Account Status Agent

The Account Status Agent processes customer meeting recordings from Grain and automatically updates your Notion account tracking database with structured notes on deal health, competitive intelligence, feature requests, and follow-up items. After each round of customer calls, every participating company's Notion page reflects the latest stakeholder context, technical requirements, and open action items — extracted directly from the full transcript, not from AI summary blurbs.

The result is an account database that stays current without any manual note-taking, giving SEs and AEs a reliable source of truth before every call.

Connect the agent to your Grain workspace and Notion database. The agent identifies customer companies from participant email domains and matches them to existing account pages — or creates a new page if none exists.

Configure the Notion database structure using the included account template, which tracks stakeholders, tech stack, current tooling, requirements, use cases, commercial context, and a POC/pilot tracker. The agent updates each section surgically, appending to chronological timelines without overwriting existing notes.

Deploy as a scheduled Oz cloud agent to run each morning after the previous day's meetings have processed. You can also trigger manual runs for specific companies or specific dates.

Grain for meeting recording access, participant data, and full transcript retrieval. Notion for account page creation and structured content updates — tracking stakeholders, tech stack, requirements, use cases, deal status, competitive mentions, and sentiment.

Oz for scheduled and on-demand cloud agent execution. The per-meeting child agent architecture means large batches of daily meetings are processed in parallel — one agent per company — so a day with ten customer calls completes in roughly the same time as a day with two.