Build a book of business

This walkthrough takes you from an empty workspace to a working book of business: a single place that holds every account, remembers its history, and reminds you before each renewal. You'll touch collections, notes, tasks, and dashboards — all in plain language.

Everything below is something you say to your AI assistant once it's connected to Nous.

1. Create the book

Create a "Book of business" list with columns for account name, primary contact, product, annual value, renewal date, and status.

Nous sets up the collection with those columns. There's nothing to configure — you can add or rename columns later just by asking.

2. Load your accounts

If your accounts already live somewhere connected — a spreadsheet, a CRM — bring them in:

Pull my accounts from the "Accounts 2026" Google Sheet and add each one to the book of business, matching the columns as best you can.

Or add them by hand, a few at a time:

Add Acme Corp — contact Jane Doe, product Premier, annual value $48,000, renews 2026-11-01, status Active.

3. Give each account a memory

For Acme Corp, start an account-history note and record that they've been a client since 2023 and care most about response time.

Now the account has both hard data and narrative context, linked together.

4. Never miss a renewal

For every account in the book, create a task to begin the renewal conversation four weeks before its renewal date, assigned to me.

Nous reads the renewal dates and schedules the follow-ups. From now on, the book reminds you — you don't have to watch the calendar.

5. See it at a glance

Build a dashboard showing total annual value, accounts by status, and every renewal coming up in the next 90 days.

6. Work it every day

From here on, you just ask:

Which accounts renew next month, and what's the latest on each?

Acme Corp just signed for another year at $52,000 — update their record and close the renewal task.

What you ended up with

• A structured book of business you can query in plain language.
• An account history behind every row.
• Renewal reminders that fire on their own.
• A live dashboard for the whole team.

All of it shareable with the right people — see Sharing & permissions — and exportable whenever you want, because it's your data.