call-prep - Prepare for upcoming calls with full context
Gathers person pages, account history, recent interactions, open items, and signals to generate a call preparation brief before a scheduled call.
Tags
Updated: 2026-06-30Capabilities
Typical Inputs
Typical Outputs
What this skill does
- search person and company pages
- read person page details
- search recent meeting notes
- extract recent conversation summaries
- search open action items
- check deal and account status
- search for engagement signals
- generate call prep brief
- suggest post-call actions
Inputs
- Person name or company name
- People directory
- Company pages
- Meeting notes
- Task list
- Deal files
- Account plans
Outputs
- Call prep brief (markdown document)
- Suggested talking points and questions
- Post-call action reminders
Requirements
- Access to People directory
- Access to meeting notes directory
- Access to task files
- Access to company and deal files