菜单
Builds a NetSuite customer briefing using SuiteQL and record reads. Use when the user asks "brief me on [customer] in NetSuite", "prepare me for this customer", "summarize NetSuite customer status", "look up [customer] in NetSuite", or "what is happening with this account in NetSuite".
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
Navigate to websites, interact with page elements, and extract structured data using Playwright browser automation in isolated sandboxes. Use when the user asks to visit a website, get content from a page, fill a form, or interact with a web app.
Generate Word, Excel, and PowerPoint documents from structured data or instructions. Use when the user asks to create a report, spreadsheet, or presentation.
Chain browser automation, code execution, and Microsoft 365 actions into multi-step workflows. Use when the user's request spans web + M365 (e.g., "research this vendor and email a summary", "check this site daily and notify me").
Execute code in isolated ACA Sandbox microVMs. Python (default), bash, JavaScript, TypeScript, and .NET. Use when the user wants to run code, process data, transform files, test scripts, or perform calculations.
Search the internet for real-time information using browser automation. Use when the user asks to "search for", "look up", "find information about", "what is the latest on", or any request requiring current web data.
Create, list, pause, resume, and delete scheduled automations that run tool sequences on a cron schedule. Use when the user wants recurring tasks, background monitoring, or scheduled reports.
| name | customer-briefing |
| description | Builds a NetSuite customer briefing using SuiteQL and record reads. Use when the user asks "brief me on [customer] in NetSuite", "prepare me for this customer", "summarize NetSuite customer status", "look up [customer] in NetSuite", or "what is happening with this account in NetSuite". |
| license | MIT |
| metadata | {"author":"Troy Taylor","version":"1.0","pattern":"discovery"} |
| cowork.category | Finance |
| cowork.icon | Briefcase |
search_customers and capture the customer id.get_record (recordType customer, fields like companyname,email,phone,terms,creditlimit,balance,daysoverdue,lastmodifieddate).get_open_sales_orders for that customer id.get_open_invoices for that customer id.run_suiteql against the transaction table (last 90 days) for that entity.