Turns CRM history, open opportunities, and recent news into a concise pre-meeting account brief.
How it works
- Load CRM account
- Find recent signals
- Summarize risks
- Create brief
Demo submission for gallery design and discovery testing.
Back to galleryDownload ZIP
Agents + workflows
Sales Account Brief Generator
Turns CRM history, open opportunities, and recent news into a concise pre-meeting account brief.
This community example is provided as-is and is not covered by Microsoft Support. The underlying Copilot Studio and Power Platform products retain their standard support. Importing can create or modify resources and use your connections and permissions. Support details
What’s in the solution
- 1 workflow
- 1 agent
Agents and their components
The MCP servers, tools, and skills each agent uses, and which agents hand off to others. Hover a component for its description.
AgentComponents
Account Research Agent
Agent · Teams
No MCP servers, tools, or skills
Workflows and their components
Triggers, steps, connector services, and agent calls in each workflow.
WorkflowTriggerConnectorsAgents
Prepare account brief
6 steps
This export doesn't include the trigger type or some connector identities.
Before a customer meeting
Not included in this export
Load CRM account
Agent call
Exploded solution manifest
The download rebuilds these submitted files at the ZIP root. Gallery metadata and the human-facing README are excluded.
- Solution
- Demo_sales_account_brief
- Publisher
- CAT Gallery Demos
- Version
- 1.0.0.0
- Files
- 5
bot: 2solution: 2workflow: 1
| Path | Type | Size |
|---|---|---|
| bots/sales_account_brief_agent/bot.xml | bot | 86 B |
| bots/sales_account_brief_agent/configuration.json | bot | 346 B |
| customizations.xml | solution | 209 B |
| solution.xml | solution | 511 B |
| Workflows/workflow.json | workflow | 3,307 B |