People & organization
Advisor Network Map
Map relevant advisory relationships supported by records.
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
Download ↓
When to use it
Map relevant advisory relationships supported by records.
What it covers
Inputs
Initiative/topic, advisory scope.
Result
Advisor/experience/relationship map with current status and sources.
What it uses
People recordsCalendarEmailDocumentsSlackRead 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
Rippling, Google Workspace, Slack.
Procedure
- Call keep_status and report freshness for: Rippling, Google Workspace, Slack. If a required connector for Advisor Network Map is disconnected or stale, say so up front.
- Resolve inputs for Advisor Network Map: person, team, system_name, project_key. Default time window: current org context (refresh if >30d stale) (override if caller provides time_window). Ask only for missing.
- Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):