CSA-Swiss-Knife

Account landscape scanner: surfaces full pipeline, cross-role activity, and EDE coverage across accounts where user is on the deal team. Identifies swarming opportunities where adjacent pipeline exists outside your solution area, and Unified investment signals from package/EDE gaps. Chains with account-structure-diagram and pipeline-hygiene-triage. Triggers: swarm opportunities, account landscape, what else is happening, other pipeline, cross-CSA, EDE alignment, EDE gaps, who else is working, full account view, Unified upsell, package coverage, swarming, adjacent pipeline.

Excalidraw diagram generator: produces visual maps of account structure — opportunities, milestones, deal-team roles, MCEM stage positions, and role-specific prioritized views. Assembles CRM + vault data into a renderable .excalidraw.md file. Chains with mcem-stage-identification and role-orchestration for enriched stage/role context. Triggers: diagram, visualize account, draw structure, Excalidraw, account map, opportunity map, visual overview, show me the account, structural view, customer map, portfolio visualization. DO NOT USE FOR: architecture feasibility reviews or technical POC planning — use architecture-feasibility-check.

Top-level intent: the agent strengthens human relationships across account teams. Defines multi-medium communication model, strategic alignment, and risk intelligence. Triggers: cross-role communication, account strategy, rooms of the house, full-value orchestration, relationship health, strategic alignment, intent resolution.

Architecture feasibility check and execution handoff in one skill. Reviews environment prerequisites, dependency sequencing, capacity headroom, and solution design risks before commitment. Produces structured handoff artifacts (decisions, constraints, guardrails, KPIs) when proof concludes. Replaces standalone architecture-feasibility-check and architecture-execution-handoff. Triggers: can we build, feasibility, prerequisites, capacity headroom, technical risk, solution design review, buildability, proof completed, write handoff note, architecture decision record, POC concluded, CSA document, proof summary writeup, handoff artifact, create handoff, architecture review.

Azure pricing model assembler: retrieves Azure service pricing data, structures cost components into a logical pricing model, and outputs an Excel-ready breakdown covering compute, storage, networking, licensing, and support tiers. Captures wider context — consumption patterns, reserved vs pay-as-you-go tradeoffs, regional variance, and Unified/EDE coverage alignment. Chains with value-realization-pack and proof-plan-orchestration for cost-justified delivery planning. Triggers: Azure pricing, cost model, pricing spreadsheet, Azure cost breakdown, service pricing, pricing document, cost estimate, Azure estimate, TCO, total cost of ownership, pricing export, cost comparison, Azure spend, consumption cost, reserved instance pricing, Azure pricing Excel.

You MUST use this before any creative work - creating features, building components, adding functionality, or modifying behavior. Explores user intent, requirements and design before implementation.

Commit-gate enforcement: answers "should we flip this milestone to Committed?" by checking resource staffing, delivery-path named, and target-date realism. Produces remediation tasks when gaps block the flip. Chains with non-linear-progression and delivery-accountability-mapping for commit-or-loopback decision. Triggers: should we commit, pre-commitment gate, resource capacity check, commit decision, staffing confirmation, before committing, commit or loop back.

Connect hook formatting + evidence schema, Obsidian vault routing for Connect evidence capture. Triggers: connect hook, connect evidence, impact capture, connect impact area, attribution gate, evidence qualification.

CRM entity schema reference for Dynamics 365 OData queries. Use when constructing crm_query, crm_get_record, or any OData filter/select expressions to avoid property name guessing. Triggers: CRM query, OData filter, property name, entity set, field lookup, milestone field, opportunity field, crm_query, crm_get_record, milestone status code, commitment code, workload type.

CRM read query scoping strategy for MSX/MCEM. Scope-Before-Retrieve pattern: VAULT-PREFETCH, composite tools, crm_query filters, get_milestones usage. Triggers: CRM query construction, milestone lookup, opportunity scoping, get_milestones usage, crm_query filters, oversized payload, unscoped query, query strategy.

