LISTENINGPOST

Sales

Outbound Sequence Context

Prepare factual context for an outbound sequence.

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 factual context for an outbound sequence.

What it covers

Inputs

Named audience/accounts, offering, outreach objective.

Result

Outreach context, message angles, cited personalization and unsent draft sequence.

What it uses

CRMSlackCalendarEmailDocumentsKeep 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

Attio, Slack, Google Workspace, Keep memory.

Procedure

  1. Resolve inputs for Outbound Sequence Context: account, opportunity, time_window, owner. Default time window: current quarter / open opportunities (override if caller provides time_window). Ask only for missing.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Outbound Sequence Context (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Sales →
Pipeline Morning Briefing→Explain material changes in the caller's sales pipeline.PM Pipeline Review→Prepare a pm pipeline review. Uses time window, project key, initiative, person.POC Status Pack→Assess a proof of concept against agreed success criteria.