---
title: "ZoomInfo: Using Temporal to Create Account Summaries utilizing GenAI | Replay 2024"
description: "Frank Shaw at Replay 2024"
canonical: "https://temporal.io/resources/on-demand/account-summaries-gen-ai.md"
source: "https://temporal.io/resources/on-demand/account-summaries-gen-ai"
resource_type: "Replay 2024"
published: "2024-11-26"
---

# ZoomInfo: Using Temporal to Create Account Summaries utilizing GenAI

[Watch the video](https://www.youtube.com/embed/atCeMd79SvU)

### Abstract

ZoomInfo Copilot is the biggest product that ZoomInfo has launched in years. It was the keynote feature announced by our CEO at our bell-ringing back in January on the Nasdaq floor.

One of the major components of ZoomInfo copilot are Account Summaries. Account Summaries are GenAI enhanced documents that combine customer’s first-party data from their CRM, emails, meetings, and other interactions along with third-party data provided by ZoomInfo and other data providers into a single, unified document for users to either consume directly or engage with through AI-enabled chat.

In this talk, I will go through how these documents are built, why we chose Temporal Cloud as the framework for building these documents, and lessons learned through the process of building this project.

### About the Presenter

__Frank Shaw:__ I am a software engineer with over 10 years of experience focused in applications development. I have a passion for building high-quality software and simplifying complex systems into approachable architectures. 

As a Senior Principal Software Engineer, I have served as an architect for many critical ZoomInfo products, including ZoomInfo Marketing and AI Copilot. In these roles, I have identified key use cases and driven adoption of Temporal and Temporal Cloud across our organization.

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