call-prep - Gather context for upcoming calls quickly
Collect recent conversations, open items, account status, and talking points before a call.
Tags
Updated: 2026-06-30Typical Inputs
Typical Outputs
What this skill does
- search person page
- read person page
- extract person key information
- search recent meetings
- extract conversation details
- search tasks
- check overdue items
- get account status
- search signals
- generate call prep brief
Inputs
- person name
- company name
Outputs
- call prep brief
Requirements
- access to People directory
- access to company files
- access to meeting records
- access to task files