LISTENINGPOST

Meetings

CSM Meeting Prep

Prepare a csm meeting. 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

Download ↓ 
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 meeting.

What it covers

Inputs

Event/link or title+time, timezone, caller role.

Result

Meeting purpose, attendee context, open actions, decision questions and a timed agenda with sources.

What it uses

CalendarEmailDocumentsSlackKeep 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, Keep memory.

Procedure

  1. Resolve inputs for CSM Meeting Prep: time_window, account, renewal_window, csm_book. Default time window: this meeting series ± 14 days (override if caller provides time_window). Ask only for missing critical inputs.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to CSM Meeting Prep (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

Meetings →
Customer Call Prep→Prepare customer call prep. Uses meeting, attendees, project key, time window.Decision Log From Meeting→Carry meeting decisions and open actions into durable context.Demo Meeting Prep→Prepare demo meeting prep. Uses meeting, attendees, project key, time window.