| name | account-brief |
| description | Build a pre-renewal brief for a tracked account from its recent public news and announcements. Use before a renewal call or QBR, after the account-health watcher flags a risk. Reading public news is allowed; do not log in, submit forms, or touch any CRM write endpoint. |
| nixPackages | ["jq"] |
Account brief
Use this skill when the user asks for a pre-renewal brief on a tracked account,
or when the account-health-monitor watcher flags a risk signal.
Steps
- Resolve the company name from the
organization entity.
- Fetch recent headlines and filter to the last 90 days.
- Summarize anything that moves renewal risk: leadership changes, funding,
layoffs, M&A, or competitive losses.
- Save a
renewal-risk entity per material signal, linked to the account with
the affects relationship.
Rules
- Read public sources only. Never log in, submit forms, or change account,
billing, or profile data.
- If a source is paywalled or asks for credentials, skip it and note the gap.
- Keep the brief to five bullets or fewer; the rep reads it on a phone.
