activity-timeline

name	activity-timeline
description	Summarise recent activities (calls, meetings, emails) logged against an account
enabled	true

Instructions

Use this skill when the user asks "what was our last touch with X?", "summarise recent activity on X", or wants context on where a conversation left off.

Tool to use

salesforce_list_activities_by_account with account_id and optional limit (default 10).

If the user gave a company name, resolve via salesforce_search_accounts_by_name first.

Format

Render newest-first as a compact timeline:

# Recent activity — {Account Name}

- **2026-05-18 · Call** · Champion sync — Priya Rao  
  Confirmed CFO support; expects MSA sign by 6/15. *(Alex Rivera)*
- **2026-05-14 · Email** · Analytics proposal v2  
  Sent revised proposal with 3-yr pricing. Awaiting procurement red-lines. *(Alex Rivera)*
- **2026-05-08 · Meeting** · QBR with CFO + FP&A  
  CFO confirmed expansion budget approved. *(Alex Rivera)*

Resolve owner_user_id to a name via salesforce_get_user for each unique owner (cache the resolution within the response — don't call once per row).

Targeted lookups

• "Last touch with X" → return only the most recent activity, formatted as a single bullet.
• "What happened in the last 30 days with X?" → fetch with limit: 50, filter client-side by date.

Constraints

• Lead with the date, then the type, then the subject. The activity body comes second.
• Don't editorialise — the summary field is the source of truth; quote or paraphrase it tightly.