Agent Skills: Account Briefing

Account Briefing

Quick situational awareness before client calls. Combine local checklist with real-time Glean data.

Usage

/brief Snap
/brief northbeam
/brief golden gate bridge

Workflow

When invoked with an account name, execute these steps:

Step 1: Parse Account Name

The account name is provided as the argument. Normalize it for file lookup (lowercase, spaces preserved for file paths).

Step 2: Read Local Entity File

Read the entity file from exo/entities/orgs/{account name}.md:

Read: exo/entities/orgs/{account}.md

Extract:

• Deployment Checklist — count [x] vs [ ] items, identify next incomplete item
• Deal table — TCV, seats, package, region, dates, team members
• Next Steps — local to-do items
• Risks — known blockers
• Context — situational notes

Step 3: Query Glean Account Status Agent

Run the agent query script to call the Account Status Agent directly via the Glean API.

IMPORTANT: The Glean Agent API takes 60-90 seconds to respond (it runs multiple searches + LLM synthesis). You MUST set a 120-second timeout:

python3 ${CLAUDE_PLUGIN_ROOT}/scripts/query_account_status.py "{account name}"
# Use timeout: 120000 (milliseconds) when calling via Bash tool

Required environment variables:

• GLEAN_API_TOKEN — API token for Glean
• GLEAN_INSTANCE — Glean instance (defaults to scio-prod)

The script returns JSON with:

{
  "account": "Snap",
  "status": "...",
  "sources": [{"title": "...", "url": "..."}]
}

The agent returns:

1. Last Meeting — most recent calendar event with this customer + Gong summary
2. Open To-Dos — action items from meetings/emails since last interaction
3. Missed Communications — unanswered Slack/email since last meeting
4. Internal Flags — concerns flagged by AE/DEM/Support in internal channels
5. Hours — hours used vs. remaining from Rocketlane

Agent ID: ccdc8e55722e48f98ef04d548f2b7e58

Step 4: Synthesize Briefing

Combine the data into a structured briefing:

## [[{Account}]] Status Briefing

**Checklist Progress:** X/Y complete
- Last completed: {most recent [x] item}
- Next up: {first [ ] item} {(scheduled/not scheduled)}

**Hours:** {used}/{total} ({remaining} remaining)

**Last Interaction:** {date} {meeting title}
- {key points from Gong summary}

**Needs Attention:**
- {unread messages count and from whom}
- {pending emails}

**Risks/Notes:**
- {items from Risks section}
- {relevant context notes}

**Open To-Dos:**
- [ ] {from agent + local Next Steps}

Checklist Parsing

The deployment checklist in entity files follows this structure:

## Deployment Checklist

### Setup
- [x] Kickoff call completed
- [x] Client has launched Glean

### Enablement
- [ ] Enablement session scheduled
- [ ] Enablement session completed

### Success Planning
- [ ] Success planning workshop scheduled
- [ ] Success planning workshop completed

### Training
- [ ] Platform fundamentals training scheduled
- [ ] Platform fundamentals training completed
- [ ] Agent fundamentals training scheduled
- [ ] Agent fundamentals training completed
- [ ] Advanced Agents training scheduled
- [ ] Advanced Agents training completed

### Governance & Review
- [ ] Agent Governance Workshop completed
- [ ] First Quarterly Business Review completed

Count all items with [x] as completed, [ ] as pending.

Entity File Locations

All account entity files live at:

exo/entities/orgs/{account name}.md

File names use lowercase with spaces (e.g., golden gate bridge.md, snap.md).

Error Handling

• File not found: Report "No entity file found for {account}. Check exo/entities/orgs/"
• No Glean data: Report what's available from local file only
• Partial data: Always output what's available, note missing sections

Part of account-ops plugin for fieldkit