LISTENINGPOST

Marketing

Customer Story Candidate Finder

Find customer stories supported by outcomes and permissions.

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 customer stories supported by outcomes and permissions.

What it covers

Inputs

Target audience/use case, approved customer evidence.

Result

Story candidates with outcome evidence, audience fit and permission gaps.

What it uses

CalendarEmailDocumentsSlackCRMKeep 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, Attio, Keep memory.

Procedure

  1. Resolve inputs for Customer Story Candidate Finder: campaign, persona, time_window, launch. Default time window: active campaigns and next launch window (override if caller provides time_window). Ask only for missing.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Customer Story Candidate Finder (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Marketing →
Demand Gen Experiment Log→Organize marketing experiments into a traceable learning record.Event / Webinar Prep Pack→Prepare an event or webinar. Uses campaign, persona, time window, launch.Field Marketing Brief→Prepare a regional or field campaign against actual sales needs.