customer-success-meetings-skill

<quick_start> Trigger: "CS brief", "brief Ryan", "brief Nick", "team CSR", "prep CS for [account]", "CS call summary", "recap the CS call", "hand this off to CS".

Pre-call flow:

1. Read the call transcript, summary, or account description (Clari clari_get_call_summary or Nooks getCallTranscript if only a call ID is given).
2. Identify contact name(s) + role, company/account, and every Epiphan product mentioned.
3. Call search_product_catalog (Epiphan AI MCP) for every product before writing anything about it. Non-negotiable.
4. Fill the 4 fields as tight bullets: Which products? / What's the use case? / Do they currently own? / What's their pain point?
5. Add Flag: / Open item: only if genuinely needed.
6. Resolve the CS rep's Slack handle (Slack slack_search_users if unknown).
7. Show the user the draft and get explicit confirmation before posting.
8. Post to #team-csr (channel ID C03715XTUDC) unless told otherwise, tagging the rep.

Post-call flow: same verification and posting rules; fields are What was covered / Customer reaction / Next step / Follow-up needed. </quick_start>