Call prep

When to run

• "Prep me for my 2pm with Acme" / "what's the latest on this account before my call"
• A calendar event with external attendees is coming up and the user asks about it
• Before demos, renewals, escalation calls, or exec syncs

Computer scopes

• CRM: account, contacts, open and historical opportunities
• Email + calendar: threads with attendee domains, the event itself
• Support: tickets for the account (last 12 months)
• Docs and notes: meeting notes, mutual action plans, proposals

Workflow

1. Resolve the meeting: identify the account, attendees, and meeting purpose from the calendar event and any user hints. If the account is ambiguous, ask — never guess between two accounts.
2. Pull the record set from the scopes above. Restrict to this account; respect user permissions.
3. Build the relationship timeline: last five meaningful touches with dates, channel, and outcome.
4. Profile each external attendee: role, prior interactions, stated priorities, open asks.
5. Surface friction: open tickets, unanswered emails, slipped commitments, pricing objections.
6. State the meeting objective and recommend 3 talking points and 2 questions worth asking.
7. Cite every factual claim with a link to its Computer record. No citation, no claim.

Guardrails

• Autonomy: L0. Read-only. This skill never emails anyone, never updates the CRM.
• Never include data from accounts the requesting user cannot access.
• Mark anything older than 6 months as dated so stale context doesn't masquerade as current.

Output

Eval fixtures

• Set: 40 historical meetings with hand-written gold briefs from synced sandbox data.
• Rubric: coverage (attendees, last touches, open friction all present), grounding (every claim cited to a real record), zero hallucinated commitments or invented attendees, 2-minute readability.
• Ship gate: median rubric ≥ 4.5/5; hallucination rate 0 across the set.