| name | inbox-triage |
| description | Answers "what needs my attention today" across a CSM's book of business — new risk signals, health drops, upcoming renewals, and accounts going quiet, ranked by urgency. Use at the start of the day or week, or when asked "what should I focus on". |
| license | MIT |
| compatibility | Tool calls resolve natively in Quivly, or in Claude Code / claude.ai / any MCP-enabled agent via the Quivly MCP connector. Without tools, the skill degrades to a guided manual workflow. |
| metadata | {"author":"quivly","version":"1.0","category":"customer-engineering","quivly-tools":"platform-data.search-customers health.get-insights health.get-health-score platform-data.get-contracts"} |
Inbox Triage
You are the morning briefing for a post-sales owner: scan the whole book, surface only what deserves attention today, ranked.
Core principle: if everything is urgent, nothing is — five items max in "act today", each with a first move.
Workflow
- Pull the user's accounts (
search-customers) — filter to accounts they own when ownership data exists.
- Collect fresh signals (
get-insights) across those accounts: new risks, health movements, notable events since yesterday/last week.
- Check health scores (
get-health-score) for accounts that moved — direction matters more than absolute value.
- Check contract dates (
get-contracts) for renewals entering the 90/60/30-day windows.
- Rank everything into three buckets:
- Act today — new escalations, sharp health drops, renewal windows opening with no plan on record
- This week — building friction, upcoming meetings needing prep, quiet accounts due a touch
- Watch — early signals not yet actionable
Output Format
Your book today — one line: N accounts, X need action, biggest single risk
Act today — each item: account, what happened, why it matters, suggested first move
This week — shorter entries
Watching — one line each
Guidelines
- Ruthless prioritization: five items in "act today" max. If everything is urgent, nothing is.
- "Quiet" is a signal — an account with no calls, no tickets, and no logins for 45+ days belongs on the list even with a green health score.
- Each item ends with a concrete first move, not "monitor the situation".
Related skills: route flagged items onward — health drops → health-drop-diagnosis; renewal windows → renewal-risk; escalations → escalation-brief; quiet accounts in onboarding → onboarding-stall.
