call-prep

The call-prep skill acts as an intelligent sales assistant designed to streamline pre-meeting research for customer or prospect calls. By integrating directly with Common Room and optional calendar connectors, it transforms fragmented data into a cohesive, scannable brief. The skill is intended for sales representatives, account executives, and customer success managers who need to maintain a high volume of quality meetings without spending hours manually collating research.

• Automatically identifies account status, recent product usage signals, and risk factors from Common Room.

• Performs contact research on meeting attendees, mapping roles and identifying personal hooks or engagement history.

• Connects to calendar services to automatically surface upcoming meeting agendas, note fields, and attendee lists.

• Executes a recency check using web search to capture breaking news such as funding rounds, executive changes, or recent product launches.

• Generates a structured output including a company snapshot, attendee profiles, prioritized signal highlights, and tailored talking points.

• Provides a proactive "likely objections" section to prepare users for potential friction points during the conversation.

• When data is insufficient, the skill defaults to an honest "sparse data" report rather than hallucinating details.

• Users should ensure their company context is defined in the provided reference files to allow for specific value proposition tailoring.

• The output is optimized for quick readability, typically requiring 5 minutes or less to consume.

• Input requirements include a company name; optional attendee names can be parsed from natural language prompts or calendar events.

• Privacy and accuracy are maintained by grounding every talking point in real signal data and flagging unknowns explicitly.

• The skill is built as part of a modular knowledge work suite, allowing it to interface with other plugins or custom MCP (Model Context Protocol) servers as needed.