LISTENINGPOST

People & organization

Investor Contact Map

Map investor-firm contacts to a specific financing relationship.

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

Download ↓ 
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

Map investor-firm contacts to a specific financing relationship.

What it covers

Inputs

Investor firm and process

Result

Firm contact map with evidenced roles.

What it uses

People recordsCalendarEmailDocumentsSlackRead 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

Rippling, Google Workspace, Slack.

Procedure

  1. Call keep_status and report freshness for: Rippling, Google Workspace, Slack. If a required connector for Investor Contact Map is disconnected or stale, say so up front.
  2. Resolve inputs for Investor Contact Map: person, team, system_name, project_key. Default time window: current org context (refresh if >30d stale) (override if caller provides time_window). Ask only for missing.
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

People & organization →
Location / Timezone Map→Map working locations and timezones from explicit work records.Manager Chain Lookup→Trace a person's formal management chain.Monthly People Pulse→Prepare a monthly people/ownership update. Uses person, team, system name, project key.