Customer Brief

Customer Brief

Deliver an audit-friendly briefing that blends current relationship signals, open work, and market context so account teams are ready for any touchpoint.

When to Use

• Pre-call preparation for account directors, CSMs, or executive sponsors.
• Requests such as "Run a customer brief for [Account]" or "What should I know before meeting [Account]?".

Success Criteria

• 3–5 executive bullets with sentiment and next actions.
• ≤7 recent communications with channel, parties, action, and confidence score.
• ≤7 upcoming meetings normalized to the account timezone with prep notes.
• Deliverables rendered via the list-files skill output block, highlighting overdue items.
• ≥3 external insights (or explicit "No new items in last 14 days") with URLs and an audit trail of sources and keywords.

Guardrails

• Do: Separate internal vs external signals, annotate owners/dates, log connectors and keywords.
• Avoid: CRM data, gated sources, or summarizing private chats without user-provided exports.
• Default research window: last 14 days (call out exceptions). Social scanning must stay public.
• Keep every section tight—use bullets, sentence fragments ≤30 words, and remove repeated phrasing to minimize token usage.

Integration Policy

All email and calendar operations MUST be delegated to the appropriate unified skills. Do NOT call Gmail or Google Calendar tools directly.

These skills own the connector policy (native first, Zapier fallback) and output formatting. This skill consumes their results.

Fast Prep Checklist

1. Confirm account name/ID and primary timezone.
2. Verify access to tagged email folders, relevant calendars, shared drives, and trackers.
3. Align search plan (keywords, filters, priority sources) and sentiment rubric; start the audit log.

Workflow

1. Internal Communications – Delegate to daily-emails topic using the account name as keyword (last 14 days). Consume the executive table output: date (account TZ), channel, participants, ≤40 word summary, sentiment + confidence, and required action. State fallback if empty.
2. Upcoming Touchpoints – Delegate to daily-calendars search for meetings involving the account team or customer stakeholders (next 14 days). Consume the results: normalize times to account timezone, list organizer, attendees, prep tasks, attachments, and flag critical sessions.
3. Deliverables & Files – Invoke list-files with the customer scope (folder/search query, limit ≤7, short summaries). Embed the returned # 📁 DRIVE FILE LISTING section as-is and note overdue statuses in follow-up bullets.
4. Tasks/Trackers – Import open items with owner, due date, status, blockers. If unavailable, log the gap and request updates.
5. External Intel – Run targeted web/news searches per plan. Capture up to five items with source, publish date, headline, and 1–2 sentence impact. Include search keywords, filters, and timestamp in audit log.
6. Risks & Opportunities – Distill recurring themes into Risks, Opportunities, Watchlist with owners and next steps. Highlight sentiment swings or repeated overdue work.
7. Executive Summary & Audit Log – Draft 3–5 bullets referencing supporting sections, maintain confident/empathetic tone, and append a concise audit log (sources, keywords, timestamps, manual overrides).

Output Skeleton

---
# Customer Brief: {{Account Name}}
*Generated: {{Local Timestamp}} | Primary Timezone: {{TZ}}*

## Executive Summary
- {{Insight + sentiment + action}}
- {{Insight}}
- {{Insight}}

## Recent Communications (Last 14 Days)
| Date ({{TZ}}) | Channel | Parties | Summary | Sentiment | Action |
| --- | --- | --- | --- | --- | --- |
| {{Sample row}} |

_Fallback_: "No new communications in last 14 days. Review archive label: {{Label}}."

## Upcoming Touchpoints
| Date | Time ({{TZ}}) | Meeting | Owner | Prep Notes |
| --- | --- | --- | --- | --- |
| {{Sample row}} |

{{Embed the `list-files` output here}}

## Risks & Opportunities
- **Risk:** {{Summary}} (Owner: {{Name}})
- **Opportunity:** {{Summary}} (Owner: {{Name}})
- **Watchlist:** {{Summary}} (Owner: {{Name}})

## External Highlights
1. _{{Source}}_ ({{Date}}) — {{Headline}} — {{Impact + action}} — [URL]
2. {{Additional items or "No new items in last 14 days."}}

## Search Log & Audit Notes
- Keywords: {{List}}
- Filters: {{Date range, types}}
- Sources Queried: {{List}}
- Exceptions: {{Access issues or manual inputs}}

Quality Gate

• ≤7 rows per table unless user approves more.
• Every external item cites a working URL and date.
• Overdue/negative items flagged with owner follow-up.
• Audit log includes connectors, keywords, timestamps, and manual overrides.

Validation Tips

• Smoke-test with active vs dormant accounts.
• Double-check timezone conversions on calendar entries.
• Ensure communications summaries stay ≤40 words and sentiment labels include confidence.