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Use when user says \"I'm going on vacation\", \"create handoff brief\", \"coverage brief for my deals\", \"vacation handoff\", \"out of office brief\", \"transition my deals\", or \"backup documentation\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},"microsoft","Microsoft","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fmicrosoft.png",[12,16,17,20,23],{"name":13,"slug":14,"type":15},"Documentation","documentation","tag",{"name":9,"slug":8,"type":15},{"name":18,"slug":19,"type":15},"CRM","crm",{"name":21,"slug":22,"type":15},"Sales","sales",{"name":24,"slug":25,"type":15},"Dataverse","dataverse",41,"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Fdataverse-business-skills","2026-04-06T18:36:21.980999",null,9,[],{"repoUrl":27,"stars":26,"forks":30,"topics":33,"description":29},[],"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Fdataverse-business-skills\u002Ftree\u002FHEAD\u002Fskills\u002Fhandoff-brief-generator","---\nname: handoff-brief-generator\ndescription: Creates comprehensive handoff documentation for sales reps going on vacation or transitioning deals. Generates structured briefs with deal status, activities, next steps, contacts, and risks. Use when user says \"I'm going on vacation\", \"create handoff brief\", \"coverage brief for my deals\", \"vacation handoff\", \"out of office brief\", \"transition my deals\", or \"backup documentation\".\nmetadata:\n  author: Dataverse\n  version: 1.0.0\n  category: sales-productivity\n---\n\n# Handoff Brief Generator\n\nWhen a sales rep goes on vacation or needs to hand off deals temporarily, the backup needs to quickly understand the status of each deal. This skill automatically generates comprehensive handoff briefs from Dataverse data, ensuring smooth coverage and no deals fall through the cracks.\n\n## Instructions\n\n### Step 1: Identify Handoff Scope\nWhen user says \"I'm going on vacation - create a handoff brief for my backup on active deals\":\n\n**1.1 Get User Context:**\n- Identify the sales rep going on vacation (current user or specified)\n- Determine vacation dates (if provided)\n- Identify backup person (if specified)\n\n**1.2 Query Active Opportunities:**\n```\nSELECT opportunityid, name, customerid, accountid, estimatedvalue,\n       estimatedclosedate, salesstage, stepname, closeprobability,\n       budgetstatus, need, purchasetimeframe, decisionmaker,\n       description, currentsituation, customerneed,\n       msdyn_forecastcategory, msdyn_opportunityscore,\n       createdon, modifiedon, statecode\nFROM opportunity\nWHERE ownerid = '[user_id]'\nAND statecode = 0\nORDER BY estimatedclosedate ASC\n```\n\n#### Step 2: For Each Opportunity, Gather Context\n\n**2.1 Get Account Information:**\n```\nSELECT accountid, name, telephone1, emailaddress1, \n       address1_city, address1_stateorprovince,\n       industrycode, numberofemployees, primarycontactid\nFROM account\nWHERE accountid = '[opportunity.accountid]'\n```\n\n**2.2 Get Key Contacts:**\n```\nSELECT contactid, fullname, jobtitle, emailaddress1, telephone1,\n       mobilephone, accountrolecode, msdyn_decisioninfluencetag\nFROM contact\nWHERE accountid = '[accountid]'\nAND statecode = 0\nORDER BY accountrolecode\n```\n\n**2.3 Get Recent Activities (Last 30 Days):**\n```\nSELECT activityid, activitytypecode, subject, description,\n       createdon, actualend, statecode, statuscode\nFROM activitypointer\nWHERE regardingobjectid = '[opportunityid]'\nAND createdon >= '[30_days_ago]'\nORDER BY createdon DESC\n```\n\n**2.4 Get Open Tasks:**\n```\nSELECT activityid, subject, description, scheduledend, \n       prioritycode, statecode, statuscode\nFROM task\nWHERE regardingobjectid = '[opportunityid]'\nAND statecode = 0\nORDER BY scheduledend ASC\n```\n\n**2.5 Get Scheduled Appointments:**\n```\nSELECT activityid, subject, description, scheduledstart, scheduledend,\n       location, ownerid\nFROM appointment\nWHERE regardingobjectid = '[opportunityid]'\nAND scheduledstart >= '[today]'\nAND statecode IN (0, 3)\nORDER BY scheduledstart ASC\n```\n\nFor each appointment, fetch attendees via activityparty:\n```\nSELECT partyid, participationtypemask\nFROM activityparty\nWHERE activityid = '[activityid]'\n```\nNote: `requiredattendees` and `optionalattendees` are not selectable columns; attendee lookups are stored in the `activityparty` table.\n\n**2.6 Get Recent Notes:**\n```\nSELECT annotationid, subject, notetext, createdon\nFROM annotation\nWHERE objectid = '[opportunityid]'\nAND createdon >= '[30_days_ago]'\nORDER BY createdon DESC\n```\n\n#### Step 3: Identify Urgency and Risks\n\n**3.1 Calculate Urgency Level:**\n\n| Factor | Urgent | Moderate | Low |\n|--------|--------|----------|-----|\n| Close Date | Within coverage period | Within 30 days | 30+ days out |\n| Stage | Close | Propose | Qualify\u002FDevelop |\n| Scheduled Activities | Meetings during vacation | Tasks due | Nothing scheduled |\n| Deal Size | Top 20% of pipeline | Average | Below average |\n| Forecast Category | Committed | Best Case | Pipeline |\n\n**3.2 Identify Potential Risks:**\n- No scheduled next steps\n- Proposal sent but no response\n- Competitor mentioned in notes\n- Key contact hasn't engaged recently\n- Approaching close date with no commitment\n- Budget not confirmed for late-stage deal\n\n**3.3 Flag Urgent Items:**\n```\nURGENT flag if:\n- Close date during vacation period\n- Meeting scheduled during vacation\n- Pending action that can't wait\n- Critical response expected from customer\n- Proposal review scheduled\n```\n\n#### Step 4: Generate Handoff Brief\n\n**Output Format:**\n\n```\n════════════════════════════════════════════════════════════════\n             SALES HANDOFF BRIEF\n════════════════════════════════════════════════════════════════\n\nPrepared for: [Backup Name]\nPrepared by: [Sales Rep Name]\nCoverage Period: [Start Date] - [End Date]\nGenerated: [Current Date\u002FTime]\n\n════════════════════════════════════════════════════════════════\nEXECUTIVE SUMMARY\n════════════════════════════════════════════════════════════════\n\nTotal Active Opportunities: [N]\nTotal Pipeline Value: $[X]\nUrgent Items: [N] (require action during coverage)\nScheduled Meetings: [N] (need attendance\u002Frescheduling)\n\nCOVERAGE PRIORITIES:\n🔴 Urgent (Action Required): [N] deals\n🟡 Important (Monitor Closely): [N] deals\n🟢 Standard (Check if contacted): [N] deals\n\n════════════════════════════════════════════════════════════════\n🔴 URGENT - ACTION REQUIRED\n════════════════════════════════════════════════════════════════\n\n────────────────────────────────────────────────────────────────\nDEAL #1: Contoso Enterprise Platform\n────────────────────────────────────────────────────────────────\n\nSNAPSHOT:\n• Account: Contoso Corporation\n• Value: $150,000\n• Stage: Close\n• Close Date: [Date - during vacation]\n• Probability: 75%\n• Forecast: Committed\n\nWHY IT'S URGENT:\n⚠️ Contract signature expected [Date]\n⚠️ Final negotiation call scheduled [Date]\n⚠️ Legal review completing this week\n\nCURRENT STATUS:\nWe've completed the proposal review with the evaluation team. They've \nselected us over [Competitor]. Sarah Chen (VP Operations) gave verbal \ncommitment. Waiting on legal review of contract and final signature \nfrom CFO.