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.
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Agents + workflows
Sales Account Brief Generator
Turns CRM history, open opportunities, and recent news into a concise pre-meeting account brief.
1Workflows
1Agents
Tools
MCP
Skills
Agents
1
Workflows
1
Components
2
Solution
Demo_sales_account_brief
Agent architecture
Select an agent, tool, or skill to inspect the published configuration.
sales_account_brief_agent
Account Research Agent
Model: Sonnet 4.60 tools0 skills0 connected
Workflow canvases
These positions and connections come from the saved designer graph in the exported solution.
sales-account-brief-workflow
Prepare account brief
Trigger: Before a customer meeting6 steps5 connections
Trigger: Before a customer meeting6 nodes5 connections
Exploded solution manifest
The download rebuilds these submitted files at the ZIP root. Gallery metadata and the human-facing README are excluded.
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 |