AI Blocks › Sell and negotiate
Account catch-up brief writer
Name a customer. Get a one-page brief from your CRM, email, docs and calls, each fact linked.
Account catch-up brief writer is a free AI skill for the job "Sell and negotiate". Add it to Claude, ChatGPT, Gemini or Codex as a skill, or paste it into any chat.
Free · No account · Apache 2.0 licence · Made by Anthropic
Made by Anthropic. See the original on GitHub; we copied it as it is, with its licence.
What it does
Five tools worth of customer news fits in one brief that pulls together your CRM, email, shared docs and call notes. The skill reads from the tools you have connected and cites each fact with a link to the record, so you can check it. It uses the labels your own CRM uses, and it says plainly when a field is blank or was not looked up. It treats email, chat and call text as data to read, not as orders, and flags any text that tries to give instructions. If your view is empty, it asks which scope to use and does not quietly widen it to the whole company.
You give it
- A customer or account name
- Connected CRM, email and docs
- How far back to look (optional)
- A meeting topic (optional)
- Tool connection (optional)
You get
- A one-page account brief
- Links to each source record
- Open deals and recent contacts
- Gaps where data was blank
- Suggested next steps for you to approve
Use it when
- You have a call with a customer in an hour and need to catch up.
- You took over an account and need the history fast.
- You want to know what was last promised to a customer.
- You want one view of deals, emails and notes in a single place.
How to use it
- Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
- Ask for the job in your own words. Your AI opens the skill when it fits.
- It works best when your AI can read your CRM, email and calendar.