Customer outcome scoping: defines measurable customer outcomes during Stage 1 qualification. Captures business objectives, success metrics, and baseline measurements to anchor the opportunity in verifiable customer value. Chains with pipeline-qualification for Stage 1 completion. Triggers: customer outcomes, measurable outcomes, success metrics, outcome definition, baseline metrics, customer objectives, what does success look like.

Delivery accountability mapping: clarifies who owns execution vs orchestration for committed milestones in Stage 4. Maps delivery owners (Partner, ISD, Unified, internal) and flags when CSAM is treated as delivery owner without decision rights. Triggers: delivery owner, who owns execution, delivery accountability, execution vs orchestration, delivery mapping, CSAM delivery burden, partner delivery, ISD delivery.

Read, create, edit, or manipulate Word documents (.docx files). Triggers: any mention of "Word doc", "word document", ".docx", or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx files, inserting or replacing images, performing find-and-replace, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a "report", "memo", "letter", "template", or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs (use pdf skill), spreadsheets (use xlsx skill), or general coding tasks.

OctoDash per-subscription and per-BU GHCP seat breakdown reference. Covers OctoDash semantic model schema, TPID→slug join pattern, source comparison (MSXI vs OctoDash), presentation guardrails. Triggers: per-subscription breakdown, per-BU seats, enterprise slug, OctoDash enrichment, granular GHCP report, OctoDash, billable_owner_name.

Handoff readiness validation for STU-to-CSU transfer: verifies the Specialist populated business-case summary, measurable outcomes, proof artifacts, CSU-aligned owners, and next-action items before disengaging. Returns populated/missing per field. Chains with pipeline-hygiene-triage and risk-surfacing for weekly pipeline review; chains with architecture-feasibility-check and architecture-execution-handoff for post-proof handoff. Triggers: Specialist departure, STU leaves, transfer checklist, STU-to-CSU handoff, readiness validation, ready to hand off.

HoK (Hands-on-Keyboard) readiness check: validates legal coverage, customer environment access, and engagement positioning for SE hands-on work in customer dev/test/production environments. Identifies cusp customers where HoK next steps are uncertain and surfaces them for leadership discussion. Chains with proof-plan-orchestration for HoK-scoped proofs and task-hygiene-flow for HoK task tracking. Triggers: HoK readiness, hands-on-keyboard, legal coverage, customer environment, HoK positioning, cusp customer, HoK engagement, HoK legal gate, environment access, HoK status, HoK field playbook.

M365 MCP query patterns for Calendar, Mail, and Teams native tools. Covers efficient retrieval, payload management, and write patterns. Triggers: calendar search, find meeting, list events, schedule meeting, email search, find email, search Outlook, mail thread, attachment, reply to email, Teams search, find chat, search Teams messages, list chats, Teams channel, post to Teams, send to person, meeting chat, direct message, 1:1 chat.

MCEM stage diagnostics: identifies functional MCEM stage from CRM entity state (not field labels), then validates exit criteria against Verifiable Outcomes. Detects labeled-vs-functional divergence and returns pass/fail per criterion. Replaces standalone mcem-stage-identification and exit-criteria-validation. Triggers: which stage, what stage, stage mismatch, triage stalled, diagnose position, identify step, what stage are we really in, governance prep, exit criteria, are we ready, Verifiable Outcome check, criteria met, VO audit, BPF evidence mismatch, ready to advance, MCEM diagnostics.

MCEM process spine: maps Stages 1-5 with ATU/STU/CSU accountability, exit criteria, skill activation order, and role orchestration routing. Triggers: stage progression, MCEM exit criteria, role orchestration, commit gates, handoff readiness, expansion routing, which stage, what stage, MCEM, who leads next, team assignment, action paralysis, ATU/STU/CSU routing, which team, next-step owner, who should own, tie-break, conflicting direction, who decides, authority clarification, role disagreement, deadlock, who has final say.

Diagnostic triage: pinpoints which MCEM process step (1-5) an opportunity occupies by reading CRM entity state, not the recorded field label. Detects labeled-vs-functional divergence. Chains with milestone-health-review and customer-evidence-pack for pre-governance prep; chains with exit-criteria-validation, risk-surfacing, and role-orchestration for full deal triage. Triggers: which stage, what stage, stage mismatch, triage stalled, diagnose position, identify step, what stage are we really in, governance prep.

