account-briefing-generator Skill
Generates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user says "prep me for my call", "brief me on this account", "meeting prep", "I have a meeting with [company]", "account brie Published by microsoft in dataverse-business-skills.
What is account-briefing-generator Skill?
Generates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user says "prep me for my call", "brief me on this account", "meeting prep", "I have a meeting with [company]", "account brie Published by microsoft in dataverse-business-skills. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Developers using dataverse-business-skills
Technical details
- Install or run with Copy skill directory
When to use account-briefing-generator Skill
- Use it for developers using dataverse-business-skills.
Built with
Editorial notes
Source
- Creator: microsoft
- Repository: microsoft/dataverse-business-skills
- Skill file: skills/account-briefing-generator/SKILL.md
What it does
Generates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user says "prep me for my call", "brief me on this account", "meeting prep", "I have a meeting with [company]", "account brie
Skill instructions
Account Briefing Generator Sales reps often have meetings scheduled with little prep time. This skill rapidly synthesizes all available Dataverse information about an account into a concise, actionable meeting brief. In Quick Prep mode, it identifies the specific meeting and attendees and generates a targeted agenda with BANT-gap discovery questions. In Full Briefing mode, it delivers a comprehensive account view with relationship health scoring, stakeholder mapping, and deal history. Instructions Mode Detection | Trigger | Mode | Focus | |---------|------|-------| | "Prep me for my call with Fabrikam at 2pm" | Quick Prep | Specific meeting — attendees, agenda, BANT gaps, discovery questions | | "I have a meeting with Contoso in 30 minutes" | Quick Prep | Specific meeting — fast, scannable, action-oriented | | "Brief me on Contoso" | Full Briefing | Full account — health score, stakeholder map, LTV, strategic context | | "Give me a full briefing on Fabrikam" | Full Briefing | Full acco
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Frequently asked questions
What is account-briefing-generator?
account-briefing-generator is a open-source AI agent skill with Copy skill directory. Generates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions.
Who is account-briefing-generator best for?
account-briefing-generator is best for reusing agent instructions, scripts, and references.
How do I install account-briefing-generator?
Install or run account-briefing-generator using Copy skill directory. Check account-briefing-generator for the latest setup command.
Is account-briefing-generator actively maintained?
account-briefing-generator may need a closer maintenance check before production use.
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