Call Prep

What it does

Call Prep produces a scannable briefing for customer or prospect meetings by synthesizing account signals, attendee profiles, and activity history from Common Room. It prioritizes product and usage signals, recent events, and recorded conversations to build tailored talking points, likely objections, and recommended meeting outcomes. The skill enforces strict grounding — nothing is invented; every talking point must map back to real signals.

When to use it

Trigger this skill when a user asks to prepare for an upcoming call (e.g., "prep me for my call with [company]"), when attendee names are provided or can be discovered via calendar connectors, or when you need a focused 5‑minute briefing before a sales, renewal, or discovery conversation.

What's included

• Scripts: none detected
• References: includes guidance files (e.g., call-types-guide.md) and expects Common Room connectors for account/contact data
• Instructions: stepwise process — identify account and attendees, run account research, run contact research, synthesize talking points, perform a short recency web check

Compatible agents

Best for agents integrated with CR or calendar connectors and that can run quick web searches (Claude Cowork-style agents, enterprise knowledge-worker assistants).