customer-brief - Generate executive customer brief
Generate a concise digest of internal touchpoints and external intelligence for customer accounts
Tags
Updated: 2026-03-11Capabilities
Typical Inputs
What this skill does
- retrieve internal communications
- identify calendar events
- list customer files
- import open tasks
- search web sources
- generate executive summary
- create audit log
Inputs
- account name
- account timezone
- email folders
- calendar
- shared drives
- task trackers
- search keywords
Outputs
- customer brief document
- executive summary
- communication records table
- meeting schedule table
- file listing section
- risk analysis list
- opportunity analysis list
- external insights list
- search audit log
Requirements
- email access
- calendar integration
- file system access
- web search capability
- list-files skill