LISTENINGPOST

Security

Customer Access Review

Prepare a customer access review. Uses system, person, time window, request id.

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 customer access review.

What it covers

Inputs

Roles/resources, approved access profiles, current entitlement evidence.

Result

Access-policy gaps with task justification and review owner.

What it uses

CalendarEmailDocumentsSlackProject toolsKeep 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, GitHub, Keep memory.

Procedure

  1. Call keep_status and report freshness for: Google Workspace, Slack, GitHub, Keep memory. If a required connector for Customer Access Review is disconnected or stale, say so up front.
  2. Resolve inputs for Customer Access Review: system, person, time_window, request_id. Default time window: recent access asks and security findings (override if caller provides time_window). Ask only for missing.
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Security →
Customer Security Ask Library→Find approved answers to a customer's security questions.Data Classification Guess→Suggest a tentative classification using the company's actual taxonomy.Encryption / Key Custody Notes→Document key ownership and lifecycle from authorized metadata.