone (for example America/New_York), and pass it explicitly when creating the schedule. If I choose a schedule, set up a scheduled agent that runs this same brief on it, keeps the spreadsheet asset ID and any template IDs in its instructions, reads the latest dated tab before each run, and reports only what changed since the last run. It says plainly when nothing material changed, and says comparison is unavailable if the prior tab cannot be read. Each run adds a dated tab to the same spreadsheet and makes a new dated deck and document. Whenever I give feedback on a run, in this chat or a later one, update the scheduled agent's instructions (and the template or design system when the feedback is about how the files look) so every later run follows it, then tell me exactly what you changed.

Analyze these NPS results: [attach]. Show scores by segment, the themes behind promoters and detractors, and the three fixes most likely to raise the score.