\n\nWHAT'S HAPPENED RECENTLY:\n[Date] - Contract sent to legal for review\n[Date] - Proposal accepted, moving to contract\n[Date] - Final presentation to executive team\n[Date] - Technical validation completed\n\nWHAT'S NEXT:\n1. [Date] - Legal review call (YOU NEED TO JOIN)\n   • Attendees: Sarah Chen, Legal team\n   • Prep: Review redlines from their legal (attached)\n   • Key issue: Indemnification clause - we can go to $500K cap\n   \n2. [Date] - Expected signature\n   • Contact CFO's office if not received by EOD\n   \n3. [By EOD Friday] - If signed, initiate onboarding handoff\n\nKEY CONTACTS:\n📞 Sarah Chen (VP Operations) - CHAMPION\n   Email: sarah.chen@contoso.com\n   Mobile: (555) 123-4567\n   Notes: Prefers text for urgent matters\n\n📞 Michael Ross (CFO) - ECONOMIC BUYER\n   Email: m.ross@contoso.com\n   Phone: (555) 123-4568\n   Notes: His EA is Jennifer - reach out to her first\n\n📞 Tom Bradley (Legal) - BLOCKER POTENTIAL\n   Email: t.bradley@contoso.com\n   Notes: Very detail-oriented, wants everything in writing\n\nRISKS\u002FCONCERNS:\n• Legal may push back on liability clause\n• CFO traveling next week - signature could slip\n• Competitor (Acme) made last-minute counter-offer\n\nIF THINGS GO WRONG:\n• If legal pushback: Loop in our legal (Bob Smith) immediately\n• If CFO delays: Ask Sarah to escalate internally\n• If competitor resurfaces: Offer [approved discount] as last resort\n\nRELATED DOCUMENTS:\n• Final proposal: [Link\u002FLocation]\n• Contract redlines: [Link\u002FLocation]\n• Presentation deck: [Link\u002FLocation]\n\n────────────────────────────────────────────────────────────────\nDEAL #2: Fabrikam Cloud Migration\n────────────────────────────────────────────────────────────────\n\nSNAPSHOT:\n• Account: Fabrikam Industries\n• Value: $85,000\n• Stage: Propose\n• Close Date: [Date - 2 weeks out]\n• Probability: 50%\n• Forecast: Best Case\n\nWHY IT'S URGENT:\n⚠️ Proposal expires [Date]\n⚠️ Customer evaluating 2 other vendors\n⚠️ Demo scheduled during vacation - needs coverage\n\nCURRENT STATUS:\nProposal submitted 10 days ago. Customer is comparing us against \n[Competitor A] and [Competitor B]. We differentiate on integration \ncapabilities and support model. Demo of integration features \nscheduled for [Date].\n\nWHAT'S HAPPENED RECENTLY:\n[Date] - Sent proposal follow-up email (no response yet)\n[Date] - Technical Q&A call with their IT team\n[Date] - Proposal presentation meeting\n\nWHAT'S NEXT:\n1. [Date] - Integration Demo (YOU NEED TO ATTEND OR RESCHEDULE)\n   • Attendees: IT Team (5 people)\n   • Location: Virtual - [Link]\n   • Prep: Demo environment in sandbox-fabrikam\n   • Focus: API integration with their existing ERP\n   \n2. [Date +3] - Follow up on demo\n   • Get feedback, identify remaining concerns\n   \n3. [Date +7] - Decision expected\n\nKEY CONTACTS:\n📞 Jennifer Walsh (IT Director) - TECHNICAL BUYER\n   Email: j.walsh@fabrikam.com\n   Phone: (555) 234-5678\n   Notes: Engineer mindset, wants to see it work\n\n📞 David Kim (COO) - ECONOMIC BUYER\n   Email: d.kim@fabrikam.com\n   Notes: Haven't met yet - Jennifer supposed to intro\n\nCOMPETITIVE INTELLIGENCE:\n• Competitor A: Lower price, less functionality\n• Competitor B: Similar features, weaker support\n• Our edge: Integration capabilities and SLA terms\n\nRISKS\u002FCONCERNS:\n• Haven't engaged economic buyer directly\n• Price may be concern - authorized to offer 10% if needed\n• Technical team loves us but may not have budget authority\n\nIF DEMO NEEDS RESCHEDULING:\n• Contact Jennifer directly, explain coverage\n• Offer earliest date after [return date]\n• Keep IT team engaged via email\n\n[Continue for additional deals...]\n\n════════════════════════════════════════════════════════════════\n🟡 IMPORTANT - MONITOR CLOSELY\n════════════════════════════════════════════════════════════════\n\n────────────────────────────────────────────────────────────────\nDEAL #3: Acme Corp Expansion\n────────────────────────────────────────────────────────────────\n\nSNAPSHOT:\n• Value: $65,000 | Stage: Develop | Close: 45 days\n• Status: Discovery complete, building proposal\n\nQUICK CONTEXT:\nExisting customer looking to expand. Good relationship with main \ncontact (Bob Jones). Need to finalize technical requirements before \nproposal.\n\nDURING COVERAGE:\n• No action needed unless they reach out\n• If contacted: Schedule requirements call for after [return date]\n• If urgent: Can answer basic questions, defer technical to SE team\n\nKEY CONTACT:\n📞 Bob Jones: bob.jones@acme.com | (555) 345-6789\n\n────────────────────────────────────────────────────────────────\nDEAL #4: Global Industries New Logo\n────────────────────────────────────────────────────────────────\n\n[Similar format - condensed for Important tier...]\n\n════════════════════════════════════════════════════════════════\n🟢 STANDARD - CHECK IF CONTACTED\n════════════════════════════════════════════════════════════════\n\nDEAL #5: Tech Startup Initial Deal\n• Value: $15,000 | Stage: Qualify | Close: 90 days\n• Status: Early stage, initial discovery scheduled after vacation\n• Action: Only respond if they reach out\n• Contact: Amy Lee | amy@techstartup.io\n\nDEAL #6: Manufacturing Co Renewal\n• Value: $45,000 | Stage: Develop | Close: 60 days\n• Status: Renewal discussion started, no urgency\n• Action: Standard check-in if they email\n• Contact: Jim Peters | j.peters@mfgco.com\n\n[List remaining deals...]\n\n════════════════════════════════════════════════════════════════\nSCHEDULED ACTIVITIES DURING COVERAGE\n════════════════════════════════════════════════════════════════\n\n[Date] 10:00 AM - Legal Review Call (Contoso)\n       ⚠️ MUST ATTEND - See Deal #1 for details\n\n[Date] 2:00 PM - Integration Demo (Fabrikam)\n       ⚠️ ATTEND OR RESCHEDULE - See Deal #2 for details\n\n[Date] 11:00 AM - Check-in Call (Acme)\n       Can reschedule - not urgent\n\n════════════════════════════════════════════════════════════════\nTASKS DUE DURING COVERAGE\n════════════════════════════════════════════════════════════════\n\n[Date] - Send Contoso contract to legal (DONE - can delete)\n[Date] - Follow up on Fabrikam demo (See Deal #2)\n[Date] - Prepare Acme proposal (Can wait until return)\n\n════════════════════════════════════════════════════════════════\nEMERGENCY CONTACTS\n════════════════════════════════════════════════════════════════\n\nSales Manager: [Name] | [Phone] | [Email]\nSE Support: [Name] | [Phone] | [Email]\nLegal (urgent contracts): [Name] | [Phone] | [Email]\n\nFor ANYTHING truly urgent: Text me at [Mobile]\nI'll be checking email [frequency] and can jump on critical calls.