LISTENINGPOST

Customer success

Finance Book of Business

Review a finance account book. Uses time window, account, vendor, entity.

Configure this skill

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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

Review a finance account book.

What it covers

Inputs

Account, as-of date, configured health definition if any.

Result

Account health dimensions, evidenced changes, uncertainties and next actions.

What it uses

CRMSlackCalendarEmailDocumentsProject toolsKeep 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

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

Procedure

  1. Resolve inputs for Finance Book of Business: time_window, account, vendor, entity. Default time window: renewal window and last 30 days of account activity (override if caller provides time_window). Ask only for.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Finance Book of Business (filter out unrelated day-plan noise).
  3. Finance lens: Prefer sources , QuickBooks, invoice mail, board finance docs, Slack #finance. Role ranking bias: cash impact → aging severity → close deadline → FYI.

Related skills

Customer success →
Founder Book of Business→Review a founder account book. Uses time window, initiative, person, investor.Hand-off AE to CSM→Prepare an accountable customer handoff.Hand-off CSM to Support→Hand-off CSM to Support. Uses account, renewal window, time window, csm.