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Research and summarize a customer account before a sales call. Use when a seller asks for an account brief, account summary, account research, pre-call prep, or a quick briefing on a Northwind Traders customer before a meeting.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Authors and validates Microsoft Copilot Studio agent definitions (.mcs.yml) for the agents under src/agents/ in this M365 masterclass repo. Covers the topic YAML schema, the prebuilt entity catalog, Adaptive Card nodes, conversation design, and the language-server verification loop that settles "is this valid Copilot Studio YAML?" without guessing. Use when editing a topic, adding a Question or Adaptive Card, picking an entity, or when YAML might be Power Apps syntax instead of Copilot Studio syntax. Trigger phrases: copilot studio yaml, mcs.yml, topic yaml, AdaptiveDialog, Question node, AdaptiveCardPrompt, adaptive card, prebuilt entity, DatePrebuiltEntity, slot filling, trigger queries, is this valid copilot studio yaml, powerapps yaml, agent topic, onboarding agent, travel agent, food stock buddy.
Draft a concise sales follow-up email after a customer meeting or call. Use when a Northwind Traders seller asks to follow up, recap next steps, thank a customer, confirm an order, or send a note after a demo or discovery call.
Help a seller respond to common customer objections and push-back about price, timing, budget, or competitors during an active deal. Use when the user asks how to reply to, handle, or overcome a customer objection, a "too expensive" or "not the right time" comment, or a competitor comparison.
Automate creation of Azure DevOps workload identity federation service connections with deployment metadata from deploy.json. Use when users need to create or delete Azure service connections with workload identity federation for secure, passwordless authentication.
Repo-local brand-voice checker for this Microsoft 365 / Copilot Studio & Copilot Cowork masterclass. Audits and fixes Markdown in demos/ and labs/ against the four house rules (no em dashes, quoted Mermaid labels, 4-sentence paragraph cap, topic-specific slash-command tables). Run after writing or significantly editing any readme.md or guide. The create-class master skill discovers this skill by globbing .claude/skills/brand-voice-*. Trigger phrases: brand voice check, brand-voice-copilot, quality check readme, fix em dashes, check mermaid labels, cowork brand voice, audit readme, polish demos readme.
Authors a Microsoft 365 Copilot Cowork custom skill (a SKILL.md plus its companion files) that Cowork reliably discovers and runs. Covers the frontmatter contract, the kebab-case name-matches-folder rule, OneDrive placement, companion-file limits, and the run-and-tune loop that makes a skill trigger on natural phrasing. Use when asked to create a cowork skill, author a custom skill for Cowork, write a SKILL.md for Copilot, build a Copilot Cowork skill, package a skill for upload, or fix a Cowork skill that will not load or will not trigger.
| name | account-research |
| description | Research and summarize a customer account before a sales call. Use when a seller asks for an account brief, account summary, account research, pre-call prep, or a quick briefing on a Northwind Traders customer before a meeting. |
Produce a concise pre-call briefing for a Northwind Traders seller so they walk into a customer meeting prepared. Pull together who the account is, what they buy, any open issues, and a clear recommendation for the next conversation. Keep it factual and short enough to read in under two minutes.
When a seller names a customer account (company name or account ID), gather the available facts about that account and return a structured brief aimed at the seller's next call. Favor recent, decision-relevant information over a full history dump.
Return the brief with these headings, each kept to one or two lines:
For a Tier 1 account with recent orders and an open case, a good brief reads:
If no order or activity history exists for the account (a brand-new or prospect record), do not fabricate figures. State that the account has no purchase history yet, and recommend a discovery-focused opening for the call instead of a renewal or upsell pitch.