\n\n════════════════════════════════════════════════════════════════\n```\n\n#### Step 5: Create Supporting Records\n\n**5.1 Save Brief as Note:**\n```\nUse create_record with tablename: annotation\n{\n  \"subject\": \"Handoff Brief - [Rep Name] Vacation [Dates]\",\n  \"notetext\": \"[Full brief content]\",\n  \"objectid\": \"[First\u002Fprimary opportunity or user account]\",\n  \"objecttypecode\": \"opportunity\"\n}\n```\n\n**5.2 Reassign Ownership (if requested):**\n```\nFor temporary coverage, update each opportunity:\nUse update_record with tablename: opportunity\n{\n  \"ownerid\": \"[backup_user_id]\"\n}\n```\n\n**5.3 Create Reminder Task:**\n```\nUse create_record with tablename: task\n{\n  \"subject\": \"Review deals after vacation - reassign ownership\",\n  \"description\": \"Deals were handed off to [Backup Name] during vacation.\\nReview status and reassign to yourself.\",\n  \"scheduledend\": \"[return_date]\",\n  \"prioritycode\": 1\n}\n```\n\n### Dataverse Tables Used\n| Table | Purpose |\n|-------|---------|\n| `opportunity` | Active deals to hand off |\n| `account` | Account context |\n| `contact` | Key stakeholder information |\n| `activitypointer` | Recent activity history |\n| `task` | Open tasks to transfer |\n| `appointment` | Scheduled meetings to cover |\n| `annotation` | Notes and brief storage |\n| `phonecall` | Recent call history |\n| `email` | Recent email history |\n\n### Key Fields Reference\n**opportunity:**\n- `ownerid` (OWNER) - Current owner\u002Frep on vacation\n- `estimatedclosedate` (DATE) - For urgency calculation\n- `salesstage` (CHOICE) - Qualify(0), Develop(1), Propose(2), Close(3)\n- `msdyn_forecastcategory` (CHOICE) - Pipeline(100000001), Best case(100000002), Committed(100000003), Omitted(100000004), Won(100000005), Lost(100000006)\n- `statecode` (STATE) - Open(0), Won(1), Lost(2)\n- `closeprobability` (INT) - Win probability (0-100)\n\n**task:**\n- `scheduledend` (DATETIME) - Due date\n- `statecode` (STATE) - Open(0), Completed(1), Canceled(2)\n- `statuscode` (STATUS) - Not Started(2), In Progress(3), Waiting(4), Completed(5), Canceled(6), Deferred(7)\n- `prioritycode` (CHOICE) - Low(0), Normal(1), High(2)\n\n**appointment:**\n- `scheduledstart`, `scheduledend` (DATETIME) - Meeting times\n- `statecode` (STATE) - Open(0), Completed(1), Canceled(2), Scheduled(3)\n- `statuscode` (STATUS) - Free(1), Tentative(2), Completed(3), Canceled(4), Busy(5), Out of Office(6)\n- `requiredattendees`, `optionalattendees` (ACTIVITY PARTY) - Participants\n- `location` (NVARCHAR) - Meeting location\n- `isonlinemeeting` (BIT) - Teams meeting flag\n\n**contact:**\n- `accountrolecode` (CHOICE) - Decision Maker(1), Employee(2), Influencer(3)\n- `mobilephone` (PHONE) - For urgent contact\n- `msdyn_decisioninfluencetag` (CHOICE) - Decision maker(0), Influencer(1), Blocker(2), Unknown(3)\n\n### Handoff Best Practices\n\n1. **Generate early:** Create brief 2-3 days before vacation\n2. **Walk through:** Schedule brief call with backup to review\n3. **Mark urgent clearly:** Visual indicators for priority\n4. **Include context:** Not just facts, but relationship nuances\n5. **Provide escalation path:** How to reach you if truly critical\n6. **Return review:** Check in on day one back\n\n## Examples\n\n### Example 1: Vacation Handoff Brief\n\n**User says:** \"I'm going on vacation March 10-17, create a handoff brief for my deals\"\n\n**Actions:**\n1. Query all open opportunities owned by user\n2. For each deal, gather account, contacts, activities, tasks, appointments\n3. Identify urgent items (close dates during vacation, meetings scheduled)\n4. Generate structured handoff document\n5. Create annotation attached to each opportunity\n\n**Result:**\n```\nSALES HANDOFF BRIEF\nPrepared for: [Backup Name]\nCoverage Period: March 10-17, 2026\n\nURGENT (2 deals):\n1. Contoso Enterprise - $150K - Close date March 12\n   - Proposal sent, awaiting response\n   - Contact: John Smith (CEO) - 555-1234\n   - ACTION: Follow up Tuesday if no response\n\n2. Fabrikam Deal - Meeting March 14 at 2pm\n   - Demo for technical team\n   - Teams link: [included]\n   - ACTION: Attend or reschedule\n\nMONITOR (5 deals):\n[Summary of each...]\n```\n\n### Example 2: Deal Transition to New Rep\n\n**User says:** \"I'm transitioning my territory to Sarah, create handoff documentation\"\n\n**Actions:**\n1. Query all opportunities and accounts\n2. Generate comprehensive relationship context\n3. Include full history and relationship insights\n4. Create permanent documentation\n\n**Result:**\n```\nTERRITORY TRANSITION BRIEF\nFrom: [Current Rep] To: Sarah\n\nACCOUNTS (15 total):\n\n1. CONTOSO LTD\n   Relationship: 3 years, strong\n   Key Contacts: John (CEO), Mary (VP Ops)\n   Open Pipeline: $250K\n   History: Started as SMB, now enterprise\n   Tips: John prefers morning calls, Mary is technical champion\n```\n\n### Example 3: Quick OOO Brief\n\n**User says:** \"I'll be out tomorrow, quick brief for my urgent deals\"\n\n**Actions:**\n1. Filter to deals with activities due tomorrow\n2. Generate abbreviated urgent-only brief\n\n**Result:**\n```\nQUICK COVERAGE BRIEF - March 5\n\nURGENT ITEMS ONLY:\n1. Alpine call at 10am - Reschedule or cover\n2. Tailspin proposal due - Send by EOD\n3. Northwind - Check for contract signature\n\nAll other deals: No action needed for 1 day\n```\n\n## Troubleshooting\n\n### Error: No opportunities found\n**Cause:** User has no open deals or wrong user context\n**Solution:**\n- Verify correct user ID in query\n- Check statecode filter (should be 0 for open)\n- Include transferred opportunities if recently changed ownership\n\n### Error: Meeting attendees not retrieved\n**Cause:** Activity party relationship requires separate query\n**Solution:**\n- Query activityparty table separately for each appointment\n- Use participationtypemask to identify required vs optional attendees\n- Fall back to meeting organizer if attendee data unavailable\n\n### Error: Brief too long for annotation\n**Cause:** Notetext field has length limits\n**Solution:**\n- Split into multiple annotations if needed\n- Create summary version for annotation, full version as attachment\n- Prioritize urgent deals in limited space\n",{"data":37,"body":41},{"name":4,"description":6,"metadata":38},{"author":24,"version":39,"category":40},"1.0.0","sales-productivity",{"type":42,"children":43},"root",[44,52,58,65,72,77,86,106,114,127,134,142,151,159,168,176,185,193,202,210,219,224,233,262,270,279,285,293,446,454,487,495,504,510,518,527,533,541,550,558,567,575,584,590,765,771,779,848,856,902,910,989,997,1033,1039,1103,1109,1115,1125,1133,1161,1169,1178,1184,1193,1200,1223,1230,1239,1245,1254,1261,1274,1281,1290,1296,1302,1317,1335,1341,1354,1372,1378,1391],{"type":45,"tag":46,"props":47,"children":48},"element","h1",{"id":4},[49],{"type":50,"value":51},"text","Handoff Brief Generator",{"type":45,"tag":53,"props":54,"children":55},"p",{},[56],{"type":50,"value":57},"When a sales rep goes on vacation or needs to hand off deals temporarily, the backup needs to quickly understand the status of each deal. 