LISTENINGPOST

Legal & compliance

Incident Legal Notify Checklist Context

Prepare incident-notification decision inputs from applicable documents.

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 incident-notification decision inputs from applicable documents.

What it covers

Inputs

Incident facts, affected contracts/entities, known discovery times.

Result

Notification review checklist with clauses, trigger evidence, possible deadlines and open legal questions.

What it uses

CalendarEmailDocumentsSlackKeep memoryRead 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, Keep memory.

Procedure

  1. Resolve inputs for Incident Legal Notify Checklist Context: counterparty, matter, contract_id, time_window. Default time window: active matters and renewals ≤90 days (override if caller provides time_window). Ask.
  2. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):
  3. Additional keep_search passes for residual signal:

Related skills

Legal & compliance →
Insurance Certificate Context→Check documented insurance evidence against contractual requirements.Internal Compliance Sweep→Review internal compliance obligations. Uses counterparty, matter, contract id, time window.IP Assignment Check→Locate evidence of an applicable IP assignment.