# Account Brief

> Build a pre-renewal brief for a tracked account from its recent public news and announcements. Use before a renewal call or QBR, after the account-health Automation flags a risk. Reading public news is allowed; do not log in, submit forms, or touch any CRM write endpoint.

- Skill: `lobu-ai/account-brief` (Agent Skill)
- Install (CLI): `npx skillmds@latest add lobu-ai/account-brief`
- Raw SKILL.md: https://api.skillmd.com/api/skills/lobu-ai/account-brief/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: lobu-ai (https://skillmd.com/u/lobu-ai)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/lobu-ai/account-brief

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# 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

1. Resolve the company name from the `organization` entity.
2. Fetch recent headlines and filter to the last 90 days.
3. Summarize anything that moves renewal risk: leadership changes, funding,
   layoffs, M&A, or competitive losses.
4. Save a `renewal-risk` entity per material signal, linked to the account with
   the `affects` relationship.

## 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.