What happens if no local file exists for an account?

The skill will report that the entity file was not found but will still attempt to retrieve any available real-time data from the Glean API.

Can I customize the checklist items tracked?

Yes, the skill parses any standard Markdown checklist ([x] or [ ]) found under the 'Deployment Checklist' header in your local entity files.

Why does the briefing take over a minute to generate?

The Glean Agent API performs complex synthesis across multiple search results and LLM processing steps, typically requiring 60-90 seconds for a complete response.

How does the /brief skill access account information?

The skill reads local Markdown entity files stored in the exo/entities/orgs/ directory and combines that data with real-time results from the Glean Account Status Agent.

What credentials are required for this skill?

You must provide a GLEAN_API_TOKEN and specify your GLEAN_INSTANCE in your environment variables to enable the real-time data fetch.

Account Briefing

Name: Account Briefing
Author: ken-cavanagh-glean

byken-cavanagh-glean

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Productivity & Workflow

Generates comprehensive pre-meeting account briefings by synthesizing local project files with real-time Glean activity data.

About

The Account Briefing skill for Claude Code provides instant situational awareness before client calls by merging internal project documentation with real-time intelligence. It automatically parses local deployment checklists, risk logs, and deal data from your repository while simultaneously querying the Glean API for recent meeting summaries, missed Slack/email communications, and project hours. This creates a unified 'single pane of glass' view, ensuring account managers and engineers are fully prepared with the latest context, next steps, and potential blockers without manual data gathering.

Key Features

Automated deployment checklist parsing and progress tracking from local Markdown files.
Comprehensive project health monitoring including hours used versus remaining.
Consolidated view of missed communications across Slack, email, and internal channels.
2 GitHub stars
Unified risk and context reporting to identify blockers before customer interactions.
Real-time integration with Glean Agent API for meeting summaries and interaction history.

Use Cases

Preparing for a high-stakes client call with a consolidated summary of all recent touchpoints.
Tracking technical deployment milestones and identifying the next immediate action items.
Auditing account health by reviewing project hours and internal flags shared by cross-functional teams.

About

Key Features

Automated deployment checklist parsing and progress tracking from local Markdown files.
Comprehensive project health monitoring including hours used versus remaining.
Consolidated view of missed communications across Slack, email, and internal channels.
2 GitHub stars
Unified risk and context reporting to identify blockers before customer interactions.
Real-time integration with Glean Agent API for meeting summaries and interaction history.

Use Cases

Preparing for a high-stakes client call with a consolidated summary of all recent touchpoints.
Tracking technical deployment milestones and identifying the next immediate action items.
Auditing account health by reviewing project hours and internal flags shared by cross-functional teams.