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customer-briefing

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UpdatedJune 1, 2026 at 21:23

Builds a NetSuite customer briefing using SuiteQL and record reads. Use when the user asks "brief me on [customer] in NetSuite", "prepare me for this customer", "summarize NetSuite customer status", "look up [customer] in NetSuite", or "what is happening with this account in NetSuite".

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troystaylor

troystaylor/SharingIsCaring

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Software DevelopersComputer and Mathematical Occupations·SOC 15-1252

SKILL.md

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name	customer-briefing
description	Builds a NetSuite customer briefing using SuiteQL and record reads. Use when the user asks "brief me on [customer] in NetSuite", "prepare me for this customer", "summarize NetSuite customer status", "look up [customer] in NetSuite", or "what is happening with this account in NetSuite".
license	MIT
metadata	{"author":"Troy Taylor","version":"1.0","pattern":"discovery"}
cowork.category	Finance
cowork.icon	Briefcase

Customer Briefing

Resolve the customer using search_customers and capture the customer id.
Pull full customer details with get_record (recordType customer, fields like companyname,email,phone,terms,creditlimit,balance,daysoverdue,lastmodifieddate).
Pull open sales orders with get_open_sales_orders for that customer id.
Pull open invoices with get_open_invoices for that customer id.
Pull recent transactions via run_suiteql against the transaction table (last 90 days) for that entity.
Summarize customer status, terms and credit, open pipeline, AR exposure, and recent activity.
End with three concrete prep actions for the next customer touchpoint.

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name	customer-briefing
description	Builds a NetSuite customer briefing using SuiteQL and record reads. Use when the user asks "brief me on [customer] in NetSuite", "prepare me for this customer", "summarize NetSuite customer status", "look up [customer] in NetSuite", or "what is happening with this account in NetSuite".
license	MIT
metadata	{"author":"Troy Taylor","version":"1.0","pattern":"discovery"}
cowork.category	Finance
cowork.icon	Briefcase

Customer Briefing

Resolve the customer using search_customers and capture the customer id.
Pull full customer details with get_record (recordType customer, fields like companyname,email,phone,terms,creditlimit,balance,daysoverdue,lastmodifieddate).
Pull open sales orders with get_open_sales_orders for that customer id.
Pull open invoices with get_open_invoices for that customer id.
Pull recent transactions via run_suiteql against the transaction table (last 90 days) for that entity.
Summarize customer status, terms and credit, open pipeline, AR exposure, and recent activity.
End with three concrete prep actions for the next customer touchpoint.