Call Prep

Call Prep → Live Dashboard

Prep any sales call (or a whole day of them) and hand back one shareable live dashboard URL. This is a hybrid: the research depth of call prep, rendered in the BenAI instant-ui design language. The dashboard is the deliverable, never a markdown brief pasted into chat.

[!important] Non-negotiable output Every run ends with a deployed, shareable dashboard URL in the BenAI design system defined in references/dashboard-template.html. Build by cloning that template, not from scratch. Report the URL first.

Workflow

1. Find the calls

• If the user names a call/company, use that. If they say "today" / "my calls", pull the calendar (calendar connector or gws calendar) for that day and list every external meeting. Exclude internal syncs (team standups, 1:1s with colleagues).
• Confirm scope only if genuinely ambiguous (e.g. many calls and unclear which). Otherwise proceed.

2. Research every call (parallel)

For multiple calls, fan out one sub-agent per call in parallel (Agent tool, general-purpose, run in background). Each agent researches its call and returns a compact brief. For a single call, do it inline.

Per call, pull from whatever is connected, and skip gracefully what is not:

• Web + LinkedIn, who the person is, the company (what they do, size, industry, recent news/funding), attendee roles. (WebSearch / WebFetch)
• Attio CRM, existing record, deal stage, budget band, notes. Load: ToolSearch "select:mcp__7320cfa0-48c2-49b9-8bd6-96fe9605dabd__search-records,...__list-records,...__list-lists".
• Gmail, recent threads with the attendees/domain: open questions, commitments, whether a proposal or recap was sent. Use gws gmail search "<domain>" (Bash).
• Fireflies, prior call transcript/recap if the meeting already ran. Load: ToolSearch "select:mcp__plugin_benai-suite_fireflies__fireflies_search,...__fireflies_get_transcript".

Each brief must classify the call's stage (see color map below) and surface any action flag (unsent proposal, save situation, no-show to acknowledge, qualification risk).

3. Build the dashboard

• Read references/dashboard-template.html and clone it. It carries the full design system verbatim: cream canvas, 3px hard borders, 6px hard shadows, gradient top stripe, system font + SF Mono, weight-900 headings, and the correct BenAI logo.
• Fill it in:
  • Header, title "Sales Call Prep", date chip. Correct logo only.
  • Hero, the boxed title + a one-line plain subtitle (date + "all times [TZ]") + a 4-up stat strip (calls today, in closing motion, saves needed, action items). No green-dot eyebrow. Ever.
  • Priorities strip, the 2-4 things to do before the calls (from the action flags). Skip the section only if there are genuinely none.
  • One card per call, clone the .call card. Each: time, stage badge, contact + company, a one-line status flag where relevant, the play, top 3 questions, 2-3 objections with responses. Same layout for one call (single card) or many (grid).
• Stage color map (card top bar + badge): save = red, close / warm = green, discovery = blue, qualify / recovery = amber.

4. Deploy to a live URL

• Save the file to ~/Desktop/builds/benai/call-prep-<date>.html.
• Publish as an Artifact (default-private, safe for prospect PII, gives a claude.ai share link the user controls). Use Vercel only if the user explicitly asks for a public URL.
• To update an existing day's dashboard, republish the same file path (keeps the URL).

5. Save the source + report

• Save the compiled markdown behind the dashboard to Team/BenAI/Profiles/Aryan/Sales-OS/Calls/<date>-call-prep-pack.md (Obsidian syntax, wikilinks, frontmatter) as the durable record.
• Lead the reply with the live URL, then a short priorities summary and an at-a-glance table.

Hard rules (from user feedback)

1. The output is always a deployed dashboard URL, one call or many. Never stop at a chat brief.
2. Use the real BenAI logo: a circle + a single U-shaped smile. No eyes, no wide grin. Markup is in the template; never alter it.
3. No AI-tell hero eyebrow, never the ● NAME · DATE · META mono line with a colored dot. Put context in the header or subtitle instead.
4. No em dashes in copy. No marketing cliches ("leverage", "unlock", "transform", "seamless", "cutting-edge"). Plain, specific, builder-voice.
5. Headings weight 900. All numbers/times/money in SF Mono. Hard borders and shadows only, no rounded corners, no blur.
6. Everything grounded, web, Attio, Gmail, Fireflies. If a source is empty, say "nothing found", never invent history.

This skill shares its design language with the instant-ui skill. If the brand system there changes, mirror it into references/dashboard-template.html.

Self-improvement

This skill is never finished. Improve it as you use it.

• When the user corrects how a step was done, update the relevant reference file (or this SKILL.md) so the correction sticks. Do not just fix it for this run.
• When a correction is a hard rule ("always do X", "never do Y"), add it as a permanent rule here.
• When the user says an output was genuinely good, save it to references/examples/ so it becomes a model for future runs.
• Keep the skill small while you do this: when you add something, run the deletion test and cut anything that no longer changes behavior.