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skill

Account review

Review account performance and find the waste and opportunities worth your attention.

Included with the Copilot
Reads and reports

How the job works

  1. 1Choose the account and explain what you want to investigate.
  2. 2Your AI queries the account and reports the scope it was able to inspect.
  3. 3Review the findings and decide what to investigate or change next.

Once it's installed, ask for the job

“Review my account and tell me what needs attention.”

Your AI asks for the account details and preferences it needs.

Source and installation details
Version
1.1
Item ID
account-review
View versioned source

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