One Pod per customer

Audience: Sales / GTM

Goal: Centralise everything about a customer relationship — from pre-sales to post-onboarding — in a single place, with automated Pod and task creation.

Setup

One Pod per customer, named after the company (e.g. "Acme Corp")
Members: the AE, CSM, and any SE involved
Visibility: Restricted
Files tab: attach the contract, discovery notes, kickoff deck; link the CRM account page and relevant product docs from Company Data
Pod description: state the stage of the relationship and the current goal (e.g. "Active pilot, goal: reach 80% adoption by end of quarter")

Usage

Light — shared account room, manual updates

Use the Pod as a shared account room. Drop discovery notes, proposals, and call recordings into the Files tab. Use conversations to align internally before customer calls, debrief after them, and track open commitments as tasks.

Handoffs between AE and CSM are seamless: the incoming CSM reads the full Pod history and is up to speed within minutes.

Medium — CRM-triggered creation, weekly summaries

Set up an agent triggered from your CRM (e.g. when a deal reaches a specific stage) to automatically create the Pod, invite the right members, and seed it with starter tasks: "Complete discovery", "Send proposal", "Schedule kickoff"
Schedule a recurring agent (using the wake-up tool) that reads all Pod activity and posts a weekly account summary: last interactions, open tasks, key risks, and suggested next steps
Before a customer call, ask the agent to generate a prep brief from the Pod context: previous commitments, open issues, and talking points

Heavy — fully automated account intelligence

Agents monitor external signals (news, LinkedIn, product announcements) and post relevant updates about the customer into the Pod automatically
After each customer call, an agent triggered from the call transcript extracts action items, creates tasks in the Pod, and assigns them to the right team member
A monthly agent generates an account health report: engagement level, open tasks overdue, usage data from your product analytics, and a recommended action for the next 30 days
The global Dust agent can answer questions like "what's the status of Acme?" by reading the Pod directly — no need to dig through emails or CRM notes

Outcome

AEs and CSMs always have full context on a customer. New team members onboard instantly by reading the Pod history. Handoffs between sales and success are seamless.