Your job runs on account memory: what was promised, what is up for renewal, who decides. AI rereads the history, prepares the account review, and writes the meeting notes. The relationship and the negotiation stay yours.
AI helps account managers with tasks such as “Follow the news on your key accounts,” “Find what was promised to a customer,” and “Prepare a customer’s account review.” Start with a single task, in Perplexity: allow 10 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Perplexity · “Projects”
TodayA customer gets a new executive, buys a competitor, or announces a cost-cutting plan, and you hear it from them, in a meeting.
With PerplexityThe week’s update on your key accounts, backed by sources, and three calls to make with the reason for each.
HubSpot (Breeze) · Breeze Assistant
TodayCommitments made over calls and emails get lost in the record, and the customer is the one who reminds you.
With HubSpot (Breeze)The table of commitments on the account, on both sides, with overdue items first and the source of each row.
Claude · Attached files, in the conversation
TodayBefore every quarterly review, you have to gather the orders, the incidents, and the meeting notes, then turn them into a clear message.
With ClaudeThe full content of the account review: sourced figures, points of concern, upsell ideas, and decisions to get.
Also
Gamma · “Paste”
An eight-slide deck, ready to touch up and export to PowerPoint or PDF.
Granola · “Enhanced” tab
Committee notes with the decisions and the action table, and the email to send them to the customer.
Gemini Notebook · A notebook per account
The answer to the customer’s question, backed by the contract clause, and a draft message.
A one-page brief: arguments, answers to objections, concessions with what to ask in return, and the limit to hold.
HubSpot (Breeze) · Breeze Assistant
The list of accounts to call this week: silent, close to renewal, or with a pending request.
Claude · “Projects”
A structured account plan in a Word file, with the stakeholder map and five dated actions.
What to check
A cited source can be poorly summarized or be about a company with the same name: open the link before you mention it to the customer. Your customer list is business information: in your account settings, on the “Preferences” page, turn off “AI data retention.”
Follow the news on your key accountsPerplexity · “Projects”The prompt to copy
Here are my key accounts: [list of five to ten companies, with their city]. For each one, look for what has been published in the last [seven] days: an executive appointed or leaving, an acquisition, a site opening or closing, results, a hiring or cost-cutting plan, a request for proposals, a dispute. For each company, give the dated facts with their source, or “nothing new.” End with the three accounts I should call this week, with the reason and an opening line to start the conversation. Don’t make anything up, and don’t include any fact without a source.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobWrite the notes for a steering committee
In your jobFind what was promised to a customer
In your jobFollow the news on your key accounts
In your jobPrepare a customer’s account review
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
The team’s CRM, with Breeze Assistant: it finds the commitments made on an account and lists the customers you haven’t called in a long time.
Recommended planFree Tools, €0, up to 2 users. Breeze Assistant is included in all plans
It reads your order exports and your meeting notes, prepares the account review and the account plan, and gives you a real Word file.
Recommended planFree to try, with no customer names. For a team: Team, $25 per user per month ($20 if billed yearly)
It takes notes in the steering committee with no bot on the call. You run the meeting, and the notes and the action table are ready at the end.
Recommended planBasic, $0. Notes older than 30 days are visible only with Business, $14 per user per month
One notebook per account: contract, amendments, price list. It answers from those documents alone and shows the original clause.
Recommended planFree: 100 notebooks, 50 sources per notebook, 50 questions per day
Every Monday, the news on your key accounts, with sources: a new executive, an acquisition, or a cost-cutting plan, before the customer tells you.
Recommended planFree to start. Then Pro, $20 per month (€22 on the French App Store)
You paste the content of the account review, and it splits it into slides and lays them out. The result exports to PowerPoint or PDF.
Recommended planFree, $0: 400 credits at sign-up. Then Plus, €8 per user per month, billed yearly (€96)
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: HubSpot (Breeze), Claude, Granola, Gemini Notebook, Perplexity, and Gamma. All of them can be used for free to get started.
The team’s CRM, with Breeze Assistant: it finds the commitments made on an account and lists the customers you haven’t called in a long time. The plan to choose: Free Tools, €0, up to 2 users. Breeze Assistant is included in all plans.
With “Follow the news on your key accounts,” in Perplexity (“Projects”). Allow 10 minutes the first time. The week’s update on your key accounts, backed by sources, and three calls to make with the reason for each.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.