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exec-brief

Skill

Produce a succinct one-pager for an executive dropping into a call with zero context. Blends account_research (who they are, deal state), conversation_intelligence (what has been discussed and what is open), and contact_research (who is in the room). Identify the account by ZoomInfo company ID (pref

0Automation

Install

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin.git ~/.claude/skills/exec-brief

What is exec-brief?

Produce a succinct one-pager for an executive dropping into a call with zero context. Blends account_research (who they are, deal state), conversation_intelligence (what has been discussed and what is open), and contact_research (who is in the room). Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup); name the key attendees if known. Use when someone says "brief the VP for the Acme call", "exec one-pager for tomorrow", "my SVP is joining cold", or needs a tight pre-call brief for a senior stakeholder. Built to be read in two minutes.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~145 tokens of context used while enabled, before you invoke anything

Documentation

README · ~2 min read

Exec Brief

One page an executive can absorb in the elevator: who, why now, where we stand, and the one thing to do in the room.

Prerequisites

conversation_intelligence requires at least one connected meeting or email source; account_research, contact_research, and conversation_intelligence consume AI credits. If no conversation data exists, build from research and note that the "where we stand" view is research-based only, pointing the user to their ZoomInfo admin.

Input

Provided via $ARGUMENTS:

  • Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via search_companies.
  • The exec and the meeting (recommended) — who is being briefed, the meeting's purpose, and the attendees, so the one-pager is framed for their role.

Workflow

  1. Resolve the account (and key attendees, if named). Use ZoomInfo IDs directly, or resolve via search_companies / search_contacts.

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