# Walk into every call already briefed

Build a one-page account brief before every meeting, sourced from the CRM, email history, and the web.

**Connects:** hubspot, googlecalendar, gmail, slack

## How to install

1. Fetch https://eluu.ai/cookbook/account-research-brief/skill.md and save it into your skills folder as `account-research-brief`.
2. Ask the user the first-run questions the skill lists, and store the answers in memory.
3. Offer to schedule the recurring jobs below; create only the ones the user approves.
4. Run the skill once end to end and review the output with the user.

## 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

## Recurring jobs

- **Pre-meeting account brief sweep** (Every 30 minutes on weekdays) — https://eluu.ai/cookbook/account-research-brief/jobs-setup/pre-meeting-account-brief-sweep.md

## Skills inside

The full method, including each of these, is in skill.md. Individually fetchable:

- **Account brief format**, One-page structure - context, stakeholders, talking points, risk. — https://eluu.ai/cookbook/account-research-brief/skills/account-brief-format.md
- **Source verification**, Every factual claim links back to its source before it ships. — https://eluu.ai/cookbook/account-research-brief/skills/source-verification.md
- **Slide builder**, Turn the brief into a deck for exec-level or large-deal meetings. — https://eluu.ai/cookbook/account-research-brief/skills/slide-builder.md

## Files

- skill.md — https://eluu.ai/cookbook/account-research-brief/skill.md
- jobs-setup/pre-meeting-account-brief-sweep.md — https://eluu.ai/cookbook/account-research-brief/jobs-setup/pre-meeting-account-brief-sweep.md
- skills/account-brief-format.md — https://eluu.ai/cookbook/account-research-brief/skills/account-brief-format.md
- skills/source-verification.md — https://eluu.ai/cookbook/account-research-brief/skills/source-verification.md
- skills/slide-builder.md — https://eluu.ai/cookbook/account-research-brief/skills/slide-builder.md
- workflow.json — https://eluu.ai/cookbook/account-research-brief/workflow.json