# My Week

A personal home for account managers — the customers you manage, your upcoming meetings, and the accounts that need your attention, all on one page.

**My Week** is your personal view of Salfio, reached from the sidebar. Where the customer list answers "how is the whole portfolio doing?", My Week answers "what do I need to do this week?" — it only ever shows customers you manage and meetings you attend.

The page has four sections:

- **My upcoming meetings** — your meetings for the next 7 days, drawn from your connected meeting calendar. Each meeting shows its time, its title, and — when Salfio has matched the meeting to one of your customers via the same [activity-assignment criteria](/docs/getting-started/first-client) that route conversations — a link straight to that customer's page. Meetings with a video link get a one-click **Join**.
- **Needs attention on my accounts** — read-only badges for customers of yours whose [cards](/docs/cards) currently flag something worth acting on: a **Churn risk** badge when the Risks & Frictions card has concrete concerns, and an **Upsell** badge when an upsell-focused card spots an opening. Click through to the customer to see the full picture.
- **Open items on my clients** — commitments tracked from your meetings will appear here so nothing gets dropped. This section fills in as meeting follow-up tracking rolls out.
- **My clients** — the customers where you are an account manager, most recently contacted first, with the same snapshot columns you know from the customer list.

## Who appears in "My clients"

My Week is scoped by **account manager assignment**: a customer appears on your page when you are listed among its account managers (set on the customer's settings page). A customer with three account managers appears on all three people's My Week pages. If your page is empty, you simply haven't been assigned to any customer yet — ask an admin, or add yourself from the customer's settings.

## A note on meetings

The meetings section relies on your connected calendar — the Salfio notetaker's calendar sync, or the standalone connection in **Settings → Account → Calendar**. The same meeting on two colleagues' calendars is shown once, and cancelled meetings disappear automatically.

## Related pages

- [Administrator Tools](./administrator-tools.md)
- [Agent Tools](./mcp-external-servers.md)
- [Assign a Slack channel to a client over the API](./guides-assign-slack-channel.md)
- [Authenticated health check](./api-reference-gethealth.md)
- [Authentication](./api-authentication.md)
- [Cards](./cards.md)
- [Changelog](./changelog.md)
- [Changelog](../changelog.md)
- [Connect a workspace](./getting-started-connect-workspace.md)
- [Connect an integration](./getting-started-connect-integration.md)

# Agent Instructions

This portal answers questions programmatically. To receive a synthesized,
source-cited answer instead of crawling page by page, append the `?ask=`
query parameter to any page URL on this site:

    /guides/quickstart?ask=how+do+I+authenticate

Optional parameters:

- `&goal=<what-you-are-trying-to-do>` steers the answer toward your
  objective (e.g. `&goal=write+a+python+client`).
- `&version=<label>` scopes the answer to a mounted version when the
  portal publishes more than one.

The response is `text/markdown`: the answer followed by a `# Sources` list
of the portal pages it was grounded in. Status codes are the contract:

- `200` — the answer; `402` — the portal owner’s plan or answer credits are
  exhausted (surface this to your operator; do NOT retry); `429` — you are
  rate-limited; back off for the `Retry-After` seconds; `503` — the answer
  lane is temporarily unavailable; fall back to crawling the `.md` pages.

For the full corpus map read `llms.txt` at the site root; for the tool
surface (search + page fetch as MCP tools) see `/mcp`.