lobu-ai Account brief
Use this skill when the user asks for a pre-renewal brief on a tracked account,
or when the account-health-monitor Automation flags a risk signal.
Steps
- Resolve the company name from the
organizationentity. - Fetch recent headlines and filter to the last 90 days.
- Summarize anything that moves renewal risk: leadership changes, funding, layoffs, M&A, or competitive losses.
- Save a
renewal-riskentity per material signal, linked to the account with theaffectsrelationship.
Rules
- Read public sources only. Never log in, submit forms, or change account, billing, or profile data.
- If a source is paywalled or asks for credentials, skip it and note the gap.
- Keep the brief to five bullets or fewer; the rep reads it on a phone.