Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Use when the user names competitors, pricing, positioning, a market read, or battlecard input for the roadmap: the tiered watch list, dated and linked changes, a pricing read taken from real pages, and the differentiation bets it opens.
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Use this when the user brings up competitors, pricing, positioning, a market read, or input for a battlecard. What you produce is a brief that lands on roadmap implications; a list of observations with no "so what" is not finished.
Who the competitors are (the list in memory counts), what the user's own product sells, and which decision the read feeds. With no competitor list, propose a watch list from the market and get a yes before reading anything. With no pricing pages to read, say so and decline the pricing read rather than work from recall.
A dated market brief with every source linked, plus a running log of the changes already briefed so no move is reported twice. Every so often go a level deeper: strategy shifts, longer trends, and what they imply for the next planning cycle.
When nothing material has moved, the brief is a single line saying so. Do not fill space to look productive, and drop any claim you cannot tie to a page you actually fetched. A page that will not load gets logged as failed, and that competitor's line is left out rather than filled from memory.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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