meeting-prep
Meeting Prep Briefing
Generate a concise, actionable briefing before a call.
Inputs
The user provides one or more of:
- A contact name, email, or company name
- A meeting reference (title, date, calendar event)
- Meeting details from a calendar integration (summary, startTime, attendees)
If not provided, ask for the contact or meeting context.
Workflow
Step 1: Identify the contact and company
Resolve the contact to an Attio record:
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key-account-plan
Create comprehensive Key Account Plans for clients/prospects. Use this skill whenever the user mentions 'account plan', 'key account', 'account planning', 'strategic account', 'client plan', 'customer success plan', or wants to create a structured plan for managing an important client relationship. Also trigger when users ask to 'plan for [company name]', 'review account strategy', 'prepare account review', or mention MEDDPICC/MEDDPIC analysis alongside client planning. This skill pulls data from Attio CRM (company records, contacts, deals, notes, emails, call recordings, MEDDPICC scores) and Google Drive, then produces a polished .docx Key Account Plan document and creates summary notes + tasks back in Attio. Even if the user just names a company and says something like 'let's do an account plan' or 'prepare for my QBR with [company]', use this skill.
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1pipeline-review
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1meeting-followup
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1company-people-list
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1deal-intelligence
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