How are you using AI for your account management efforts? Curious how some of you are utilizing AI in such a human-centric center of the industry.

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My agency’s running a ChatGPT pilot program to help develop our own workspace that works for our needs. The pilot space is private, so I’ve had it analyze scope language, create to do lists for me using status sheets, double-check staff plans, write recap emails based on rough notes, etc.

In my experience, as long as you review the outputs in detail, it helps cut wayyyy down on tedious tasks.

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I'm not at all. My company isn't exactly jumping at the opportunity to integrate AI into our workflow, so we're not really being encouraged to find ways to use it and I don't really have it in me to go and reinvent the wheel myself. Is the use of AI something that you've started to see yet? Haven't really talked much about this with others in the industry so also curious what's been happening

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Exploring AI for my own awareness, but I haven't found a place in my day to day duties where it would be useful. Results are still too generic and vague, prone to error, and verbose to use in internal or client communication

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Sometimes I’ll drop a paragraph in and just ask it to refine it a little. Sometimes it works, sometimes I hate it lol. Haven’t really found anywhere else where it can really be helpful. Agree largely with AE1 above

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Not at all. Doing my part to stave off the robot uprising.

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I want to explore using copilot for sharing out meeting recaps, I’ve heard it’s helpful

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Outreach phonecalls have Kaia note taking, which can be helpful. Our Churn Zero app has built in AI for email generation. I still tend to tweak them, but it helps get me started. We are only scratching the surface.

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Love it for meeting note summaries, writing reviews, and simplifying complex concepts. Also writing PPT headlines, just to see options without thinking.

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