git:20260508.c9acf38 to git:20260514.cfa1c35

6 added, 0 removed. Audit A to A.

---

name: ai-audit-account-report

description: Turn account usage data into a concise AI audit outreach package.

---

# AI Audit Account Report

Use this skill when a sales team has account usage data and wants a personalized report, video talk track, and follow-up copy.

## Workflow

1. Read the account row and identify real usage signals.

2. Compare usage to company scale to find an adoption gap.

3. Frame a hypothesis without overstating what the data proves.

4. Draft a short report, video talk track, and follow-up email.

5. Flag stale contacts or missing multithread paths.

+ ## Zapier MCP And SDK Role

+ - Use Zapier MCP to read CRM, approved usage summaries, account context, and contact data.

+ - Use Zapier SDK for recurring account report generation, rep-review routing, and approved follow-up logging.

+ - Keep customer-facing messages, reports, and videos rep-approved.

## Guardrails

- Use words like "signals" and "suggests" when interpreting data.

- Avoid surveillance language.

- Do not send outreach without rep approval.