brief_skill

Overview

This skill provides a concise pre-meeting briefing for any account using a combined local entity file and real-time Glean account status. Invoke with /brief {account name} to get checklist progress, hours remaining, last interaction, missed communications, and open to-dos. It surfaces what needs attention so you can join calls informed and focused.

How this skill works

The skill normalizes the provided account name and reads the local entity file at exo/entities/orgs/{account name}.md to extract the deployment checklist, deal details, next steps, risks, and context. It then calls the Glean Account Status Agent (via a provided script) to retrieve last meeting summaries, open to-dos, missed communications, internal flags, and hours used/remaining. Finally it synthesizes both sources into a structured briefing showing checklist progress, hours, last interaction, risks, and consolidated open tasks.

When to use it

• Before client or internal calls to get quick situational awareness
• When preparing account handoffs or escalation calls
• To check current checklist progress and identify next actions
• After noticing missed messages or unclear ownership on an account
• When you need consolidated status combining local notes and search-driven signals

Best practices

• Keep the local entity file up to date with checklist items, next steps, and risks
• Use the exact account name (case-insensitive, spaces preserved) for reliable file lookup
• Set GLEAN_API_TOKEN and GLEAN_INSTANCE before running Glean queries
• Allow the Glean agent 120-second timeout; responses can take 60–90 seconds
• If the Glean script fails, rely on local file output and note missing live signals

Example use cases

• /brief Snap before a QBR to confirm remaining enablement steps and hours
• /brief golden gate bridge when preparing for a handoff to support to surface open to-dos
• /brief northbeam to spot recent missed Slack threads and unanswered emails prior to an AE check-in
• Run before internal syncs to show checklist completion and the next scheduled step
• Use during on-call rotations to quickly see internal flags and outstanding risks