LISTENINGPOST

Customer success

Hand-off CSM to Support

Hand-off CSM to Support. Uses account, renewal window, time window, csm.

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

Hand-off CSM to Support

What it covers

Inputs

Account, sending/receiving teams, handoff scope.

Result

Handoff brief with commitments, technical/business context, open work and owner acceptance status.

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 Hand-off CSM to Support: account, renewal_window, time_window, csm. 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 Hand-off CSM to Support (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Customer success →
Health Score Explainability→Explain a recorded customer health score using its actual model.Implementation Blockers→Find obstacles to a customer implementation.Legal Book of Business→Review a legal account book. Uses time window, counterparty, matter, person.