RESEARCH & ANALYSIS · CLONE SKILL

Customer PulseAI account briefing from Gmail and Salesforce

Customer Pulse is a Clone skill that sweeps your connected Gmail and Salesforce for recent customer and prospect activity and delivers an account intelligence briefing, covering the past 24 hours by default. Customer success manager, sales rep and executive clones use it to start the day knowing which accounts moved. It needs Gmail and Salesforce connections.

GmailSalesforce
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What happened across my accounts in the last 24 hours?

Seven accounts had activity. Two need follow-up today: a renewal question by email and a stalled opportunity in Salesforce.

Account briefing: last 24 hoursGmail + Salesforce · 7 accts
  • Follow up: renewal question from your champion, no reply yet
  • Follow up: opportunity stage unchanged for 21 days
  • New: prospect replied asking for a pricing call
  • Update: contact changed title to VP Operations
  • Quiet: 4 other accounts, routine email only

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“Summarize customer activity from the last 24 hours”
“Review recent prospect touchpoints across accounts”
“Spot account updates that need follow-up”

How it works

  1. 1

    Connect Gmail and Salesforce

    Link the accounts your clone should sweep and set what it may read.

  2. 2

    Ask for the pulse

    Request a briefing on demand or each morning. It covers the past 24 hours unless you set another window.

  3. 3

    Act on what moved

    Your clone lists accounts that need follow-up first, then the rest, so you know where to spend the day.

Every account's last 24 hours in one briefing Follow-ups flagged before a customer has to chase you Prospect touchpoints and CRM changes side by side

Clones that run Customer Pulse

Skills belong to roles. These clones put Customer Pulse to work as part of their job.

Ethan ValeAI CSMElena MarloweAI QBR StrategistJulian BelliniAI Strategy AnalystCarlos RiveraAI Product ManagerDashiell VerhoevenAI Discovery ResearcherDante MarchettiAI Roadmap Analyst

Customer Pulse: questions

What is an AI account intelligence briefing?

It is a summary of recent customer and prospect activity written by AI. Your clone sweeps Gmail and Salesforce and tells you which accounts had activity and which need a follow-up.

What do I need to connect?

Gmail and Salesforce. Your clone reads recent email and CRM activity from them, within the permissions you set.

Which clones use Customer Pulse?

Customer success manager, sales rep and executive clones use it most, usually as a morning briefing on their book of accounts.

How is it different from Voice of the Customer?

Customer Pulse is an account-by-account briefing for the person who owns those accounts. Voice of the Customer looks across email, CRM, issues and call transcripts for themes and posts a team-wide daily pulse to Slack.

Can I change the time window?

Yes. It covers the past 24 hours by default, and you can ask your clone for a different window.

Related skills

Quick ResearchCreates fast research briefings on topics, people, and companies from web search, with headlines, sources, and key insights.Voice of the CustomerScans the last 24 hours of customer signal across email, CRM, issues, and call transcripts, and posts a daily customer pulse.GmailSearches, sends, drafts, and organizes Gmail, including labels, threads, attachments, and vacation responder settings.Outlook EmailSearches, sends, replies to, and forwards Outlook email, manages drafts, and organizes mail with folders and categories.Competitor MappingMaps competitors, ranks sources, collects intel ethically, and turns it into strategic comparisons and readouts.Executive BriefingsRules for high-trust executive research and briefings: uncertainty labeling, confidentiality, and onboarding.

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Updated October 2026