LISTENINGPOST

Customer success

CSM Book of Business Brief

Summarize a CSM's account book. Uses time window, account, renewal window, csm book.

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

Summarize a CSM's account book.

What it covers

Inputs

Account, as-of date, configured health definition if any.

Result

Account health dimensions, evidenced changes, uncertainties and next actions.

What it uses

CRMSlackCalendarEmailDocumentsProject toolsKeep 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

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

Procedure

  1. Resolve inputs for CSM Book of Business Brief: time_window, account, renewal_window, csm_book. Default time window: renewal window and last 30 days of account activity (override if caller provides time_window). Ask.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to CSM Book of Business Brief (filter out unrelated day-plan noise).
  3. Customer Success Manager lens: Prefer sources , Attio accounts, support tickets, QBR docs, Slack customer channels. Role ranking bias: churn risk → renewal timing → open severity → expansion signal.

Related skills

Customer success →
Customer Advisory Board Prep→Prepare a customer advisory board. Uses account, renewal window, time window, csm.Customer Reference Readiness→Assess whether a customer is suitable for a reference request.Customer Roadmap Ask List→Track customer requests and actual product commitments.