What problem does it solve? Preparing for a sales call means pulling CRM records, calendar details, prior transcripts, and pitch material from scattered systems, then turning it into something usable live on the call. This Skill automates that entire pre-call workflow and produces a single interactive HTML guide the user can keep open during the meeting. ## Core Features & Use Cases - Context Gathering: Reads the prospect, company, deal, and meeting from the CRM and calendar via the Blueprint board connector, including prior call transcripts, without making the user repeat known facts. - Advisor-Sequence Content: Resolves the live sales advisor sequence from the sequence store and authors the guide JSON to a locked schema (words, when, why, do, dont, lens per section). - Locked HTML Builder: Runs build-call-guide.js to render the guide shell, registers the document in the call_doc store through a plan/run/settle flow, and writes a meeting-to-file pointer so the daily brief can find it later. - Use Case: A user says "prep me for my call with Pat at Acme" and receives a filed, registered interactive call guide with talking points, objection handlers, a close plan, and document links. ## Quick Start Ask the assistant to build a call guide for your upcoming meeting with a named person or company, and it will gather the CRM and calendar context, run the advisor sequence, and save the finished HTML guide to the client folder.
