LISTENINGPOST

Legal & compliance

Customer Contract Risk Flags

Identify contract terms outside documented company positions.

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

Identify contract terms outside documented company positions.

What it covers

Inputs

Executed/proposed contract, playbook, deal facts.

Result

Clause deviations, approved exceptions and legal/business review questions.

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 Customer Contract Risk Flags: counterparty, matter, contract_id, time_window. Default time window: active matters and renewals ≤90 days (override if caller provides time_window). Ask only for.
  2. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):
  3. Additional keep_search passes for residual signal:

Related skills

Legal & compliance →
Data Retention Reminder→Locate records approaching a documented retention review date.DPA / Privacy Review Context→Prepare a data-processing agreement review from actual processing facts.Employment Agreement Flags→Compare an employment agreement with approved terms.