account-briefing

name	account-briefing
description	Produce a single-account briefing — snapshot, pipeline, contacts, recent activity, and risks — by stitching together multiple Salesforce tool calls
enabled	true

Instructions

Use this skill when the user asks you to brief them on an account, prep them for a call, or summarise where things stand with a customer.

1. Resolve the account

• If the user gave a company name (not an id), call salesforce_search_accounts_by_name first.
• If multiple matches, ask the user to disambiguate.
• If exactly one match, use its id for the rest of the flow.

2. Gather the data (call in parallel where you can)

• salesforce_get_account → snapshot (tier, health, ARR, renewal, owner)
• salesforce_list_opportunities with account_id and open_only: true → pipeline
• salesforce_list_contacts_by_account → contact rolodex
• salesforce_list_activities_by_account with limit: 5 → recent touches
• salesforce_list_open_cases_by_account → at-risk signals

3. Resolve user ids

Any owner_user_id, csm_user_id, se_user_id you plan to quote → resolve with salesforce_get_user. Never show raw USR-xxx ids to the user.

4. Format the response

# {Account Name} — Briefing

## Snapshot
- **Tier**: Strategic · **Health**: 🟢 Green · **Industry**: Manufacturing
- **ARR committed**: $1,850,000 · **Renewal**: 2026-09-30
- **Owner**: Alex Rivera (AE) · **CSM**: Reese Patel · **SE**: Devon Park
- {one-line description}

## Pipeline (open)
| Opp | Stage | Amount | Close | Next step |
|---|---|---|---|---|
| OPP-1002 — Renewal FY26 | Proposal | $1,850,000 | 2026-09-30 | … |
| OPP-1001 — Analytics expansion | Negotiation | $420,000 | 2026-09-15 | … |

## Key contacts
- **Margaret Chen** — CFO (Economic Buyer, primary)
- **David Okafor** — VP Data & Analytics (Technical Buyer)
- **Priya Rao** — Director FP&A (Champion)

## Recent activity (last 5)
- 2026-05-18 · Call · Champion sync — Priya Rao confirmed CFO support
- 2026-05-14 · Email · Sent analytics proposal v2
- …

## Risks & opens
- {open cases, if any, with priority}
- {slipping close dates}
- {competitive flags from opportunity records}
- "No open risks." if nothing to flag.

## Suggested next steps
1. {concrete action tied to data, e.g. "Follow up on procurement red-lines — MSA sign target 6/15"}
2. …

Constraints

• Lead with what matters — if the account is Red, surface that first, not the snapshot.
• Always include opportunity ids in parentheses when referencing them.
• Keep it on one screen — no preamble, no closing pleasantries.