Weekly Prep Brief

# Weekly Prep Brief — Structure and Edge Cases

## Briefing Depth Guidelines

Calibrate research depth based on account type:

| Account Type | Depth |
|-------------|-------|
| Strategic account (large, high ARR) | Full — account + all attendees |
| Active opportunity (open deal) | Full — with emphasis on deal signals |
| Renewal within 90 days | Full — with emphasis on risk/health signals |
| Mid-market customer, routine call | Standard — abbreviated account + key attendee |
| Small account, quick check-in | Minimal — 3-4 bullets, single attendee |
| Brand new prospect (first meeting) | Full contact + account — first impressions matter |

## Week Overview Priorities

Flag these situations prominently at the top of the brief:

- Trial expiring within 7 days, renewal due within 30 days, or churn risk signals detected
- Open critical support tickets or unresolved escalations
- Expansion signals worth raising in the call
- Executive stakeholder or new champion attending
- Champion recently changed jobs or competitive signals in the account
- Recent company funding, product milestone, or strong community advocacy (use as opener)

## Edge Cases

- **No Common Room data:** Note it explicitly, run external web research, recommend the rep check with their team for offline context.
- **Multiple meetings with the same company:** Research the account once, share across meetings, differentiate by attendees and objectives.
- **7+ meetings in a week:** Ask whether to prioritize full research for specific accounts or run abbreviated prep for all; default to full for strategic.
- **Same-day meeting:** Skip confirmation, produce compressed version (company snapshot + top signals + 1-2 talking points), mark as "[Quick Prep]".
- **Cancelled meetings:** Exclude silently; if status is unclear, include with "[Status unclear — confirm this meeting is still on.]"


---
name: weekly-prep-brief
description: "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."
---

# Weekly Prep Brief

Generate 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.

## Briefing Process

### Step 1: Get the Week's External Meetings

**Option A — Calendar connected:**
Use 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.

Identify for each external meeting:
- Company name
- Meeting date and time
- External attendee names and email addresses

**Option B — No calendar connected:**
Ask 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."

Accept freeform input and parse it into a structured list before proceeding.

### Step 2: Confirm the Meeting List

Present the identified meetings to the user for confirmation before beginning research:

> "Here are the external calls I found for this week. Let me know if anything's missing or should be excluded:
> - [Company] — [Day], [Time] — [Attendees]
> - ..."

This prevents wasted research on cancelled or incorrect meetings.

### Step 3: Research Each Meeting

For each confirmed external meeting, run in parallel where possible:
1. **Account research** — full account snapshot using the account-research skill
2. **Contact research** — profile for each external attendee using the contact-research skill

Common Room data is the primary source. After CR research, run a quick **recency check** for each company — this is supplementary, not primary:
- Search `"[company name]" news` scoped to the last 7 days
- For executive attend