LISTENINGPOST

Customer success

Customer Advisory Board Prep

Prepare a customer advisory board. Uses account, renewal window, time window, csm.

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 advisory board.

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

CRMSlackCalendarEmailDocumentsProject toolsKeep 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

Attio, Slack, Google Workspace, Linear, Keep memory.

Procedure

  1. Resolve inputs for Customer Advisory Board Prep: account, renewal_window, time_window, csm. Default time window: renewal window and last 30 days of account activity (override if caller provides time_window). Ask only.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Customer Advisory Board Prep (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Customer success →
Customer Reference Readiness→Assess whether a customer is suitable for a reference request.Customer Roadmap Ask List→Track customer requests and actual product commitments.Designer Book of Business→Review a designer account book. Uses time window, project key, person, launch.