Free Lesson
Scale Your CS Team with Reusable AI Workflows
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
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Kate Reed
Founder, MAKR Ventures
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