Weekly update to the customer's executive
Send a short progress note to the customer's sponsor without writing it from scratch.
Customer success · Software · On a schedule · Updated
Works with
Slack
HubSpot
Salesforce
Attio
Pipedrive
Intercom
Pylon
Zoho Desk
Unthread
Freshdesk
Gmail
Microsoft 365
Superhuman MailHow do you send a weekly update to a customer's executive?
To send a weekly update to a customer's executive, set Maito to run a weekly Loop. It reads the CRM and support desk, writes a short note on what shipped, what's open and what's next, and saves it as a draft email. You review it and send it.
How it's done today
Executive updates slip when CSMs are busy.
What Maito does
- Pull the week's progress and issues
- Draft a short update
Example
Loop run: Friday 2:00 PM · Weekly executive update
Draft to Rachel, saved in Gmail: "Hi Rachel, a short update for the week of Oct 12. • Rollout to the Sales team finished on Oct 14: 41 of 50 seats are now assigned. • We closed 12 support tickets. One is still open: scheduled export timing (#48120). • We're aiming to fix it by Oct 28. • Next: a call with your team on Oct 22 to plan the Finance rollout." Check before you send: Alex's note on #48120 says Oct 28 is a target, not a commitment. I wrote "aiming to". Change it if you have more from him. From HubSpot notes and the Intercom ticket history.
@Maito good. Add Marcus in copy and I'll send it myself.
Marcus is now in copy on the draft. It's waiting in your Gmail drafts.
Maito (2:00 PM):
Draft to Rachel, saved in Gmail:
"Hi Rachel, a short update for the week of Oct 12.
• Rollout to the Sales team finished on Oct 14: 41 of 50 seats are now assigned.
• We closed 12 support tickets. One is still open: scheduled export timing (#48120).
• We're aiming to fix it by Oct 28.
• Next: a call with your team on Oct 22 to plan the Finance rollout."
Check before you send: Alex's note on #48120 says Oct 28 is a target, not a commitment. I wrote "aiming to". Change it if you have more from him.
From HubSpot notes and the Intercom ticket history.
Jo (2:09 PM):
good. Add Marcus in copy and I'll send it myself.
Maito (2:10 PM):
Marcus is now in copy on the draft. It's waiting in your Gmail drafts.
How to set it up
- Ask your agent
“Every Friday at 2, draft a short progress note for Acme's VP Rachel from HubSpot and Intercom. Put it in Gmail as a draft and tell me in #customer-success.”
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect support desk
- Intercom
- Pylon
- Zoho Desk
- Unthread
- Freshdesk
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It reports what's recorded. A change you agreed in conversation needs to be told to Maito before the update goes out.
Questions
No. It saves a draft in your email for you to review and send.
Only the ones your team has committed to. A target is written as a target, such as 'aiming to'.
Your CRM, your support desk and your email: Gmail, Microsoft 365 or Superhuman Mail.
