create-account-brief

Community

Generate concise account briefs from notes

Authorncy08
Version1.0.0
Installs0

System Documentation

## What problem does it solve? Create a new Account Context Brief from scratch when there is no existing brief, or when transcripts, emails, or notes are provided and the user asks to compile what we know about a prospect. Trigger phrases include "account brief", "context doc", "brief for [account]", "/brief", or when Salesforce data is shared to summarize a prospect.

## Core Features & Use Cases

  • Output location & structure: writes to Regal/Accounts/<account-name>/Context.md in Obsidian.
  • Gap handling: checks for existing briefs and only creates new when none exists; can update using update-account-brief.
  • Authority & provenance: uses user content first, then optional agent-sourced data for gaps.

### Quick Start Create a new account brief from raw transcripts or notes and save to the Obsidian vault.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: create-account-brief
Download link: https://github.com/ncy08/clear-claude-code/archive/main.zip#create-account-brief

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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