LISTENINGPOST

Inbox

Invoice Inbox Sweep

Extract invoice-related work from mail without duplicating ledger records.

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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

Extract invoice-related work from mail without duplicating ledger records.

What it covers

Inputs

Entity, mail scope, cutoff.

Result

Invoice intake/reconciliation queue with source documents and next owner actions.

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 Invoice Inbox Sweep: time_window, sender, label, person. Default time window: last 48-72 hours of unread / waiting threads (override if caller provides time_window). Ask only for missing critical.
  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

Inbox →
Legal Hold Awareness Scan→Identify messages potentially covered by a known legal hold.Legal Inbox Sweep→Prepare a legal inbox sweep. Uses time window, counterparty, matter, person.Mail+Slack Dual Triage→Reconcile mail and Slack requests. Uses time window, sender, label, person.