Successful executives aren’t made overnight. They earn those positions by knowing how to connect to customers, build relationships, and drive results for their organization. But as responsibilities grow, the time to do that work gets squeezed.
That’s where using AI like an Executive Assistant (EA) comes in. It gives execs back the bandwidth to stay sharp and focused—while also helping Customer Success Managers (CSMs) operate more efficiently every day. From meeting prep to follow-through, AI supports everyone involved in delivering customer outcomes.
Let’s explore how using AI like an EA can transform your day-to-day.
Be Meeting-Ready, Every Time
Executives and CSMs alike know the scramble: back-to-back meetings, scattered notes, and limited prep time. It’s tough to show up informed—let alone strategic—when you’re operating in reactive mode.
That’s where AI can change the game. By analyzing historical notes, call transcripts, and engagement data, AI can instantly surface:
- A clear picture of relationship health
- Key milestones and risk indicators
- Smart suggestions on what to ask, show, or share next
Instead of wading through six months of meeting notes, you get a crisp, real-time summary with everything that matters. You’ll know which accounts are thriving, which are slipping, and which could be ready for upsell—before the call even starts.
AI doesn’t just prep you faster. It helps you walk in with context, confidence, and clarity—so every meeting drives impact.
Understand Trends in Real Time
Perhaps the best benefit of using AI as an EA is the quick turnaround. What might have taken assistants days to prepare can now be built into a comprehensive report instantly. What’s more, the data used is updated dynamically, so leaders are always looking at the most relevant data.
In-depth reporting on individual and collective accounts means that leadership can build strategies they know will work today and in the future. As an executive, you can prove the business case for each of your decisions, and explain to your team why a new strategy is necessary.
For CSMs, this level of visibility helps them proactively address risk, uncover opportunities, and prioritize the right accounts without getting lost in spreadsheets. Everyone can stay aligned, respond faster, and focus their efforts where it counts.
Streamline and Standardize Operations
When pressures are high, as they usually are on revenue-driving teams, we can be tempted to complete a task quickly, regardless of whether it’s the best way. Because every day looks different for both CSMs and executives, standardizing processes is even more difficult. It’s time consuming to evaluate all operations and look for ways to improve them.
AI is built for that kind of work. It can collect data on the time it takes to complete each task, the frequency with which those tasks come up, and the impact that those tasks have on your most important goals. Next, it can make suggestions based on tasks that aren’t performing the way your team needs them to.
AI also takes it one step further by automating tasks and notifying individuals when it’s time to complete a task. No one has to keep a to-do list or worry that any important detail was overlooked. AI will organize all data and use it to focus all team members on their most important action. With AI integrated into your CS, you’re investing in more than power. You’re investing in peace of mind.
Collaborate With All Teams
Finally, AI can help facilitate more collaboration across teams. Particularly during the Sales cycle, AI can send notifications based on expansion opportunities, it can ensure all teams work from a single source of truth, and it can keep detailed data on what actions resulted in wins and losses.
Keeping an account of how your internal teams work together used to be a cumbersome and unhelpful process. By the time reports were shared, the information was already outdated and had plenty of blind spots. When all teams work from the same data and use the same AI tools to build next steps, it’s much easier for everyone to do more of what works. Ultimately, your customers will be happier and your teams will be more productive.
Let Gainsight AI Assist You Across the Customer Journey
To learn more ways that AI can help revolutionize your operations, check out Staircase AI. In a matter of weeks, the power of AI can exceed your expectations and deliver exponential growth for you and your customers.
