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brief

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Creates a one-page executive account brief. Use before sponsor syncs, deal reviews, QBRs, or board updates where the user needs account context, opportunity state, risks, and asks.

skills/ido-goldberg/brief/SKILL.md

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Last checked
Nov 11, 2026

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237
Repository last updated
Oct 20, 2026
License
MIT

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## Instructions

**State check.** This skill assumes the CRM is connected and holds the deal, company, contact, and engagement history that an exec brief depends on. It also benefits from the org's funnel stages so the brief uses the same language the exec uses. Check the CRM and pull funnel stages. If no CRM is connected, this skill can't produce a real brief — tell the user and stop. If no funnel stages are defined, the brief still works but won't anchor to the org's own pipeline language; recommend defining the funnel.

### Step 1 — Pull the canonical state

Anchor on facts, not narrative:

- `hubspot-search-objects` on the company, contacts, and deals — pull deal stage, amount, close date, owner.
- `hubspot-get-engagements` to read the last 5-10 substantive touchpoints (meetings + calls only, skip routine emails).
- `swan-search-companies` for the company's Swan record — target-market fit, tags, funnel stage.
- `swan-search-sequences` to know what outreach has run and how it performed.

If the engagement history is dense, read the full JSON from `files/tool-outputs/hubspot-get-engagements_<callId>.json` in `swan-execute-code` and print only meetings + call notes — drop routine emails.
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