Staging environment
Free Lesson

Scale Your CS Team with Reusable AI Workflows

Part of AI Workflows for Everyday Productivity

30 min
Feb 12, 2026 12:00 PM
Virtual (Zoom)

In this video

What you'll learn

Standardize meeting prep workflows

Use Agent.ai MAKR agents to prepare agendas, questions, and summaries before CS meetings.

Spot churn risk earlier

Apply Gemini Gems to surface churn indicators and account risks from customer data.

Automate follow-ups that stick

Use reusable agents to generate clear follow-ups teams can send right after calls.

Why this topic matters

Customer Success teams juggle prep, follow-ups, and risk signals across too many tools. This session shows how a small set of reusable AI agents can simplify that work and make results more consistent. You will learn which workflows actually matter and how to introduce them in a way teams trust.

You'll learn from

Kate Reed

Kate Reed

Founder, MAKR Ventures

Previously at

HubSpot
Marriott Bonvoy
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