What it is

The Account Summary workflow compiles a complete picture of any customer account by gathering information from across your tools—CRM records, support tickets, and team conversations—and presents it in a consistent, easy-to-read format.

Why it solves

Before important customer calls or escalations, teams waste valuable time switching between Hubspot, Intercom, and Slack to piece together context. Sales reps, customer success managers, and support leaders need quick access to the full story: contract details, recent issues, and what the team has been saying internally. This workflow eliminates the tab-switching and gives you everything in one place.

How it works

Enter a customer name, and Super searches your Hubspot for account information, pulls open tickets from Intercom, and scans Slack for relevant internal discussions. It then formats all this information using your account summary template, ensuring consistency across your team.

How to use it

Simply type the customer name when prompted. Super will retrieve all relevant information and generate your summary in seconds. Use this before sales calls, executive business reviews, customer check-ins, or when handling escalations. You can customize the template to include the specific fields and format your team needs.

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