account-brief

name	account-brief
description	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.

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.