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Days):",{"type":45,"tag":115,"props":177,"children":180},{"className":178,"code":179,"language":50},[118],"SELECT activityid, activitytypecode, subject, description,\n       createdon, actualend, statecode, statuscode\nFROM activitypointer\nWHERE regardingobjectid = '[opportunityid]'\nAND createdon >= '[30_days_ago]'\nORDER BY createdon DESC\n",[181],{"type":45,"tag":122,"props":182,"children":183},{"__ignoreMap":124},[184],{"type":50,"value":179},{"type":45,"tag":53,"props":186,"children":187},{},[188],{"type":45,"tag":81,"props":189,"children":190},{},[191],{"type":50,"value":192},"2.4 Get Open Tasks:",{"type":45,"tag":115,"props":194,"children":197},{"className":195,"code":196,"language":50},[118],"SELECT activityid, subject, description, scheduledend, \n       prioritycode, statecode, statuscode\nFROM task\nWHERE regardingobjectid = '[opportunityid]'\nAND statecode = 0\nORDER BY scheduledend ASC\n",[198],{"type":45,"tag":122,"props":199,"children":200},{"__ignoreMap":124},[201],{"type":50,"value":196},{"type":45,"tag":53,"props":203,"children":204},{},[205],{"type":45,"tag":81,"props":206,"children":207},{},[208],{"type":50,"value":209},"2.5 Get Scheduled Appointments:",{"type":45,"tag":115,"props":211,"children":214},{"className":212,"code":213,"language":50},[118],"SELECT activityid, subject, description, scheduledstart, scheduledend,\n       location, ownerid\nFROM appointment\nWHERE regardingobjectid = '[opportunityid]'\nAND scheduledstart >= '[today]'\nAND statecode IN (0, 3)\nORDER BY scheduledstart ASC\n",[215],{"type":45,"tag":122,"props":216,"children":217},{"__ignoreMap":124},[218],{"type":50,"value":213},{"type":45,"tag":53,"props":220,"children":221},{},[222],{"type":50,"value":223},"For each appointment, fetch attendees via activityparty:",{"type":45,"tag":115,"props":225,"children":228},{"className":226,"code":227,"language":50},[118],"SELECT partyid, participationtypemask\nFROM activityparty\nWHERE activityid = '[activityid]'\n",[229],{"type":45,"tag":122,"props":230,"children":231},{"__ignoreMap":124},[232],{"type":50,"value":227},{"type":45,"tag":53,"props":234,"children":235},{},[236,238,244,246,252,254,260],{"type":50,"value":237},"Note: ",{"type":45,"tag":122,"props":239,"children":241},{"className":240},[],[242],{"type":50,"value":243},"requiredattendees",{"type":50,"value":245}," and ",{"type":45,"tag":122,"props":247,"children":249},{"className":248},[],[250],{"type":50,"value":251},"optionalattendees",{"type":50,"value":253}," are not selectable columns; attendee lookups are stored in the ",{"type":45,"tag":122,"props":255,"children":257},{"className":256},[],[258],{"type":50,"value":259},"activityparty",{"type":50,"value":261}," table.",{"type":45,"tag":53,"props":263,"children":264},{},[265],{"type":45,"tag":81,"props":266,"children":267},{},[268],{"type":50,"value":269},"2.6 Get Recent Notes:",{"type":45,"tag":115,"props":271,"children":274},{"className":272,"code":273,"language":50},[118],"SELECT annotationid, subject, notetext, createdon\nFROM annotation\nWHERE objectid = '[opportunityid]'\nAND createdon >= '[30_days_ago]'\nORDER BY createdon DESC\n",[275],{"type":45,"tag":122,"props":276,"children":277},{"__ignoreMap":124},[278],{"type":50,"value":273},{"type":45,"tag":128,"props":280,"children":282},{"id":281},"step-3-identify-urgency-and-risks",[283],{"type":50,"value":284},"Step 3: Identify Urgency and Risks",{"type":45,"tag":53,"props":286,"children":287},{},[288],{"type":45,"tag":81,"props":289,"children":290},{},[291],{"type":50,"value":292},"3.1 Calculate Urgency Level:",{"type":45,"tag":294,"props":295,"children":296},"table",{},[297,326],{"type":45,"tag":298,"props":299,"children":300},"thead",{},[301],{"type":45,"tag":302,"props":303,"children":304},"tr",{},[305,311,316,321],{"type":45,"tag":306,"props":307,"children":308},"th",{},[309],{"type":50,"value":310},"Factor",{"type":45,"tag":306,"props":312,"children":313},{},[314],{"type":50,"value":315},"Urgent",{"type":45,"tag":306,"props":317,"children":318},{},[319],{"type":50,"value":320},"Moderate",{"type":45,"tag":306,"props":322,"children":323},{},[324],{"type":50,"value":325},"Low",{"type":45,"tag":327,"props":328,"children":329},"tbody",{},[330,354,377,400,423],{"type":45,"tag":302,"props":331,"children":332},{},[333,339,344,349],{"type":45,"tag":334,"props":335,"children":336},"td",{},[337],{"type":50,"value":338},"Close Date",{"type":45,"tag":334,"props":340,"children":341},{},[342],{"type":50,"value":343},"Within coverage 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Category",{"type":45,"tag":334,"props":432,"children":433},{},[434],{"type":50,"value":435},"Committed",{"type":45,"tag":334,"props":437,"children":438},{},[439],{"type":50,"value":440},"Best Case",{"type":45,"tag":334,"props":442,"children":443},{},[444],{"type":50,"value":445},"Pipeline",{"type":45,"tag":53,"props":447,"children":448},{},[449],{"type":45,"tag":81,"props":450,"children":451},{},[452],{"type":50,"value":453},"3.2 Identify Potential Risks:",{"type":45,"tag":87,"props":455,"children":456},{},[457,462,467,472,477,482],{"type":45,"tag":91,"props":458,"children":459},{},[460],{"type":50,"value":461},"No scheduled next steps",{"type":45,"tag":91,"props":463,"children":464},{},[465],{"type":50,"value":466},"Proposal sent but no response",{"type":45,"tag":91,"props":468,"children":469},{},[470],{"type":50,"value":471},"Competitor mentioned in notes",{"type":45,"tag":91,"props":473,"children":474},{},[475],{"type":50,"value":476},"Key contact hasn't engaged recently",{"type":45,"tag":91,"props":478,"children":479},{},[480],{"type":50,"value":481},"Approaching close date with no commitment",{"type":45,"tag":91,"props":483,"children":484},{},[485],{"type":50,"value":486},"Budget not confirmed for late-stage deal",{"type":45,"tag":53,"props":488,"children":489},{},[490],{"type":45,"tag":81,"props":491,"children":492},{},[493],{"type":50,"value":494},"3.3 Flag Urgent Items:",{"type":45,"tag":115,"props":496,"children":499},{"className":497,"code":498,"language":50},[118],"URGENT flag if:\n- Close date during vacation period\n- Meeting scheduled during vacation\n- Pending action that can't