deal-brief

Briefly and accurately describe your project.

Updated Apr 16, 2026
One-click install
npx skills add https://github.com/sih3rron/skills --skill deal-brief
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: deal-brief
Source: https://github.com/sih3rron/skills/tree/main/deal-brief
Command: npx skills add https://github.com/sih3rron/skills --skill deal-brief

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Produces a concise, dated, and cited deal review brief for a named customer account by aggregating the latest Gong transcripts, Salesforce opportunity data, and Slack dealroom context so sellers can prepare for calls and reviews without manual research.

Core Features & Use Cases

  • Confirm the exact account name and any known aliases with the user to ensure correct Salesforce records are targeted.
  • Run parallel searches across Gong, Salescloud, and Slack via the user-Glean endpoint, vet results for relevance and recency, and deduplicate by opportunity ID and call URL.
  • Deepen sources by reading full Gong transcripts for requirements and objections, parsing Salesforce opportunity JSON for stage/value/contacts, and extracting substantive Slack dealroom threads; always include source links and dates and flag freshness.
  • Use Case: Ask for a "deal review for [AccountName]" to receive an Account Snapshot, Open Opportunities, Key Contacts, Confirmed Demo Requirements, Supporting Context, Strategic Context from dealroom, and Key Watch-outs with cited sources.

Quick Start

Ask: "Please brief me on [AccountName] and confirm any known aliases before you search."

Frequently Asked Questions about deal-brief

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

FAQPage Schema
How do I generate a deal brief from Gong, Salesforce, and Slack data?

To generate a deal brief, request a brief on a specific account name. The system runs parallel searches across Gong, Salesforce, and Slack, vets results for recency, and aggregates opportunity data, call transcripts, and dealroom threads into a cited summary.

Does preparing for a sales call require manual research across Slack and Gong?

Preparing for a sales call does not require manual research across Slack and Gong. You can request a structured account brief to automatically extract Gong transcript highlights, Salesforce opportunity fields, and substantive Slack dealroom context with source links.

Can I aggregate Salesforce opportunity data and Gong transcripts for account reviews?

You can aggregate Salesforce opportunity data and Gong transcripts for account reviews. The system parses Salesforce opportunity JSON for stage and contacts, reads full Gong transcripts for requirements, and deduplicates records by opportunity ID before generating the brief.

What is the best way to compile account context from multiple sales tools before a meeting?

The best way to compile account context from multiple sales tools is to use an automated brief generator that queries your connected data sources. It extracts key contacts, demo requirements, and strategic context, flagging data freshness and providing source links.

How do deal briefs handle duplicate opportunities and outdated call transcripts?

Deal briefs handle duplicate opportunities and outdated call transcripts by deduplicating records using opportunity ID and call URL. The system vets all search results for relevance and recency, flagging freshness indicators and dates on all cited sources.

Do I need to confirm account aliases before searching for Salesforce opportunity records?

You need to confirm account aliases before searching for Salesforce opportunity records. Confirming the exact account name ensures the parallel searches across Gong, Salescloud, and Slack target the correct customer records and return relevant context.