LISTENINGPOST

Inbox

Finance Inbox Sweep

Prepare a finance inbox sweep. 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 inbox sweep.

What it covers

Inputs

Caller, inbox/channel scope, cutoff/lookback, priority rules.

Result

Triage queue with thread reference, requested action, owner, due date and latest evidence; no messages sent or labels changed.

What it uses

CalendarEmailDocumentsSlackRead 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.

Procedure

  1. Resolve inputs for Finance Inbox Sweep: time_window, account, vendor, entity. Default time window: last 48-72 hours of unread / waiting threads (override if caller provides time_window). Ask only for missing critical.
  2. Finance lens: Prefer sources , QuickBooks, invoice mail, board finance docs, Slack #finance. Role ranking bias: cash impact → aging severity → close deadline → FYI.
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Inbox →
Follow-up Due Today→Find follow-ups whose agreed date is today.Founder Inbox Sweep→Prepare a founder inbox sweep. Uses time window, initiative, person, investor.Inbox Triage→Build an actionable queue from current mail and message threads.