wait\n- Critical response expected from customer\n- Proposal review scheduled\n",[500],{"type":45,"tag":122,"props":501,"children":502},{"__ignoreMap":124},[503],{"type":50,"value":498},{"type":45,"tag":128,"props":505,"children":507},{"id":506},"step-4-generate-handoff-brief",[508],{"type":50,"value":509},"Step 4: Generate Handoff Brief",{"type":45,"tag":53,"props":511,"children":512},{},[513],{"type":45,"tag":81,"props":514,"children":515},{},[516],{"type":50,"value":517},"Output Format:",{"type":45,"tag":115,"props":519,"children":522},{"className":520,"code":521,"language":50},[118],"════════════════════════════════════════════════════════════════\n             SALES HANDOFF BRIEF\n════════════════════════════════════════════════════════════════\n\nPrepared for: [Backup Name]\nPrepared by: [Sales Rep Name]\nCoverage Period: [Start Date] - [End Date]\nGenerated: [Current Date\u002FTime]\n\n════════════════════════════════════════════════════════════════\nEXECUTIVE SUMMARY\n════════════════════════════════════════════════════════════════\n\nTotal Active Opportunities: [N]\nTotal Pipeline Value: $[X]\nUrgent Items: [N] (require action during coverage)\nScheduled Meetings: [N] (need attendance\u002Frescheduling)\n\nCOVERAGE PRIORITIES:\n🔴 Urgent (Action Required): [N] deals\n🟡 Important (Monitor Closely): [N] deals\n🟢 Standard (Check if contacted): [N] deals\n\n════════════════════════════════════════════════════════════════\n🔴 URGENT - ACTION REQUIRED\n════════════════════════════════════════════════════════════════\n\n────────────────────────────────────────────────────────────────\nDEAL #1: Contoso Enterprise Platform\n────────────────────────────────────────────────────────────────\n\nSNAPSHOT:\n• Account: Contoso Corporation\n• Value: $150,000\n• Stage: Close\n• Close Date: [Date - during vacation]\n• Probability: 75%\n• Forecast: Committed\n\nWHY IT'S URGENT:\n⚠️ Contract signature expected [Date]\n⚠️ Final negotiation call scheduled [Date]\n⚠️ Legal review completing this week\n\nCURRENT STATUS:\nWe've completed the proposal review with the evaluation team. They've \nselected us over [Competitor]. Sarah Chen (VP Operations) gave verbal \ncommitment. Waiting on legal review of contract and final signature \nfrom CFO.\n\nWHAT'S HAPPENED RECENTLY:\n[Date] - Contract sent to legal for review\n[Date] - Proposal accepted, moving to contract\n[Date] - Final presentation to executive team\n[Date] - Technical validation completed\n\nWHAT'S NEXT:\n1. [Date] - Legal review call (YOU NEED TO JOIN)\n   • Attendees: Sarah Chen, Legal team\n   • Prep: Review redlines from their legal (attached)\n   • Key issue: Indemnification clause - we can go to $500K cap\n   \n2. [Date] - Expected signature\n   • Contact CFO's office if not received by EOD\n   \n3. [By EOD Friday] - If signed, initiate onboarding handoff\n\nKEY CONTACTS:\n📞 Sarah Chen (VP Operations) - CHAMPION\n   Email: sarah.chen@contoso.com\n   Mobile: (555) 123-4567\n   Notes: Prefers text for urgent matters\n\n📞 Michael Ross (CFO) - ECONOMIC BUYER\n   Email: m.ross@contoso.com\n   Phone: (555) 123-4568\n   Notes: His EA is Jennifer - reach out to her first\n\n📞 Tom Bradley (Legal) - BLOCKER POTENTIAL\n   Email: t.bradley@contoso.com\n   Notes: Very detail-oriented, wants everything in writing\n\nRISKS\u002FCONCERNS:\n• Legal may push back on liability clause\n• CFO traveling next week - signature could slip\n• Competitor (Acme) made last-minute counter-offer\n\nIF THINGS GO WRONG:\n• If legal pushback: Loop in our legal (Bob Smith) immediately\n• If CFO delays: Ask Sarah to escalate internally\n• If competitor resurfaces: Offer [approved discount] as last resort\n\nRELATED DOCUMENTS:\n• Final proposal: [Link\u002FLocation]\n• Contract redlines: [Link\u002FLocation]\n• Presentation deck: [Link\u002FLocation]\n\n────────────────────────────────────────────────────────────────\nDEAL #2: Fabrikam Cloud Migration\n────────────────────────────────────────────────────────────────\n\nSNAPSHOT:\n• Account: Fabrikam Industries\n• Value: $85,000\n• Stage: Propose\n• Close Date: [Date - 2 weeks out]\n• Probability: 50%\n• Forecast: Best Case\n\nWHY IT'S URGENT:\n⚠️ Proposal expires [Date]\n⚠️ Customer evaluating 2 other vendors\n⚠️ Demo scheduled during vacation - needs coverage\n\nCURRENT STATUS:\nProposal submitted 10 days ago. Customer is comparing us against \n[Competitor A] and [Competitor B]. We differentiate on integration \ncapabilities and support model. Demo of integration features \nscheduled for [Date].\n\nWHAT'S HAPPENED RECENTLY:\n[Date] - Sent proposal follow-up email (no response yet)\n[Date] - Technical Q&A call with their IT team\n[Date] - Proposal presentation meeting\n\nWHAT'S NEXT:\n1. [Date] - Integration Demo (YOU NEED TO ATTEND OR RESCHEDULE)\n   • Attendees: IT Team (5 people)\n   • Location: Virtual - [Link]\n   • Prep: Demo environment in sandbox-fabrikam\n   • Focus: API integration with their existing ERP\n   \n2. [Date +3] - Follow up on demo\n   • Get feedback, identify remaining concerns\n   \n3. [Date +7] - Decision expected\n\nKEY CONTACTS:\n📞 Jennifer Walsh (IT Director) - TECHNICAL BUYER\n   Email: j.walsh@fabrikam.com\n   Phone: (555) 234-5678\n   Notes: Engineer mindset, wants to see it work\n\n📞 David Kim (COO) - ECONOMIC BUYER\n   Email: d.kim@fabrikam.com\n   Notes: Haven't met yet - Jennifer supposed to intro\n\nCOMPETITIVE INTELLIGENCE:\n• Competitor A: Lower price, less functionality\n• Competitor B: Similar features, weaker support\n• Our edge: Integration capabilities and SLA terms\n\nRISKS\u002FCONCERNS:\n• Haven't engaged economic buyer directly\n• Price may be concern - authorized to offer 10% if needed\n• Technical team loves us but may not have budget authority\n\nIF DEMO NEEDS RESCHEDULING:\n• Contact Jennifer directly, explain coverage\n• Offer earliest date after [return date]\n• Keep IT team engaged via email\n\n[Continue for additional deals...]\n\n════════════════════════════════════════════════════════════════\n🟡 IMPORTANT - MONITOR CLOSELY\n════════════════════════════════════════════════════════════════\n\n────────────────────────────────────────────────────────────────\nDEAL #3: Acme Corp Expansion\n────────────────────────────────────────────────────────────────\n\nSNAPSHOT:\n• Value: $65,000 | Stage: Develop | Close: 45 days\n• Status: Discovery complete, building proposal\n\nQUICK CONTEXT:\nExisting customer looking to expand. Good relationship with main \ncontact (Bob Jones). Need to finalize technical requirements before \nproposal.\n\nDURING COVERAGE:\n• No action needed unless they reach out\n• If contacted: Schedule requirements call for after [return date]\n• If urgent: Can answer basic questions, defer technical to SE team\n\nKEY CONTACT:\n📞 Bob Jones: bob.jones@acme.com | (555) 345-6789\n\n────────────────────────────────────────────────────────────────\nDEAL #4: Global Industries New Logo\n────────────────────────────────────────────────────────────────\n\n[Similar format - condensed for Important tier...]