Playbooks / Accounting / Practice Growth
Client Newsletter
Seasonal planning tips newsletter: short, useful, timely. Tax-calendar aware.
How to run it
Open Accounting > Practice Growth > Client Newsletter in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Client Newsletter workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Seasonal planning tips newsletter: short, useful, timely. Tax-calendar aware. Approval before send.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Client Newsletter workflow on something of yours.