LISTENINGPOST

Leadership

Finance Decision Stack

Prepare a finance decision queue. Uses time window, account, vendor, entity.

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 finance decision queue.

What it covers

Inputs

Decision question, owner/authority, deadline, criteria.

Result

Decision question, options/tradeoffs, recommendation or unresolved choice and required next evidence.

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 Finance Decision Stack: time_window, account, vendor, entity. 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 Finance Decision Stack (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

Leadership →
Founder Decision Stack→Prepare a founder decision queue. Uses time window, initiative, person, investor.Headcount Plan Context→Prepare a company headcount planning brief. Uses time window, initiative, person, decision.Initiative Kill / Keep Candidates→Prepare evidence for continuing, changing or stopping initiatives.