Reporting agent
Portfolio Digest
Rolls up every flagged signal and recent agent action across a CSM's book into one daily digest.
What does Portfolio Digest do?
Portfolio Digest is an AI agent that rolls up every flagged signal, at-risk account and recent agent action across a CSM's entire book into one daily summary. Unlike most agents in the library, it isn't triggered by a specific risk or opportunity signal - it runs on its own schedule, once a day, so a CSM opens one notification instead of checking a dozen accounts individually to find out what changed overnight. For a manager, it's also the fastest way to see whether a CSM's book is quiet because it's healthy, or quiet because nobody's looked.
What signals does it watch?
It doesn't watch for a single type of event the way a risk-detection agent does - instead it reads across everything else that happened.
- Every signal raised on any account in the CSM's book in the last 24 hours
- Accounts that moved into or out of an at-risk health band
- Agent actions taken overnight - emails sent, tasks created, workflows advanced
- Tasks due that day across the whole portfolio, not just one account
What actions does it take?
Its output is a single, scannable summary, not a stream of separate notifications for each thing it found.
- Posts one Notifications entry carrying the headline summary for the day
- Groups findings by account so a CSM can see everything relevant to one relationship in one place
- Runs fully autonomously on its own schedule - there's nothing to approve, since it only summarizes, it doesn't act
- Links straight through to each account's own view for anyone who wants the full detail behind a line in the digest
How does it fit into your workflows?
Portfolio Digest doesn't belong to a seeded workflow the way most agents do - it runs as its own scheduled job (entry point: own), independent of any trigger, so it's always there every morning regardless of what did or didn't happen the day before.
What does this look like in practice?
A CSM with 40 accounts opens their notifications Monday morning to one Portfolio Digest entry: three accounts flagged for declining usage, one champion-loss signal from the weekend, two renewal-risk tasks due that day, and a note that Playbook Executor sent four re-engagement emails overnight. Instead of opening 40 accounts to piece that picture together, the CSM starts the day already knowing exactly where to spend the next hour.
Frequently asked questions about Portfolio Digest
- How often does Portfolio Digest run?
- Once a day, on a schedule you set - most teams run it first thing in the morning so it's waiting when a CSM starts their day.
- Does it only cover risk, or expansion too?
- Both, and task due-dates - anything relevant across the CSM's book, not just the accounts that are struggling.
- Can a manager see a digest for their whole team, not just one CSM's book?
- The digest itself is scoped to what each CSM owns, matching how account access already works, but a manager's own view of the portfolio - health, risk, coverage - is available separately on the Manager dashboard.
- Does it ever take action, or only report?
- Only report. It reads what other agents and CSMs already did and summarizes it - it never sends anything or changes an account on its own.
See Portfolio Digest on your own accounts.
Book a 30-minute demo, or connect your stack and try it free for a week.