Weekly Prep Brief

1---2name: weekly-prep-brief3description: "Generate a comprehensive weekly briefing for all external calls in the next 7 days. Triggers on 'weekly prep brief', 'prepare my week', 'what calls do I have this week', 'Monday prep', or any weekly planning request."4---5 6# Weekly Prep Brief7 8Generate a single comprehensive weekly briefing that covers every external customer or prospect call in the next 7 days, with per-meeting account and contact research from Common Room.9 10## Briefing Process11 12### Step 1: Get the Week's External Meetings13 14**Option A — Calendar connected:**15Use the `~~calendar` connector to fetch all meetings scheduled in the next 7 days (or a user-specified range). Filter to keep only external meetings — those with attendees from outside your organization. Discard internal-only meetings, one-on-ones with colleagues, and recurring internal syncs.16 17Identify for each external meeting:18- Company name19- Meeting date and time20- External attendee names and email addresses21 22**Option B — No calendar connected:**23Ask the user: "To build your weekly prep brief, I'll need your upcoming external calls. Please list them: company name, date/time, and attendee names."24 25Accept freeform input and parse it into a structured list before proceeding.26 27### Step 2: Confirm the Meeting List28 29Present the identified meetings to the user for confirmation before beginning research:30 31> "Here are the external calls I found for this week. Let me know if anything's missing or should be excluded:32> - [Company] — [Day], [Time] — [Attendees]33> - ..."34 35This prevents wasted research on cancelled or incorrect meetings.36 37### Step 3: Research Each Meeting38 39For each confirmed external meeting, run in parallel where possible:401. **Account research** — full account snapshot using the account-research skill412. **Contact research** — profile for each external attendee using the contact-research skill42 43Common Room data is the primary source. After CR research, run a quick **recency check** for each company — this is supplementary, not primary:44- Search `"[company name]" news` scoped to the last 7 days45- For executive attendees, search their name for recent public posts or interviews46- Only include findings that are genuinely noteworthy (funding, leadership changes, major press). Don't pad the brief with generic news.47 48Depth calibration:49- For high-priority accounts (large accounts, open opportunities, renewal risk), produce full depth research50- For lower-priority or short meetings, produce abbreviated snapshots (3–4 bullets each)51 52### Step 4: Synthesize the Weekly Brief53 54Compile all per-meeting research into a single structured document, sorted by meeting date/time.55 56Open with a brief week-level overview that flags:57- Any accounts with urgent signals (at-risk, trial expiring, expansion opportunity)58- Any meetings that need special preparation or executive involvement59- Total external call count and estimated time commitment60 61## Output Format62 63```64# Weekly Prep Brief — Week of [Date]65 66## Week Overview67[2–4 bullets: key themes, flagged priorities, call count]68 69---70 71## [Monday / Tuesday / etc.]72 73### [Company Name] — [Time]74**Attendees:** [Names and titles]75**Meeting type:** [Discovery / QBR / Renewal / Expansion / etc. — inferred if possible]76 77**Company Snapshot**78[4–5 bullets: account status, top signals, recent activity]79 80**Attendee Profiles**81- **[Name]** ([Title]): [2–3 bullets on their signals, persona, conversation angle]82- [Repeat per attendee]83 84**Top Signals This Week**85[2–3 most relevant signals for this specific call]86 87**This Week's News** [If notable news found]88[Only genuinely noteworthy findings — funding, leadership changes, major press]89 90**Recommended Objectives**91[1–2 sentences: what to accomplish in this meeting]92 93---94 95[Repeat per meeting, sorted by date/time]96```97 98## When a Meeting Has Sparse Data99 100If Common Room returns limited data for a particular meeting's account or attendees, use a compressed format for that meeting instead of the full template:101 102```103### [Company Name] — [Time] ⚠️ Limited Data104**Attendees:** [Names and titles if known]105**Data available:** [What Common Room actually returned]106 107**Web Search Results**108[Findings from web search — company news, attendee LinkedIn profiles]109 110**Note:** Common Room has limited data on this account. The rep may want to check directly in CR or gather context from colleagues before this call.111```112 113Do not generate a full meeting prep section (company snapshot, signal highlights, talking points, recommended objectives) from sparse data. A short honest section is more useful than a fabricated full one.114 115## Quality Standards116 117- Keep each meeting section scannable — reps read these in the morning, often on mobile118- Always sort by date/time ascending119- Flag urgent situations prominently (risk, trial expiration, open opps) — don't bury them120- If a meeting has very thin Common Room data, use the sparse-data format above — never fill the full template with guesses121- Total brief should be readable in 10–15 minutes for a week with 4–6 meetings122- **Every fact must come from a tool call** — no invented deal context, activity, or signals123 124## Reference Files125 126- **`references/briefing-guide.md`** — guidelines for structuring briefings, prioritization logic, and how to handle edge cases (cancelled meetings, new accounts with no data, etc.)