Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
- Preparing for a meeting with an existing customer
- Catching up on an account during a handover
- Reviewing recent discussions and stalled opportunities
anthropics/knowledge-work-plugins☆ 30.4KUpdated Oct 19, 2026
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
- Creating a quarterly plan for a key customer
- Refreshing an existing account plan
- Reviewing stakeholder coverage and growth opportunities
anthropics/knowledge-work-plugins☆ 30.4KUpdated Oct 19, 2026
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
- Researching a company before a sales approach
- Checking existing account records and ownership
- Assessing fit against your ideal customer profile
anthropics/knowledge-work-plugins☆ 30.4KUpdated Oct 19, 2026
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
- Prepare a company briefing before a sales conversation
- Check buying signals and recent account activity
- Find account owners and key contacts
anthropics/knowledge-work-plugins☆ 30.4KUpdated Oct 19, 2026
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.
- Prioritize a portfolio of assigned accounts
- Find strong-fit accounts that need outreach
- Identify promising accounts with no recent activity
anthropics/knowledge-work-plugins☆ 30.4KUpdated Oct 19, 2026
Analyze paid advertising reports from CSV files or connected accounts, explain performance, and recommend changes with monthly dollar amounts. Draft ad copy and visual briefs, then execute connected-account changes only after explicit approval for each one.
- Review advertising performance from exported CSV reports
- Decide which campaigns to pause or adjust
- Compare platform conversions with CRM results
anthropics/knowledge-work-plugins☆ 30.4KUpdated Oct 19, 2026