LISTENINGPOST

Marketing

Case Study Evidence Pack

Assemble the facts behind a customer case study.

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 the facts behind a customer case study.

What it covers

Inputs

Customer, proposed narrative, measurement period.

Result

Claim/evidence packet, verified quotations and unresolved approvals.

What it uses

CalendarEmailDocumentsSlackCRMKeep 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

Google Workspace, Slack, Attio, Keep memory.

Procedure

  1. Resolve inputs for Case Study Evidence Pack: campaign, persona, time_window, launch. Default time window: active campaigns and next launch window (override if caller provides time_window). Ask only for missing.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Case Study Evidence Pack (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Marketing →
Category Narrative Check→Test a market-category narrative against its claimed evidence.Community Signal Scan→Summarize themes from authorized community discussions.Competitive Battlecard Pull→Retrieve an applicable approved competitor battlecard. Uses campaign, persona, time window, launch.