Cookbook
Walk into every call already briefed
Build a one-page account brief before every meeting, sourced from the CRM, email history, and the web.
Salesstarter
What this does
- Pulls the account's deal stage, value, and full email history from the CRM
- Researches recent news, funding, and leadership changes from the last 90 days
- Notes each attendee's role and any prior interaction on file
- Delivers a one-page brief with talking points before the meeting starts
Workflow
- Trigger
2 hours before each meeting
Fires off the calendar invite, no manual kickoff.
- Prompt
Pull the account
Deal stage, value, and every past email thread from the CRM.
- Prompt
Research the company
News, funding, and leadership changes from the last 90 days.
- Prompt
Draft the brief
One page - context, stakeholders, three talking points, one risk.
- Result
Deliver before the call
Posted to Slack, plus saved to reports/.
Recommended skills
Reusable skills the recipe pulls in, add them once, every agent can use them.
Account brief formatOne-page structure - context, stakeholders, talking points, risk.
Source verificationEvery factual claim links back to its source before it ships.
Slide builderTurn the brief into a deck for exec-level or large-deal meetings.
How to use this recipe
- 1Connect HubSpot, your calendar, Gmail, and Slack to the agent
- 2Set the trigger to fire 2 hours before each meeting
- 3Paste the prompt and answer its first-run questions once — deal-size threshold, delivery channel — it remembers them
- 4Review the brief before the call; it never goes to the prospect
Recipe files
account-research-brief/
recipe.mdskill.mdjobs-setup/
pre-meeting-account-brief-sweep.mdskills/
account-brief-format.mdsource-verification.mdslide-builder.mdworkflow.jsonCopy the prompt
Install the "Walk into every call already briefed" recipe from the Eluu cookbook. 1. Fetch https://eluu.ai/cookbook/account-research-brief/skill.md and save it into your skills folder as "account-research-brief". 2. Ask me its first-run questions and store my answers in memory. 3. Offer to schedule the recurring jobs listed in the skill; only create the ones I approve. 4. Then run the skill once end to end so we can review the output together.
eluu.ai/cookbook/account-research-brief.md
Paste it into any agent. It fetches the recipe file and pulls in the skills and prompts on its own, the prompt stays short, the detail lives at the URL.
