LISTENINGPOST

Board & investor

Customer Reference For Diligence

Prepare diligence reference candidates. 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 diligence reference candidates.

What it covers

Inputs

Account, proposed reference use, approval policy.

Result

Readiness assessment, approved evidence, restrictions and outstanding approvals.

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 Reference For Diligence 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 Reference For Diligence: board_cycle, investor, question, time_window. Default time window: current board cycle / fundraising process (override if caller provides time_window). Ask only.

Related skills

Board & investor →
Diligence Data Room Index→Index the actual authorized diligence materials.Diligence Q&A Prep→Answer specific investor diligence questions from authoritative records.Financial Diligence Pack→Prepare financial diligence pack. Uses board cycle, investor, question, time window.