Weekly Account Intelligence Report Generator using Quick Flow
The Weekly Account Intelligence Report Generator transforms a time-consuming manual process into a reliable, automated workflow that delivers consistent, high-quality account intelligence every week.
In today's fast-paced sales and customer success environment, account teams need timely, accurate intelligence to stay ahead of renewal risks, pipeline shifts, and support escalations.
The Weekly Account Intelligence Report Generator is a Quick Flow designed for Sales and Customer Success teams across all verticals and segments. It eliminates manual reporting overhead and ensures every account team starts the week with a clear, prioritized view of their portfolio empowering faster decisions and more proactive customer engagement through automating the collection and synthesis of account health data on a recurring schedule.
Prerequisites
Before deploying the Weekly Account Intelligence Report Generator, ensure the following are in place:
- Amazon Quick Access — Users must have an active Quick account
- At minimum, a Professional user license (required for creating Quick Flows and using action connectors)
- Outllook Integration set up for Quick
- QuickSight Dashboards pre built ,configured and published for Account Health Details, Renewal Risk, Pipeline Review and Support Escalation History. Data must be current and refreshed on a schedule aligned with the reporting cadence.
Sample Account Dashboard using QuickSight has been utilized for the FLOW Generation -
Solution Details
The Weekly Account Intelligence Report Generator leverages Amazon Quick's Quick Flow capability to orchestrate an end-to-end reporting pipeline.
At its core, the flow accepts two user inputs — account names or IDs and the reporting period — and connects to QuickSight dashboards ( see sample) to retrieve per-account metrics including open opportunity ARR, stage distribution, renewal dates, support ticket volume, and last engagement date.
Using this data, the flow generates a structured executive summary that categorizes each account as Green, Yellow, or Red based on renewal proximity, pipeline movement, and support burden. For Yellow and Red accounts, it produces a concise risk summary paragraph and a prioritized action recommendation.
The final report is sorted by risk level and delivered automatically to account teams via Outlook , ensuring the right people receive actionable intelligence without any manual intervention.
Implementation
Step 1 – Create SPACE for Account Intelligence Reports
Start by creating a SPACE “Account Intelligence Reports” by connecting with prebuilt Quicksight dashboards for Account Health Scoring, Renewal Risk, Pipeline Review, and Support Escalation History
Navigate to the Quick Spaces section from the Amazon Quick navigation panel.
Quick ->Spaces->Create SPACE
Enter Space Name, Description and upload the Dashboards through Add Knowledge
Step 2 - Create Flow
Navigate to the Quick Flow section from the Amazon Quick navigation panel. Select Create or New Flow to begin building the flow template.
Quick ->FLOWS->Create Flow-> Provide Prompt -> Generate
Configure the Prompt :
Build a weekly account intelligence flow for an Enterprise account team.
Inputs:
- A list of account names or IDs
- A reporting week (start and end date)
- Account Team Email
Data Source:
Connect to the Account Intelligence Reports Space and query the linked QuickSight dashboards for the following metrics per account:
Open opportunity -
- ARR Pipeline stage distribution
- Renewal date Support ticket volume (last 30 days)
- Last engagement date
Risk Categorization:
Classify each account as Green, Yellow, or Red using the following criteria:
Renewal proximity : days remaining until contract renewal
Pipeline movement : stage progression or regression over the reporting week
Support burden : ticket volume relative to account size and engagement recency
Report Generation:
- For each Yellow or Red account, generate a one-paragraph risk summary covering renewal risk, pipeline status, and support health
- A prioritized action recommendation for the account team .Produce a formatted weekly report sorted by risk level (Red → Yellow → Green), including: Executive summary with total accounts reviewed and ARR at risk Per-account detail for Red and Yellow accounts Green account rollup with expansion signals Next week's top priorities Delivery:
- Send the completed report to the account team via Outlook email
Step 3 - Review the Flow
Step 4 - Define parameters
Implementing this flow begins in the Quick Flow builder, where you define the three necessary input parameters: account list , reporting week, and email dl id.
Step 5 - Retrieve Account information
The flow is then configured to query QuickSight dashboards — pulling from Account Health Scoring, Renewal Risk Criteria, Pipeline Review Framework, and Support Escalation History datasets through the SPACE
Step 6 - Categorize the Account Status for Risk Summary
A conditional logic layer evaluates each account against the Green/Yellow/Red risk rubric, triggering risk summary generation for flagged accounts.
Step 7 - Generate Risk Analysis
Generate the risk assessment summary with prioritized recommendations for Account Team
Step 8 - Generate Executive Summary
The output is assembled into a formatted weekly report template and routed through the configured delivery channel Outlook .
Outlook email -
Step 9 - Go to Run Mode at the top and Execute the Flow
Step 10 - Review the Compiled Report and ask follow up questions , as needed
Step 11 - On Completion, you will receive e mail on the configured email id .
Step 12 - Schedule the Flow
Step 13 - Publish and Share
Once validated, publish the flow and share it with your teams via Amazon Quick . Team members can invoke the flow directly from the Quick Flow menu in the chat footer, entering their account details to generate account intelligence every week.
Conclusion
The Weekly Account Intelligence Report Generator transforms a time-consuming manual process into a reliable, automated workflow that delivers consistent, high-quality account intelligence every week. By centralizing pipeline metrics, renewal risk signals, and support health data into a single prioritized report, account teams can focus their energy on the accounts that need attention most reducing churn risk and accelerating pipeline velocity. It serves as an excellent starting point for teams looking to scale their use of automation within Amazon Quick , with clear pathways to extend the flow with additional data sources, deeper risk models, or broader account coverage over time.
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