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Projects

CSM Status Report

Prepare a csm project report. 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 project report.

What it covers

Inputs

Project, current plan/baseline, reporting cutoff.

Result

Milestone status, baseline variance, blockers, decisions and sources.

What it uses

Project toolsSlackCalendarEmailDocumentsKeep 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

Linear, Slack, Google Workspace, Keep memory.

Procedure

  1. Resolve inputs for CSM Status Report: time_window, account, renewal_window, csm_book. Default time window: active program milestones this month (override if caller provides time_window). Ask only for missing critical.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to CSM Status Report (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

Projects →
Decision Log Continuity→Maintain a traceable project decision record.Dependency Map→Map explicit work dependencies and their current state.Designer Status Report→Prepare a designer project report. Uses time window, project key, person, launch.