Instructions

State check. This skill assumes the CRM is connected and holds the deal, company, contact, and engagement history that an exec brief depends on. It also benefits from the org's funnel stages so the brief uses the same language the exec uses. Check the CRM and pull funnel stages. If no CRM is connected, this skill can't produce a real brief — tell the user and stop. If no funnel stages are defined, the brief still works but won't anchor to the org's own pipeline language; recommend defining the funnel.

Step 1 — Pull the canonical state

Anchor on facts, not narrative:

hubspot-search-objects on the company, contacts, and deals — pull deal stage, amount, close date, owner.
hubspot-get-engagements to read the last 5-10 substantive touchpoints (meetings + calls only, skip routine emails).
swan-search-companies for the company's Swan record — target-market fit, tags, funnel stage.
swan-search-sequences to know what outreach has run and how it performed.

If the engagement history is dense, read the full JSON from files/tool-outputs/hubspot-get-engagements_<callId>.json in swan-execute-code and print only meetings + call notes — drop routine emails.

Step 2 — Map the buying committee

For multi-threaded enterprise accounts, name the committee: