LISTENINGPOST

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Legal Hold Awareness Scan

Identify messages potentially covered by a known legal hold.

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

Identify messages potentially covered by a known legal hold.

What it covers

Inputs

Authorized hold notice, custodian/scope, relevant interval.

Result

Potential hold-related records and scope questions with source references.

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 Legal Hold Awareness Scan: time_window, counterparty, matter, person. Default time window: last 48-72 hours of unread / waiting threads (override if caller provides time_window). Ask only for.
  2. Legal lens: Prefer sources , contracts, NDAs, policy docs, Slack #legal, signature mail. Role ranking bias: hard deadline → liability risk → commercial blocker → routine.
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Inbox →
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.Newsletter Cull List→Newsletter Cull List. Uses time window, sender, label, person.