ai-audit-account-report git:20260514.cfa1c35A

Immutable. This exact content is served forever at /api/v1/blob/5ec870c703cc93ea.

---
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.