account-deep-dive-brief

name	account-deep-dive-brief
description	Creates a PowerPoint executive brief for a single named account combining Salesforce CRM data (opportunities, contacts, cases, recent activity) with Microsoft 365 WorkIQ context (recent meetings, emails, Loop pages) — designed for an AE walking into a major customer meeting or for an executive sponsor briefing. Use when the user asks for an "account brief", "account deep dive", "exec brief on {account}", "customer 360 deck", or "prep me for {account}".
license	MIT
compatibility	Copilot Cowork Frontier with the Salesforce MCP connector. Uses built-in WorkIQ context where available.
metadata	{"author":"ESS MCP Demo","version":"1.0.0","demo-audience":"AE / Account Director / Exec Sponsor"}
cowork.category	Sales
cowork.icon	BuildingMultipleFilled

Account Deep-Dive Brief

What This Skill Does

Produces a PowerPoint executive brief on a single named account: relationship history, decision team, open and won opportunities, support case posture, recent activity from Salesforce and WorkIQ, and a recommended meeting agenda. Designed for an AE preparing for a customer visit or an executive sponsor walking into a sponsor call.

When To Use

• "Build me an account brief on {account}"
• "Prep me for my meeting with {account}"
• "Customer 360 deck for {account}"
• "Exec brief on {account}"

Do not use for the morning daily briefing (morning-pipeline-briefing-dashboard) or the weekly review (weekly-pipeline-review-deck).

Required Connector Tools

• list_accounts (resolve the account if name is fuzzy)
• get_account_360 — primary
• list_opportunities — open + closed for this account
• list_contacts — decision team
• list_cases — support / compliance cases
• get_activity_timeline
• list_campaigns — campaigns the account is in
• list_leads — leads tied to the account
• get_pipeline_dashboard — only for context if the AE owns multiple

Optional WorkIQ Context

When available:

• Last 30 days of meetings whose attendees include any account contact.
• Last 30 days of emails to/from any account contact (paraphrased themes only, never verbatim).
• Loop pages or shared documents referenced in those meetings.

Use WorkIQ to surface relationship signals ("the CTO has been on every meeting since March", "replies have shifted from buyer to procurement") and as input for the recommended agenda.

Default Workflow

1. Resolve the account name with list_accounts. If multiple match, ask the user which.
2. Pull get_account_360, list_opportunities, list_contacts, list_cases, get_activity_timeline.
3. Pull WorkIQ relationship signal if available.
4. Synthesise:
   • Relationship summary (years as customer, current ARR if available, exec sponsor).
   • Decision team with role and engagement level.
   • Open opps (priority list with stage, amount, close, next step).
   • Won/lost history in last 12 months.
   • Support case posture: open, recently closed, severity mix.
   • Themes from recent activity and WorkIQ.
5. Build the deck.

Slide Map

#	Title	Visual	Notes
1	{{account_name}} — Account Brief	Cover with logo placeholder, ARR / industry / region / sponsor
2	Relationship Summary	Timeline of major events (won deals, exec changes, escalations)
3	Decision Team	Table: name, role, engagement, last touch
4	Pipeline & Opportunities	Pipeline waterfall + table of open opps
5	Recent Activity	Combined Salesforce + WorkIQ activity, themed
6	Support & Cases	Open cases, severity, themes
7	Strategic Themes	3–5 themes Cowork has identified across data
8	Risks & Open Questions	Items the team needs answers to
9	Recommended Agenda	Suggested agenda for the upcoming meeting
10	Next 30 Days	Owner, action, due

Analysis Rules

• Engagement level for a contact = derived from activity counts in last 90 days: high (≥6), medium (3–5), low (1–2), cold (0). State the basis on slide 3.
• Themes must be supported by ≥2 evidence items. Cite the source ("from 4 meetings in March", "from 2 cases on rate-limit topic").
• Never paraphrase a single private email such that the wording is recoverable. Use thematic language only.
• If WorkIQ context is unavailable, mark slide 5 as "Salesforce activity only" in the footer.

Tone

Executive briefing. Specific, evidence-backed, neutral. Don't oversell internal optimism.