\n\n════════════════════════════════════════════════════════════════\n🟢 STANDARD - CHECK IF CONTACTED\n════════════════════════════════════════════════════════════════\n\nDEAL #5: Tech Startup Initial Deal\n• Value: $15,000 | Stage: Qualify | Close: 90 days\n• Status: Early stage, initial discovery scheduled after vacation\n• Action: Only respond if they reach out\n• Contact: Amy Lee | amy@techstartup.io\n\nDEAL #6: Manufacturing Co Renewal\n• Value: $45,000 | Stage: Develop | Close: 60 days\n• Status: Renewal discussion started, no urgency\n• Action: Standard check-in if they email\n• Contact: Jim Peters | j.peters@mfgco.com\n\n[List remaining deals...]\n\n════════════════════════════════════════════════════════════════\nSCHEDULED ACTIVITIES DURING COVERAGE\n════════════════════════════════════════════════════════════════\n\n[Date] 10:00 AM - 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CONTOSO LTD\n   Relationship: 3 years, strong\n   Key Contacts: John (CEO), Mary (VP Ops)\n   Open Pipeline: $250K\n   History: Started as SMB, now enterprise\n   Tips: John prefers morning calls, Mary is technical champion\n",[1235],{"type":45,"tag":122,"props":1236,"children":1237},{"__ignoreMap":124},[1238],{"type":50,"value":1233},{"type":45,"tag":66,"props":1240,"children":1242},{"id":1241},"example-3-quick-ooo-brief",[1243],{"type":50,"value":1244},"Example 3: Quick OOO Brief",{"type":45,"tag":53,"props":1246,"children":1247},{},[1248,1252],{"type":45,"tag":81,"props":1249,"children":1250},{},[1251],{"type":50,"value":1122},{"type":50,"value":1253}," \"I'll be out tomorrow, quick brief for my urgent deals\"",{"type":45,"tag":53,"props":1255,"children":1256},{},[1257],{"type":45,"tag":81,"props":1258,"children":1259},{},[1260],{"type":50,"value":1132},{"type":45,"tag":1040,"props":1262,"children":1263},{},[1264,1269],{"type":45,"tag":91,"props":1265,"children":1266},{},[1267],{"type":50,"value":1268},"Filter to deals with activities due tomorrow",{"type":45,"tag":91,"props":1270,"children":1271},{},[1272],{"type":50,"value":1273},"Generate abbreviated urgent-only brief",{"type":45,"tag":53,"props":1275,"children":1276},{},[1277],{"type":45,"tag":81,"props":1278,"children":1279},{},[1280],{"type":50,"value":1168},{"type":45,"tag":115,"props":1282,"children":1285},{"className":1283,"code":1284,"language":50},[118],"QUICK COVERAGE BRIEF - March 5\n\nURGENT ITEMS ONLY:\n1. Alpine call at 10am - Reschedule or cover\n2. Tailspin proposal due - Send by EOD\n3. Northwind - Check for contract signature\n\nAll other deals: No action needed for 1 day\n",[1286],{"type":45,"tag":122,"props":1287,"children":1288},{"__ignoreMap":124},[1289],{"type":50,"value":1284},{"type":45,"tag":59,"props":1291,"children":1293},{"id":1292},"troubleshooting",[1294],{"type":50,"value":1295},"Troubleshooting",{"type":45,"tag":66,"props":1297,"children":1299},{"id":1298},"error-no-opportunities-found",[1300],{"type":50,"value":1301},"Error: No opportunities found",{"type":45,"tag":53,"props":1303,"children":1304},{},[1305,1310,1312],{"type":45,"tag":81,"props":1306,"children":1307},{},[1308],{"type":50,"value":1309},"Cause:",{"type":50,"value":1311}," User has no open deals or wrong user context\n",{"type":45,"tag":81,"props":1313,"children":1314},{},[1315],{"type":50,"value":1316},"Solution:",{"type":45,"tag":87,"props":1318,"children":1319},{},[1320,1325,1330],{"type":45,"tag":91,"props":1321,"children":1322},{},[1323],{"type":50,"value":1324},"Verify correct user ID in query",{"type":45,"tag":91,"props":1326,"children":1327},{},[1328],{"type":50,"value":1329},"Check statecode filter (should be 0 for open)",{"type":45,"tag":91,"props":1331,"children":1332},{},[1333],{"type":50,"value":1334},"Include transferred opportunities if recently changed ownership",{"type":45,"tag":66,"props":1336,"children":1338},{"id":1337},"error-meeting-attendees-not-retrieved",[1339],{"type":50,"value":1340},"Error: Meeting attendees not retrieved",{"type":45,"tag":53,"props":1342,"children":1343},{},[1344,1348,1350],{"type":45,"tag":81,"props":1345,"children":1346},{},[1347],{"type":50,"value":1309},{"type":50,"value":1349}," Activity party relationship requires separate query\n",{"type":45,"tag":81,"props":1351,"children":1352},{},[1353],{"type":50,"value":1316},{"type":45,"tag":87,"props":1355,"children":1356},{},[1357,1362,1367],{"type":45,"tag":91,"props":1358,"children":1359},{},[1360],{"type":50,"value":1361},"Query activityparty table separately for each appointment",{"type":45,"tag":91,"props":1363,"children":1364},{},[1365],{"type":50,"value":1366},"Use participationtypemask to identify required vs optional attendees",{"type":45,"tag":91,"props":1368,"children":1369},{},[1370],{"type":50,"value":1371},"Fall back to meeting organizer if attendee data unavailable",{"type":45,"tag":66,"props":1373,"children":1375},{"id":1374},"error-brief-too-long-for-annotation",[1376],{"type":50,"value":1377},"Error: Brief too long for annotation",{"type":45,"tag":53,"props":1379,"children":1380},{},[1381,1385,1387],{"type":45,"tag":81,"props":1382,"children":1383},{},[1384],{"type":50,"value":1309},{"type":50,"value":1386}," Notetext field has length limits\n",{"type":45,"tag":81,"props":1388,"children":1389},{},[1390],{"type":50,"value":1316},{"type":45,"tag":87,"props":1392,"children":1393},{},[1394,1399,1404],{"type":45,"tag":91,"props":1395,"children":1396},{},[1397],{"type":50,"value":1398},"Split into multiple annotations if needed",{"type":45,"tag":91,"props":1400,"children":1401},{},[1402],{"type":50,"value":1403},"Create summary version for annotation, full version as attachment",{"type":45,"tag":91,"props":1405,"children":1406},{},[1407],{"type":50,"value":1408},"Prioritize urgent deals in limited space",{"items":1410,"total":1513},[1411,1428,1442,1455,1471,1485,1497],{"slug":1412,"name":1412,"fn":1413,"description":1414,"org":1415,"tags":1416,"stars":26,"repoUrl":27,"updatedAt":1427},"account-briefing-generator","generate account briefings for sales meetings","Generates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user says \"prep me for my call\", \"brief me on this account\", \"meeting prep\", \"I have a meeting with [company]\", \"account briefing\", \"customer briefing\", or \"prepare for customer meeting\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1417,1418,1419,1422,1423,1424],{"name":18,"slug":19,"type":15},{"name":24,"slug":25,"type":15},{"name":1420,"slug":1421,"type":15},"Meetings","meetings",{"name":9,"slug":8,"type":15},{"name":21,"slug":22,"type":15},{"name":1425,"slug":1426,"type":15},"Summarization","summarization","2026-04-06T18:36:32.277939",{"slug":1429,"name":1429,"fn":1430,"description":1431,"org":1432,"tags":1433,"stars":26,"repoUrl":27,"updatedAt":1441},"account-risk-early-warning","identify