customer-brief

Consolidate 14 days of communications and meetings into an executive customer digest.

Updated Oct 21, 2025
One-click install
npx skills add https://github.com/christopheryeo/claude-skills --skill customer-brief
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: customer-brief
Source: https://github.com/christopheryeo/claude-skills/tree/main/customer-brief
Command: npx skills add https://github.com/christopheryeo/claude-skills --skill customer-brief

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Consolidates internal touchpoints and external intelligence into an executive-ready customer digest, saving time and aligning teams.

Core Features & Use Cases

  • Aggregate the last 14 days of internal communications (emails, messages) and calendar events with channel, participants, brief summary, sentiment, and required action.
  • Normalize upcoming meetings to the account's timezone with prep notes and attendees.
  • Deliver results as a list-files output block and clearly flag overdue items for follow-up.
  • Maintain an auditable trail of sources, keywords, and timestamps to support decision-making.

Quick Start

Provide a digest for a specific account by running the customer-brief skill and supplying the account name. Pull the most recent communications, calendar events, and relevant documents, render the outputs via the list-files block, and attach a sources/keywords audit log.

Frequently Asked Questions about customer-brief

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

FAQPage Schema
How do I build an executive-ready customer digest from recent account communications?

An executive-ready customer digest consolidates internal touchpoints and external intelligence. This skill extracts the last 14 days of communications, calendar events, and market context into a normalized summary with sentiment, required actions, and an auditable log.

Can I normalize upcoming account meetings to a specific timezone for executive briefs?

You can normalize upcoming meetings to the account timezone by extracting calendar events and adjusting timestamps. The brief includes attendee details and preparation notes aligned to the local time of the named account.

Does this customer brief skill track overdue follow-up items from internal communications?

The customer brief skill tracks overdue items by extracting the last 14 days of internal messages and flagging required actions. Overdue follow-ups are clearly marked within the delivered list-files output block for immediate visibility.

How do I maintain an auditable log of sources and keywords for account reviews?

An auditable log of sources and keywords is maintained by recording extracted communication channels, timestamps, and search terms. The skill attaches this trail to the customer digest to support decision-making and post-call reviews.

What is the best way to prepare for post-call reviews across named accounts?

The best way to prepare for post-call reviews is consolidating the last 14 days of internal communications and external market context. This skill aggregates summaries, sentiment, and required actions into a single executive-ready digest.

Do I need any external dependencies to generate a customer digest with this skill?

No external dependencies are required to generate a customer digest. The skill operates independently to extract communications, normalize calendar events to the account timezone, and deliver outputs via a list-files block with an attached audit log.