LISTENINGPOST

Product & engineering

CSM Delivery Pulse

Prepare a csm delivery pulse. Uses time window, account, renewal window, csm book.

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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 delivery pulse.

What it covers

Inputs

Product, roadmap version, period.

Result

Roadmap movement, dependency risks and decisions with dated evidence.

What it uses

Project toolsSlackKeep 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

GitHub, Linear, Slack, Keep memory.

Procedure

  1. Resolve inputs for CSM Delivery Pulse: time_window, account, renewal_window, csm_book. Default time window: current sprint / since last ship (override if caller provides time_window). Ask only for missing critical.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to CSM Delivery Pulse (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

Product & engineering →
Customer Bug Linkage→Connect customer reports to engineering defects.Dependency Risk Scan→Assess risks in an identified dependency set.Design Doc Locator→Find the authoritative design document for a system or decision.