LISTENINGPOST

Leadership

Board Pre-Read Synthesis

Prepare a board pre-read synthesis. Uses time window, initiative, person, decision.

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

Prepare a board pre-read synthesis.

What it covers

Inputs

Executive role, reporting period, strategic priorities.

Result

Operating brief with decisions needed, material changes, evidence and accountable owners.

What it uses

CalendarEmailDocumentsSlackProject toolsCRMKeep memory
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

Google Workspace, Slack, Linear, Attio, Keep memory.

Procedure

  1. Resolve inputs for Board Pre-Read Synthesis: time_window, initiative, person, decision. Default time window: this week company operating horizon (override if caller provides time_window). Ask only for missing.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Board Pre-Read Synthesis (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Leadership →
Comms To Company Draft Context→Prepare company communication from approved facts.Compensation Cycle Context→Organize an authorized compensation-cycle process.Crisis Leadership Brief→Prepare a crisis decision brief. Uses time window, initiative, person, decision.