Start Monday knowing exactly where your book stands
Monday morning email showing what moved, what declined, and what needs you this week
3 free runs to try first. No credit card required.
CS Portfolio Weekly Digest
Your book summarized every Monday
What you get
Movers and shakers — accounts that changed most in the past 7 days
Risk escalations with evidence and urgency levels
Approaching renewals with readiness grades: Ready, At Risk, or Not Ready
Top 5 actions for the week combining signals from all sections
Delivered in under 2 minutes. Run every Monday morning to start the week with full visibility.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Works with any HubSpot tier.
Agent Compares This Week vs Last
Scans the past 7 days of deal activity, engagement changes, stage movements, and risk signal shifts across your book.
Get Your Weekly Briefing
A newsletter-style digest of everything that moved, what's coming up, and your top 5 priorities for the week.
The Difference
Stop guessing. Start knowing.
Without CS Portfolio Weekly Digest
Monday standup with no summary of what changed last week
Checking each account individually to see if anything moved
Renewals sneaking up because nobody tracks the 30-day window
No prioritized to-do list — just reacting to whatever's loudest
With CS Portfolio Weekly Digest
Monday morning briefing showing every change across your book
Risk escalations surfaced automatically with specific evidence
Every renewal closing in 30 days graded for readiness
Top 5 actions for the week — the highest-impact things to do right now
Capabilities
What's Inside
Movers & Shakers
Accounts that changed most in the past 7 days — deals that moved stages, engagement that spiked or dropped.
Risk Escalations
Accounts that crossed a risk threshold this week with specific evidence and urgency level.
Approaching Renewals
Every deal closing in 30 days with a readiness grade: Ready, At Risk, or Not Ready.
Engagement Gap Detector
Accounts with no activity in 14+ days sorted by ARR — the most expensive silence first.
Top 5 Weekly Actions
The five highest-impact things to do this week, combining signals from all sections.
Built for you if…
You're a CSM who wants to start Monday with a clear plan instead of scrambling
You're a CS leader who needs weekly visibility without asking each team member for updates
You manage a large book and signals get lost between check-ins
You want a 'what changed?' view of your portfolio every week
Missing one risk escalation can cost more than a year of this agent. It's $10/mo.
3 free runs. No credit card. Cancel anytime.
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history. We never modify your data.
Under 2 minutes. Connect HubSpot and get your full weekly digest covering the past 7 days.
Currently you trigger each run manually. Automated weekly scheduling is on the roadmap.
Any account with a stage change, significant engagement spike or drop, new risk signal, or notable activity in the past 7 days.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.
More in Customer Success Intelligence
Renewal Setup Agent
Audit your HubSpot for renewal readiness and get Breeze AI prompts to build what is missing
Free
Renewal Health Scanner
AI health scores that reveal at-risk renewals before they become surprises
Part of Pro
Renewal Forecast Engine
Board-ready GRR/NRR forecasts with scenario analysis from live HubSpot data
Part of Pro
See the difference in 2 minutes
Connect your HubSpot, run CS Portfolio Weekly Digest, and see results before you spend a dollar. 3 free runs included.
Want every agent? Get all 39 for $25/mo