LISTENINGPOST

Leadership

M&A Diligence Context Pack

Organize acquisition diligence evidence against a defined request.

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

Organize acquisition diligence evidence against a defined request.

What it covers

Inputs

Transaction scope, authorized audience, diligence checklist.

Result

Diligence evidence index, material gaps and specialist questions.

What it uses

CalendarEmailDocumentsSlackProject toolsCRMKeep 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

Google Workspace, Slack, Linear, Attio, Keep memory.

Procedure

  1. Resolve inputs for M&A Diligence Context Pack: time_window, initiative, person, decision. Default time window: this week company operating horizon (override if caller provides time_window). Ask only for missing.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to M&A Diligence Context Pack (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Leadership →
OKR Progress Exec View→Assess progress against defined key results.Operating Cadence Audit→Evaluate recurring management processes against their intended decisions.Org Health Pulse→Summarize organizational operating evidence without inventing a health score.