account churn risks from engagement signals","Identifies accounts showing warning signs of churn by analyzing activity trends, support cases, and engagement signals. Scores risk and prioritizes intervention targets. Use when user asks \"which accounts are at risk\", \"churn risk analysis\", \"find accounts that might leave\", \"customer health check\", \"at-risk customers\", \"retention warning signs\", or \"account health score\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1434,1435,1436,1437,1440],{"name":18,"slug":19,"type":15},{"name":24,"slug":25,"type":15},{"name":9,"slug":8,"type":15},{"name":1438,"slug":1439,"type":15},"Risk Assessment","risk-assessment",{"name":21,"slug":22,"type":15},"2026-04-06T18:36:28.462732",{"slug":1443,"name":1443,"fn":1444,"description":1445,"org":1446,"tags":1447,"stars":26,"repoUrl":27,"updatedAt":1454},"competitive-intelligence","generate competitive intelligence from sales data","Analyzes opportunity data and activity notes to generate competitive intelligence including win\u002Floss rates by competitor, patterns, and rep-ready battlecard talking points. Use when user asks \"how are we doing against [competitor]\", \"competitive analysis\", \"competitor win rate\", \"battlecard for [competitor]\", \"competitive landscape\", \"why are we losing to [competitor]\", or \"competitor intelligence\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1448,1450,1451,1452,1453],{"name":1449,"slug":1443,"type":15},"Competitive Intelligence",{"name":18,"slug":19,"type":15},{"name":24,"slug":25,"type":15},{"name":9,"slug":8,"type":15},{"name":21,"slug":22,"type":15},"2026-04-06T18:36:23.280253",{"slug":1456,"name":1456,"fn":1457,"description":1458,"org":1459,"tags":1460,"stars":26,"repoUrl":27,"updatedAt":1470},"create-an-asset","generate customized sales assets from Dataverse","Generates customized sales assets including one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans from Dataverse context. Use when user says \"create a one-pager\", \"draft a proposal\", \"generate executive summary\", \"build ROI summary\", \"create mutual action plan\", \"sales asset for [account]\", \"proposal outline\", or \"customer-facing document\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1461,1464,1465,1468,1469],{"name":1462,"slug":1463,"type":15},"Content Creation","content-creation",{"name":24,"slug":25,"type":15},{"name":1466,"slug":1467,"type":15},"Marketing","marketing",{"name":9,"slug":8,"type":15},{"name":21,"slug":22,"type":15},"2026-04-06T18:36:24.562421",{"slug":1472,"name":1472,"fn":1473,"description":1474,"org":1475,"tags":1476,"stars":26,"repoUrl":27,"updatedAt":1484},"cross-sell-target-identifier","identify cross-sell targets from customer patterns","Analyzes successful product customers to identify patterns, then finds similar accounts that are good cross-sell candidates with fit scores and reasoning. Use when user asks \"who should I pitch this product to\", \"find cross-sell opportunities\", \"which customers should buy Product X\", \"identify upsell targets\", \"product expansion candidates\", or \"who else would buy this\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1477,1480,1481,1482,1483],{"name":1478,"slug":1479,"type":15},"Analytics","analytics",{"name":18,"slug":19,"type":15},{"name":24,"slug":25,"type":15},{"name":9,"slug":8,"type":15},{"name":21,"slug":22,"type":15},"2026-04-06T18:36:37.380929",{"slug":1486,"name":1486,"fn":1487,"description":1488,"org":1489,"tags":1490,"stars":26,"repoUrl":27,"updatedAt":1496},"daily-briefing","prepare daily business briefings from Dataverse","Delivers a prioritized morning summary covering today's meetings, overdue tasks, pipeline alerts, and recommended actions from Dataverse. Use when user says \"what's on my plate today\", \"daily briefing\", \"morning summary\", \"what do I need to focus on today\", \"start my day\", \"daily digest\", \"today's priorities\", or \"what's happening today\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1491,1492,1493,1494,1495],{"name":18,"slug":19,"type":15},{"name":24,"slug":25,"type":15},{"name":9,"slug":8,"type":15},{"name":21,"slug":22,"type":15},{"name":1425,"slug":1426,"type":15},"2026-04-06T18:36:31.028078",{"slug":1498,"name":1498,"fn":1499,"description":1500,"org":1501,"tags":1502,"stars":26,"repoUrl":27,"updatedAt":1512},"draft-outreach","draft personalized sales outreach from Dataverse","Generates personalized outreach messages by pulling context from Dataverse records. Creates tailored emails for new prospects, re-engagement, follow-ups, or cross-sell. Use when user says \"draft an email to [contact]\", \"write outreach for\", \"help me reach out to\", \"compose email\", \"re-engage this contact\", \"follow-up email\", \"prospecting email\", or \"outreach message for\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1503,1504,1505,1507,1508,1511],{"name":18,"slug":19,"type":15},{"name":24,"slug":25,"type":15},{"name":1506,"slug":759,"type":15},"Email",{"name":9,"slug":8,"type":15},{"name":1509,"slug":1510,"type":15},"Outreach","outreach",{"name":21,"slug":22,"type":15},"2026-04-06T18:36:36.103544",16,{"items":1515,"total":1708},[1516,1538,1559,1578,1593,1610,1621,1634,1649,1664,1683,1696],{"slug":1517,"name":1517,"fn":1518,"description":1519,"org":1520,"tags":1521,"stars":1535,"repoUrl":1536,"updatedAt":1537},"rushstack-best-practices","manage Rush monorepos with best practices","Provides best practices and guidance for working with Rush monorepos. Use when the user is working in a Rush-based repository, asks about Rush commands (install, update, build, rebuild), needs help with project selection, dependency management, build caching, subspace configuration, or troubleshooting Rush-specific issues.