LISTENINGPOST

Leadership

CSM Decision Stack

Prepare a csm decision queue. 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 decision queue.

What it covers

Inputs

Decision question, owner/authority, deadline, criteria.

Result

Decision question, options/tradeoffs, recommendation or unresolved choice and required next evidence.

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 CSM Decision Stack: time_window, account, renewal_window, csm_book. Default time window: this week company operating horizon (override if caller provides time_window). Ask only for missing critical.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to CSM Decision Stack (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

Leadership →
Culture Signal Scan→Synthesize authorized workplace feedback while preserving context and confidentiality.Decision Brief→Frame one pending decision with supported alternatives.Delegation Opportunities→Identify executive delegation opportunities. Uses time window, initiative, person, decision.