account-brief-pdf

name	account-brief-pdf
description	Render a printable single-account brief PDF — snapshot, pipeline, contacts, recent activity, risks, suggested next steps — ready for the QBR prep folder
enabled	true

Instructions

Use this skill when the user asks for a printable or PDF version of an account brief — "Build the Acme PDF", "Print the account one-pager", "Brief for my QBR prep folder".

For an in-chat brief, use account-briefing instead.

1. Gather the account data

Compose, in parallel where possible:

• salesforce_get_account → snapshot
• salesforce_list_opportunities with open_only: true → open pipeline
• salesforce_list_contacts_by_account → contact rolodex
• salesforce_list_activities_by_account with limit: 8 → recent activity
• salesforce_list_open_cases_by_account → at-risk signals
• salesforce_get_user for each owner / CSM / SE you'll reference

Resolve all USR-* to names. Do not pass raw user ids into the PDF.

2. Build the status JSON

Build a single JSON object with this shape:

{
  "account": { "id": "ACC-001", "name": "Acme Corp", "industry": "...", "tier": "Strategic", "health": "Green",
               "arr": 1850000, "renewal_date": "2026-09-30", "owner": "Alex Rivera", "csm": "Reese Patel", "se": "Devon Park",
               "description": "..." },
  "pipeline": [ { "id": "OPP-1001", "name": "...", "stage": "...", "amount": 420000, "probability": 0.75, "close_date": "2026-09-15", "next_step": "..." }, ... ],
  "contacts": [ { "name": "Margaret Chen", "title": "CFO", "role": "Economic Buyer", "is_primary": true }, ... ],
  "activity": [ { "date": "2026-05-18", "type": "Call", "subject": "...", "summary": "..." }, ... ],
  "cases": [ { "id": "CASE-3001", "priority": "P1", "status": "Open", "subject": "...", "summary": "..." } ],
  "risks": [ "Procurement red-lines outstanding — slipping past 6/15 target", "..." ],
  "next_steps": [ "Confirm 6/15 MSA sign with Priya by EOD Thursday", "..." ]
}

3. Render

Call code_interpreter with:

python /app/use-cases/sales-account-review/skills/account-brief-pdf/scripts/render_account_brief.py \
  --account-name "Acme Corp" \
  --status-json '<JSON from step 2>' \
  --out /tmp/account-brief-acme-corp.pdf

The script uses Playwright to render assets/account-brief.html → A4 PDF. If Playwright fails, an HTML fallback is written next to the PDF path.

4. Reference the file

Use the file-sharing convention:

📄 [/tmp/account-brief-acme-corp.pdf](/tmp/account-brief-acme-corp.pdf)

Then summarise in 4–6 lines what's in the brief and what jumped out.

Constraints

• Never include personal data the AE didn't already have (no SSN-equivalents, no internal HR data).
• Never include forward-looking commitments that aren't on the opp record (don't invent "expected close $X" — use what's on the opp).
• Activity summaries on the PDF: keep to one sentence each. Trim cleanly.

Available Files

This skill directory contains the following files you can read with read_file using their absolute paths (prefix /app/use-cases/sales-account-review/skills/account-brief-pdf/):

• assets/account-brief.html
• scripts/render_account_brief.py