skills.rest
jamesgiroux
jamesgirouxCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

entity-intelligence

Load entity intelligence from JSON and Markdown files into context.

3|2|Updated Jan 30, 2026
Search Tags:#context#CRM#entity#project#intelligence#account
One-click install
npx skills add https://github.com/jamesgiroux/daily-operating-system --skill entity-intelligence
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: entity-intelligence
Source: https://github.com/jamesgiroux/daily-operating-system/tree/main/plugins/dailyos/skills/entity-intelligence
Command: npx skills add https://github.com/jamesgiroux/daily-operating-system --skill entity-intelligence

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This skill ensures that all relevant information about a mentioned entity is automatically loaded into context, preventing the need to ask the user for information that already exists in the workspace.

Core Features & Use Cases

  • Automatic Context Loading: Silently loads dashboard.json, intelligence.json, stakeholders.md, filtered actions, and recent archive entries when an entity is mentioned.
  • Entity Resolution: Matches mentions against Accounts/ and Projects/ directories, handling partial matches and clarifying with the user if necessary.
  • Use Case: When discussing "Nielsen" in a meeting, the skill automatically provides its financial metrics, risks, key stakeholders, and recent actions without the user needing to explicitly request them.

Quick Start

When you mention an account name, I will automatically load all its intelligence.

Frequently Asked Questions about entity-intelligence

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

FAQPage Schema
How do I automatically load account context when an entity is mentioned in a conversation?▼

To automatically load account context, the skill resolves mentioned entity names against your Accounts and Projects directories. It silently loads dashboard data, intelligence metrics, stakeholder mappings, and filtered action logs into the active workspace context.

What is the best way to pull CRM intelligence and stakeholder mappings without manual prompts?▼

Pulling CRM intelligence happens automatically when an entity is mentioned; the skill reads specific JSON and Markdown files within the workspace. It matches mentions against account directories to instantly provide financial metrics, risks, and recent actions.

How does entity resolution work when dealing with partial project name matches?▼

Entity resolution handles partial project name matches by checking the Accounts and Projects directories. If a mentioned entity is ambiguous, the skill clarifies with the user to ensure the correct intelligence data is loaded.

Do I need to pre-configure my workspace files to use automatic entity context loading?▼

You need specific workspace files pre-configured, including dashboard.json, intelligence.json, and stakeholders.md. The context loading operates by reading these specific JSON and Markdown files, alongside filtering action logs and archive entries.

Can I load historical actions and quantitative vitals for an account mid-conversation?▼

Yes, loading historical actions and quantitative vitals happens mid-conversation when an account is mentioned. The skill reads workspace files and filters action logs to provide comprehensive intelligence without requiring explicit user requests.

Related Skills

Explore More Product & Management Skills→
jamesgirouxjamesgiroux
3

workspace-fluency

Explain DailyOS workspace directory layouts and file schemas for AI agents.

Community
Basic
jamesgirouxjamesgiroux
3

relationship-context

Load and synthesize relationship context for individuals in conversations or documents.

Community
Advanced
tallclubtallclub
11

hubspot

Automate HubSpot CRM CRUD operations across contacts, companies, deals, and tickets.

Community
Intermediate
LoxtepIncLoxtepInc
1

loxtep-process-intel

Manages entity contexts and decision traces for organizational process intelligence via authenticated MCP.

Official
Intermediate