LISTENINGPOST

People & organization

Customer Champion Finder

Find evidenced customer champions. Uses person, team, system name, project key.

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

Find evidenced customer champions.

What it covers

Inputs

Account/opportunity, contact, lookback.

Result

Champion evidence, gaps, recent changes and validation questions.

What it uses

People recordsCalendarEmailDocumentsSlackRead 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

Rippling, Google Workspace, Slack.

Procedure

  1. Call keep_status and report freshness for: Rippling, Google Workspace, Slack. If a required connector for Customer Champion Finder is disconnected or stale, say so up front.
  2. Resolve inputs for Customer Champion Finder: person, team, system_name, project_key. Default time window: current org context (refresh if >30d stale) (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

People & organization →
Customer People Pulse→Prepare a customer people/ownership update. Uses person, team, system name, project key.Decision Rights Lookup→Locate who can make a defined decision.Delegation Matrix→Prepare proposed delegation within actual authority and capacity.