菜单
Write a structured pre-meeting brief for a relationship manager. Use this skill when asked to prep a client meeting, summarize a client's situation, or produce a meeting prep document.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use when adapting the langsmith-guided-tour repo for a specific industry or domain-specific use case — triggered by "create a [domain] version of this repo", "customize this for [vertical] POC", "make a [use case] variant of the workshop", or working in a fresh clone of the langsmith-guided-tour template with intent to specialize the example agent and all eight notebook modules at once. Not for single-module edits.
Write a portfolio update or periodic review for a client. Use this skill when asked to produce a quarterly update, performance summary, or holdings review.
| name | client-brief |
| description | Write a structured pre-meeting brief for a relationship manager. Use this skill when asked to prep a client meeting, summarize a client's situation, or produce a meeting prep document. |
