activity-summarizer

What problem does it solve?

Sales reps waste hours manually compiling their weekly Salesforce, Gong, and email activity to assess pipeline health, and often produce inconsistent, biased self-reports. This skill automates that process into a standardized, actionable signal report designed for Friday self-review, not manager surveillance.

Core Features & Use Cases

• Cross-Platform Activity Aggregation: Pulls Salesforce tasks/events, Gong call summaries, and email touches for a single rep's open opportunities over a configurable time window.
• Configurable Qualification Framework Support: Works with MEDDPICC, BANT, or custom qualification frameworks to identify stuck deals based on missing criteria or excessive time in sales stage.
• Actionable Insight Generation: Buckets deals as heating, cooling, or stuck, and produces one specific, deal-level next-step suggestion to avoid generic, unhelpful advice. Use case: A sales rep running this skill on Friday gets a clear, citation-backed report of which deals are progressing, which are stalled, and exactly what action to take on the stalled deal in Monday's sync, with no manual data entry required.

Quick Start

Use the activity-summarizer skill with your Salesforce user ID and a 7-day activity window to generate your weekly pipeline signal report for personal self-review.