The AI agent for account managers
Sauna reads your account history in HubSpot and recent email threads, drafts the QBR deck, writes the check-in note, and flags the renewals that need attention this week.
What it does
What Sauna does for account managers
- 01
Prep QBR decks
Sauna pulls usage and milestone data from HubSpot and builds a quarterly business review deck in Google Slides for you to refine before the call.
- 02
Draft check-in emails
It reads the last exchange in Gmail and drafts a personalized check-in that references the client's open items, ready for you to send.
- 03
Surface renewal risk
Sauna watches contract dates and engagement signals in HubSpot and posts a Slack summary of which accounts are quiet ahead of renewal.
- 04
Log meeting follow-ups
After a call, it turns your notes into HubSpot tasks and a recap email draft listing who owns each next step.
Put Sauna to work on this.
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Ask in chat. It does the work.
Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.
Try it
Ask in plain words
The literal prompt for this job. Open it in Sauna and it picks up from there.
“Pull the Acme account from HubSpot and our last email thread, draft a QBR deck covering usage and milestones, and tell me which of my accounts are quiet before renewal.”
Plugs into the tools you already run — and thousands more, or any MCP server.
Good to know
Questions, answered.
Will it send emails to my clients automatically?
No. It drafts every email and waits for your approval; you decide what reaches the client.
Can it tell which accounts are actually at risk?
It surfaces signals from your CRM — quiet threads, upcoming renewals, missed milestones — and leaves the judgment to you.
Is my data safe?
Sauna reads only what you connect, and acts only after you approve. Your workspace and its memory are yours, not training data.
Keep exploring
More ways teams use Sauna
Put Sauna to work for account managers.
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