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prepare-customer-interview

Aggregate customer data from Snowflake, Slack, Gong, and websites into an HTML dossier.

Updated Aug 23, 2026
Search Tags:#workflow#research#briefing#data-aggregation#dossier#customer-interview
One-click install
npx skills add https://github.com/giladli-mond/cursor-routines --skill prepare-customer-interview
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: prepare-customer-interview
Source: https://github.com/giladli-mond/cursor-routines/tree/main/skills/prepare-customer-interview
Command: npx skills add https://github.com/giladli-mond/cursor-routines --skill prepare-customer-interview

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Preparing for customer interviews often requires pulling data from multiple tools, aligning context, and summarizing findings. This skill automates that process by aggregating usage data, financial signals, feedback, and company context into a concise dossier.

Core Features & Use Cases

  • Aggregates data from Snowflake, Slack, Gong, and the company website to build a holistic customer profile.
  • Produces a short executive summary and a richly formatted HTML dossier for quick briefing.
  • Ideal for pre-interview research, account profiling, and targeted interview questions.

Quick Start

Provide the customer identifier and optional website URL, then run this skill to generate a concise interview dossier and summary HTML.

Frequently Asked Questions about prepare-customer-interview

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

FAQPage Schema
How do I prepare for a customer interview using data from Snowflake, Slack, and Gong?▼

Customer interview preparation involves aggregating usage data, financial information, and feedback from Snowflake, Slack, and Gong. This consolidates multiple data sources into a structured HTML dossier and executive summary for quick briefing.

What is a customer interview dossier and what data does it include?▼

A customer interview dossier is a structured profile aggregating usage data, financial signals, and company context. It includes an executive summary and formatted HTML briefing generated from integrated data sources like Snowflake, Slack, and Monday APIs.

Can I generate targeted interview questions from aggregated account research data?▼

Yes, you can generate targeted interview questions from aggregated account research data. By profiling a customer through their usage data and company context, the system outputs structured interview questions alongside the summary HTML dossier.

Does this customer briefing workflow require a specific website URL to run?▼

No, providing a website URL is optional for this customer briefing workflow. You primarily need to provide a customer identifier to aggregate data from Snowflake, Slack, and Gong to generate the interview dossier.

What is the best way to consolidate company context and financial information for account profiling?▼

The best way to consolidate company context and financial information for account profiling is to automate data aggregation across multiple platforms. This produces a holistic customer profile and richly formatted HTML dossier for quick briefing.

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