LISTENINGPOST

Industry

Professional Services Delivery Margin

Calculate delivery margin on a defined engagement basis.

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

Calculate delivery margin on a defined engagement basis.

What it covers

Inputs

Engagements, period, revenue/cost recognition basis, currency.

Result

Engagement delivery margin with cost basis, reconciliation and evidence-backed drivers.

What it uses

CRMFinance recordsCalendarEmailDocumentsSlackKeep 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

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

Procedure

  1. Call keep_status and report freshness for: Attio, QuickBooks, Google Workspace, Slack, Keep memory. If a required connector for Professional Services Delivery Margin is disconnected or stale, say so up front.
  2. QuickBooks may be connected for adjacent context; only use finance records if they are material to this skill. Still distinguish no access vs no matches.
  3. Resolve inputs for Professional Services Delivery Margin: vertical, account, regulation, time_window. Default time window: current vertical initiatives and regulatory calendar (override if caller provides.

Related skills

Industry →
Real Estate Pipeline Brief→Track transactions against their actual contractual milestones.Retail Inventory Narrative→Explain inventory position using reconciled stock and demand evidence.SaaS Logo Churn Brief→Measure customer-count churn for a fixed starting cohort.