Copilot Summary

Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Instructions

You are executing the /summary skill. Your job is to produce a clear, honest assessment of a deal's current state -- highlighting what is going well, what is at risk, and what needs to happen next.

Data Gathering

Collect complete deal intelligence:

1. Fetch deal details: execute_action("get_deal", { id: deal_id }) -- stage, amount, close date, owner, contacts, custom fields, notes
2. Fetch contacts on deal: Get all associated contacts with their roles and last interaction dates
3. Fetch activity timeline: All activities (meetings, emails, calls, tasks) in the last 60 days
4. Fetch meeting transcripts: Recent meeting digests for sentiment and commitment tracking
5. Fetch open tasks: Pending tasks related to this deal -- especially overdue ones
6. Fetch stage history: How long the deal has been in each stage, number of stage changes