LISTENINGPOST

Sales

Account Brief

Assemble a current account snapshot.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Assemble a current account snapshot.

What it covers

Inputs

Account identifier, audience, as-of date.

Result

Account facts, relationship map, active deals, recent developments and open commitments with sources.

What it uses

CRMSlackCalendarEmailDocumentsKeep memoryRead only
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Attio, Slack, Google Workspace, Keep memory.

Procedure

  1. Resolve inputs for Account Brief: account, opportunity, time_window, owner. Default time window: current quarter / open opportunities (override if caller provides time_window). Ask only for missing critical inputs.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Account Brief (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Sales →
Activity Drought Deals→Find open deals lacking meaningful recent buyer contact.AE Pipeline Review→Prepare a ae pipeline review. Uses time window, account, opportunity, territory.Battlecard Pull→Retrieve approved sales evidence relevant to a deal.