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.

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 – Pull last 14 days of key emails/messages. Capture date (account TZ), channel, participants, ≤40 word summary, sentiment + confidence, and required action. State fallback if empty.
2. Upcoming Touchpoints – Query calendar for next meetings. Normalize times, 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.