LISTENINGPOST

Finance

CSM Cash & Collections

Prepare a csm collections view. 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

Prepare a csm collections view.

What it covers

Inputs

Entity, as-of date, currency, accounts, aging thresholds.

Result

Invoice aging table, reconciled currency totals, priority follow-ups and cited disputes/promises.

What it uses

Finance recordsCalendarEmailDocumentsSlackKeep 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

QuickBooks, Google Workspace, Slack, Keep memory.

Procedure

  1. Call keep_status and report freshness for: QuickBooks, Google Workspace, Slack, Keep memory. If a required connector for CSM Cash & Collections is disconnected or stale, say so up front.
  2. Before treating empty finance results as 'no invoices', distinguish no access (QuickBooks/finance ACL) from no matches. Never invent balances.
  3. Resolve inputs for CSM Cash & Collections: time_window, account, renewal_window, csm_book. Default time window: open AR/AP and current close period (override if caller provides time_window). Ask only for missing.

Related skills

Finance →
Customer AR Brief→Review one customer's receivables. Uses account, vendor, entity, time window.Customer Credit Limit Watch→Compare customer exposure with approved credit limits.Deferred Revenue Glance→Reconcile a deferred-revenue rollforward.