Purpose
Build or refresh reusable brand and client context briefs using known platform defaults first, then explicit gaps.
Use when
- A task depends on brand/client context that is missing, stale, or scattered across messages and account memory.
- You are onboarding a new client, alternate brand, campaign niche, or project workspace and need reusable context files.
- The harness may already know the user's business/account context, but you need to turn that into explicit working guidance.
Required inputs
- Known platform/account defaults, saved context, or prior approved docs [if available].
- Target use case: primary SalesPortl business/agency context, client project, or alternate brand/niche.
- Desired storage convention if the harness can write files (for example brand folder, client folder, or project folder).
Safety/authority
- Prefer approved platform/account defaults before asking for duplicate information.
- No invented contacts, claims, offers, approvals, or brand rules; mark unknowns as [confirm brand context].
- Output draft context briefs and file-ready guidance only; do not claim files were created unless the harness explicitly confirms it.
Workflow
- Determine whether this is for the user's primary business/agency context or a separate client/project/brand.
- Reuse verified platform/account context first, then list only the missing details still needed.
- Draft or refresh a reusable brand brief and client/project context brief aligned to
context/BRAND-CONTEXT.template.mdandcontext/CLIENT-CONTEXT.template.md. - Recommend where the briefs should live for repeated use (for example a main brand folder or per-client folder) if the harness supports file organization.
- Return the completed draft plus open questions and any approval gaps.
Output format
- Context source summary (platform defaults | supplied docs | missing info)
- Brand brief draft
- Client/project context draft
- Suggested file locations / naming
- Open questions / approval gaps
Quality checks
- Existing approved context is reused instead of re-created.
- Missing information is explicit and separated from verified context.
- Output is reusable across repeated tasks and adaptable to different harnesses.
Related skills
agency-router, creative-brief-generator, brand-visual-identity-brief