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ken-cavanagh-glean
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brief

Assemble pre-meeting briefings from local account notes and live Glean data.

4|Updated Dec 23, 2025
Search Tags:#automation#workflow#briefing#Glean#pre-meeting#entity-files#account-ops
One-click install
npx skills add https://github.com/ken-cavanagh-glean/fieldkit --skill brief
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: brief
Source: https://github.com/ken-cavanagh-glean/fieldkit/tree/main/plugins/account-ops/skills/brief
Command: npx skills add https://github.com/ken-cavanagh-glean/fieldkit --skill brief

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This skill saves time by generating a comprehensive pre-meeting briefing by combining local account notes with live Glean data, reducing manual prep work.

Core Features & Use Cases

  • Pre-meeting briefing: Summarizes deployment status, last interactions, open to-dos, risks, and context for quick executive reviews.
  • Account-context synthesis: Merges local entity files with Glean account data to produce a coherent briefing.
  • Use Case: Before a client call with Snap, run a briefing to surface hours remaining, upcoming tasks, and key recent communications.

Quick Start

Use the brief skill to generate a briefing for an account, for example: /brief Snap

Frequently Asked Questions about brief

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a pre-meeting briefing from account data and live sources?▼

Pre-meeting briefings combine local account notes with live data to surface deployment status, recent interactions, and open tasks. Use the brief skill with an account name—for example, `/brief Snap`—to assemble a comprehensive briefing in seconds, replacing manual prep work.

What data sources does a pre-meeting briefing pull from?▼

Briefings merge two sources: local entity files stored at `exo/entities/orgs/{account}.md` containing account notes, and live Glean data fetched through the Glean Account Status Agent via API, surfacing current deployment checklists, risks, and to-dos.

Can I use pre-meeting briefings without Glean integration?▼

No. Briefings require Glean API access via the `GLEAN_API_TOKEN` and `GLEAN_INSTANCE` environment variables, plus the Glean Account Status Agent. Local entity files alone are insufficient; live Glean data is mandatory for complete briefings.

How long does it take to generate a briefing?▼

Briefing generation completes within 120 seconds. The Glean Account Status Agent enforces a timeout, ensuring briefings return quickly enough for pre-call preparation without excessive wait time.

What account context does a briefing surface for client calls?▼

Briefings surface hours remaining on accounts, upcoming tasks, key recent communications, deployment status, open to-dos, and identified risks—all combined into a single executive summary tailored to each account.

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