Milestone health review for weekly governance: scans active milestones for date drift, overdue completions, and stalled items. Produces customer-safe status bullets plus internal remediation queue and uncommitted commit-readiness signals. Includes evidence-pack mode for assembling M365 customer communication into consolidated briefing documents. Triggers: weekly status, date drift, overdue milestones, governance cycle, customer status update, how are my milestones, milestone health, governance prep, meeting prep, compile package, email threads, chat history, briefing document, review preparation, communication bundle, evidence pack.

Speed-optimized morning briefing: launches parallel vault, CRM, and M365 retrieval to produce a consolidated daily action plan in one pass. Assembles pipeline state, milestone health, today's meetings, overdue tasks, and risk signals into a single prioritized view. Triggers: morning brief, daily brief, start my day, what do I need to know, daily standup, morning prep, daily dashboard, catch me up.

Generate and submit Americas Living Our Culture award nominations. Covers award categories, form structure, narrative framing, compliance rules, ACR verification, and optional Playwright browser automation for form submission. Triggers: nomination, Living Our Culture, award nomination, Americas award, Make it Happen, Team First, nominee, nomination form.

Non-linear progression: guides MCEM stage loopback when customer readiness gaps, proof failures, or capacity constraints require iteration rather than forward movement. Determines which stage to loop back to and what must be resolved. Triggers: loop back, stage regression, go back a stage, not ready to advance, proof failed, readiness gap, stage loopback, re-qualify, stage regression, iteration needed.

Capture, catalog, and reuse proven implementation patterns — code snippets, dashboard structures, report layouts, query recipes, and workflow shapes discovered during real work. Triggers: save pattern, capture pattern, save this, remember this approach, reuse pattern, apply pattern, known pattern, prior pattern, pattern library, code recipe, dashboard pattern, report structure, query pattern, workflow pattern, pattern catalog, what patterns exist, list patterns, prune patterns, pattern hygiene.

Power BI report router: detects which PBI report a user is asking about and routes to the correct pre-configured prompt, or guides discovery when the report is unclear. Matches natural-language phrases (e.g., "azure all in one", "customer incidents", "GHCP new logo", "service deep dive", "SE productivity") to existing pbi-*.prompt.md files. Falls back to pbi-prompt-builder when no match exists. Triggers: PBI report, Power BI report, azure all in one, all-in-one, AIO, customer incidents, outages, CMI, GHCP, new logo incentive, service deep dive, SL5, ACR by service, SE productivity, SE scorecard, seller productivity, which PBI report, what reports, show me reports, consumption report, portfolio report, pipeline report, run PBI prompt, open PBI prompt.

Interactive Power BI prompt builder: discovers semantic models, explores schema, drafts DAX queries from natural-language questions, validates them live, and outputs a ready-to-use pbi-*.prompt.md file. Triggers: build PBI prompt, create Power BI report prompt, scaffold PBI workflow, map Power BI report, generate PBI prompt, new PBI query, Power BI prompt template, what data can I pull.

Power BI conventions and context bridge: auth pre-check, semantic model referencing, DAX patterns, subagent delegation, pre-aggregation, and session persistence for downstream CRM/vault workflows. Triggers: Power BI, PBI, MSXI, semantic model, DAX query, powerbi-remote tool call, PBI auth, PBI subagent delegation, PBI context budget, DAX pre-aggregation, PBI session persistence, context window exhaustion.

Read, extract, create, merge, split, rotate, watermark, encrypt, OCR, or fill forms in PDF files. Triggers: any mention of ".pdf", "PDF", or requests to extract text/tables from PDFs, combine/merge PDFs, split pages, create new PDFs, fill PDF forms, add watermarks, encrypt/decrypt, extract images, or OCR scanned documents. Do NOT use for Word documents (use docx skill), spreadsheets (use xlsx skill), or PowerPoint files.

