LISTENINGPOST

Leadership

Executive Brief

Prepare a decision-focused company operating brief.

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 decision-focused company operating brief.

What it covers

Inputs

Executive role, reporting period, strategic priorities.

Result

Operating brief with decisions needed, material changes, evidence and accountable owners.

What it uses

CalendarEmailDocumentsSlackProject toolsCRMKeep 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, Slack, Linear, Attio, Keep memory.

Procedure

  1. Resolve inputs for Executive Brief: time_window, initiative, person, decision. Default time window: this week company operating horizon (override if caller provides time_window). Ask only for missing critical inputs.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Executive Brief (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Leadership →
Executive Calendar Shield→Review executive calendar commitments. Uses time window, initiative, person, decision.External Interview Prep For Exec→Prepare an executive for an external interview. Uses time window, initiative, person, decision.Finance Decision Stack→Prepare a finance decision queue. Uses time window, account, vendor, entity.