LISTENINGPOST

Board & investor

Customer Investor Pack

Prepare a customer investor evidence pack. Uses board cycle, investor, question, time window.

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 investor evidence pack.

What it covers

Inputs

Board meeting/period, approved materials, audience.

Result

Board synthesis with decision requests, source references and unresolved inconsistencies.

What it uses

CalendarEmailDocumentsCRMFinance recordsSlackKeep 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

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

Procedure

  1. Call keep_status and report freshness for: Google Workspace, Attio, QuickBooks, Slack, Keep memory. If a required connector for Customer Investor Pack is disconnected or stale, say so up front.
  2. QuickBooks may be connected for adjacent context; only use finance records if they are material to this skill. Still distinguish no access vs no matches.
  3. Resolve inputs for Customer Investor Pack: board_cycle, investor, question, time_window. Default time window: current board cycle / fundraising process (override if caller provides time_window). Ask only for missing.

Related skills

Board & investor →
Customer Logo Evidence→Verify whether customer names or logos can support a proposed claim.Customer Reference For Diligence→Prepare diligence reference candidates. Uses board cycle, investor, question, time window.Diligence Data Room Index→Index the actual authorized diligence materials.