Pipeline hygiene triage for Specialist: flags stale opportunities, missing CRM fields, close-date slippage, and low-quality entries. Generates exception report with bulk-fix suggestions for forecast prep. Chains with handoff-readiness-validation and risk-surfacing for weekly pipeline review. Triggers: portfolio cleanup, stale opportunities, missing fields, forecast prep, pipeline exceptions, close-date slip, weekly review, pipeline review. DO NOT USE FOR: CSAM milestone governance reviews — use milestone-health-review instead.

Inbound-signal qualifier: scores a new customer signal for commercial fit, solution-play alignment, and priority match, then scaffolds a draft opportunity with initial milestones. Triggers: qualify signal, new opportunity, inbound lead, commercial fit, create pipeline, scaffold opportunity, net-new deal. DO NOT USE FOR: routing upsell or expansion signals from existing delivery — use stage-5-review.

Read, create, and modify PowerPoint (.pptx) presentations using Node.js. Generates slide decks with text, images, charts, tables, and speaker notes. Reads existing presentations to extract content. Triggers: PowerPoint, pptx, create presentation, slide deck, generate slides, presentation template, extract slides, read PowerPoint, build deck, speaker notes.

POC/Pilot/Demo/HoK blueprint builder: defines trial scope, acceptance criteria, timeline, environment needs, legal coverage requirements, and role assignments for a technical proof or HoK engagement. Outputs a structured plan ready for SE and Specialist execution. Triggers: POC design, pilot blueprint, demo plan, HoK plan, hands-on-keyboard scope, trial scope, proof requirements, technical win plan.

Deal-risk radar: synthesizes field data, vault notes, and calendar signals to flag relationship decay, silent stakeholders, and looming threats. Proactive early-warning system, not a document compiler. Chains with pipeline-hygiene-triage and handoff-readiness-validation for weekly pipeline review; chains with mcem-diagnostics for full deal triage. Triggers: deal risk, risk radar, threat flag, warning signal, silent stakeholder, relationship decay, early warning, flag risks, what risks.

AE role card — account-level customer relationship owner and strategic orchestrator. Covers customer-centric growth, pipeline precision, operational and commercial excellence, and cross-team account leadership. Triggers: Account Executive, AE, account planning, customer relationship ownership, MACC execution, account team orchestration, executive sponsor, strategic planning, pipeline generation, commercial excellence.

ATS role card — account-level technology strategist and AI/Security strategy leader. Covers customer technology relationship management, AI and Security strategy alignment, technical team orchestration, commercial growth through consumption, and cross-role technology leadership. Triggers: Account Technology Strategist, ATS, customer technology strategy, AI strategy, Security strategy, technology relationship, technical team orchestration, account technology, technology leadership, consumption growth.

ATU Sales Director role card — account team unit sales leader and coaching orchestrator. Covers customer and partner obsession, sales leadership and business excellence, people and change leadership, MACC execution, pipeline governance, and team coaching. Triggers: ATU Sales Director, Sales Director, SD, Sales Manager, team coaching, pipeline governance, MACC budget, ATU leadership, pipeline coverage, account team coaching, Red Carpet compliance, rolling 4 quarter pipeline.

CSA role card — architecture-focused execution owner. Covers technical proof oversight, guardrail enforcement, value-realization validation, and CSA-vs-CSAM authority boundaries. Triggers: CSA, Cloud Solution Architect, architecture handoff, delivery ownership, execution readiness, architecture feasibility.

CSAM role card — customer-success orchestrator. Covers governance cadence, success-plan alignment, adoption tracking, commit-readiness gates, and CSAM-vs-CSA boundaries. Triggers: CSAM, Customer Success Account Manager, customer health reviews, usage milestones, weekly governance, adoption tracking, success plan.

IA role card — industry-focused opportunity creator and pipeline accelerator. Covers industry use case specialization, proactive Stage 1 pipeline creation, industry partner sales, co-innovation, and flexible multi-account engagement. Triggers: Industry Advisor, IA, industry use cases, industry pipeline, ROTH expansion, industry partner sales, co-innovation, industry ISV, industry vertical, AI Halo, industry hero use case.