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1522,1525,1528,1529,1532],{"name":1523,"slug":1524,"type":15},"Engineering","engineering",{"name":1526,"slug":1527,"type":15},"Local Development","local-development",{"name":9,"slug":8,"type":15},{"name":1530,"slug":1531,"type":15},"Project Management","project-management",{"name":1533,"slug":1534,"type":15},"Rush","rush",6484,"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Frushstack","2026-04-06T18:34:44.965032",{"slug":1539,"name":1539,"fn":1540,"description":1541,"org":1542,"tags":1543,"stars":1556,"repoUrl":1557,"updatedAt":1558},"azure-ai-agents-persistent-dotnet","build AI agents with Azure .NET SDK","Azure AI Agents Persistent SDK for .NET. Low-level SDK for creating and managing AI agents with threads, messages, runs, and tools. Use for agent CRUD, conversation threads, streaming responses, function calling, file search, and code interpreter. Triggers: \"PersistentAgentsClient\", \"persistent agents\", \"agent threads\", \"agent runs\", \"streaming agents\", \"function calling agents .NET\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1544,1547,1550,1553],{"name":1545,"slug":1546,"type":15},".NET","net",{"name":1548,"slug":1549,"type":15},"Agents","agents",{"name":1551,"slug":1552,"type":15},"Azure","azure",{"name":1554,"slug":1555,"type":15},"LLM","llm",2804,"https:\u002F\u002Fgithub.com\u002Fmicrosoft\u002Fskills","2026-07-03T16:32:10.297433",{"slug":1560,"name":1560,"fn":1561,"description":1562,"org":1563,"tags":1564,"stars":1556,"repoUrl":1557,"updatedAt":1577},"azure-ai-anomalydetector-java","build anomaly detection applications with Java","Build anomaly detection applications with Azure AI Anomaly Detector SDK for Java. Use when implementing univariate\u002Fmultivariate anomaly detection, time-series analysis, or AI-powered monitoring.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1565,1566,1567,1570,1573,1574],{"name":1478,"slug":1479,"type":15},{"name":1551,"slug":1552,"type":15},{"name":1568,"slug":1569,"type":15},"Data Analysis","data-analysis",{"name":1571,"slug":1572,"type":15},"Java","java",{"name":9,"slug":8,"type":15},{"name":1575,"slug":1576,"type":15},"Monitoring","monitoring","2026-05-13T06:14:16.261754",{"slug":1579,"name":1579,"fn":1580,"description":1581,"org":1582,"tags":1583,"stars":1556,"repoUrl":1557,"updatedAt":1592},"azure-ai-contentsafety-java","build content moderation applications with Azure AI","Build content moderation applications with Azure AI Content Safety SDK for Java. Use when implementing text\u002Fimage analysis, blocklist management, or harm detection for hate, violence, sexual content, and self-harm.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1584,1587,1588,1589],{"name":1585,"slug":1586,"type":15},"AI Infrastructure","ai-infrastructure",{"name":1551,"slug":1552,"type":15},{"name":1571,"slug":1572,"type":15},{"name":1590,"slug":1591,"type":15},"Security","security","2026-07-07T06:53:31.293235",{"slug":1594,"name":1594,"fn":1595,"description":1596,"org":1597,"tags":1598,"stars":1556,"repoUrl":1557,"updatedAt":1609},"azure-ai-contentsafety-py","detect harmful content with Azure AI Content Safety","Azure AI Content Safety SDK for Python. Use for detecting harmful content in text and images with multi-severity classification.\nTriggers: \"azure-ai-contentsafety\", \"ContentSafetyClient\", \"content moderation\", \"harmful content\", \"text analysis\", \"image analysis\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1599,1600,1603,1604,1605,1608],{"name":1551,"slug":1552,"type":15},{"name":1601,"slug":1602,"type":15},"Compliance","compliance",{"name":1554,"slug":1555,"type":15},{"name":9,"slug":8,"type":15},{"name":1606,"slug":1607,"type":15},"Python","python",{"name":1590,"slug":1591,"type":15},"2026-07-18T05:14:23.017504",{"slug":1611,"name":1611,"fn":1612,"description":1613,"org":1614,"tags":1615,"stars":1556,"repoUrl":1557,"updatedAt":1620},"azure-ai-language-conversations-py","implement conversational language understanding with Python","Implement Conversational Language Understanding (CLU) using the azure-ai-language-conversations Python SDK. Use when working with ConversationAnalysisClient to analyze conversation intent and entities, building NLP features, or integrating language understanding into applications.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1616,1617,1618,1619],{"name":1478,"slug":1479,"type":15},{"name":1551,"slug":1552,"type":15},{"name":1554,"slug":1555,"type":15},{"name":1606,"slug":1607,"type":15},"2026-07-31T05:54:29.068751",{"slug":1622,"name":1622,"fn":1623,"description":1624,"org":1625,"tags":1626,"stars":1556,"repoUrl":1557,"updatedAt":1633},"azure-ai-translation-text-py","translate text using Azure AI services","Azure AI Text Translation SDK for real-time text translation, transliteration, language detection, and dictionary lookup. Use for translating text content in applications.\nTriggers: \"text translation\", \"translator\", \"translate text\", \"transliterate\", \"TextTranslationClient\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1627,1630,1631,1632],{"name":1628,"slug":1629,"type":15},"API Development","api-development",{"name":1551,"slug":1552,"type":15},{"name":9,"slug":8,"type":15},{"name":1606,"slug":1607,"type":15},"2026-07-18T05:14:16.988376",{"slug":1635,"name":1635,"fn":1636,"description":1637,"org":1638,"tags":1639,"stars":1556,"repoUrl":1557,"updatedAt":1648},"azure-ai-vision-imageanalysis-py","analyze images with Azure AI Vision","Azure AI Vision Image Analysis SDK for captions, tags, objects, OCR, people detection, and smart cropping. Use for computer vision and image understanding tasks.\nTriggers: \"image analysis\", \"computer vision\", \"OCR\", \"object detection\", \"ImageAnalysisClient\", \"image caption\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1640,1641,1644,1647],{"name":1551,"slug":1552,"type":15},{"name":1642,"slug":1643,"type":15},"Computer Vision","computer-vision",{"name":1645,"slug":1646,"type":15},"Images","images",{"name":1606,"slug":1607,"type":15},"2026-07-18T05:14:18.007737",{"slug":1650,"name":1650,"fn":1651,"description":1652,"org":1653,"tags":1654,"stars":1556,"repoUrl":1557,"updatedAt":1663},"azure-appconfiguration-java","manage configuration with Azure App Configuration","Azure App Configuration SDK for Java. Centralized application configuration management with key-value settings, feature flags, and snapshots.\nTriggers: \"ConfigurationClient java\", \"app configuration java\", \"feature flag java\", \"configuration setting java\", \"azure config java\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1655,1656,1659,1662],{"name":1551,"slug":1552,"type":15},{"name":1657,"slug":1658,"type":15},"Configuration","configuration",{"name":1660,"slug":1661,"type":15},"Feature Flags","feature-flags",{"name":1571,"slug":1572,"type":15},"2026-07-03T16:32:01.278468",{"slug":1665,"name":1665,"fn":1666,"description":1667,"org":1668,"tags":1669,"stars":1556,"repoUrl":1557,"updatedAt":1682},"azure-cosmos-rust","build applications with Azure Cosmos DB","Azure Cosmos DB library for Rust (NoSQL API). Document CRUD, containers, and globally distributed data.\nTriggers: \"cosmos db rust\", \"CosmosClient rust\", \"document crud rust\", \"NoSQL rust\", \"partition key rust\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1670,1673,1676,1679],{"name":1671,"slug":1672,"type":15},"Cosmos DB","cosmos-db",{"name":1674,"slug":1675,"type":15},"Database","database",{"name":1677,"slug":1678,"type":15},"NoSQL","nosql",{"name":1680,"slug":1681,"type":15},"Rust","rust","2026-07-31T05:54:27.021432",{"slug":1684,"name":1684,"fn":1666,"description":1685,"org":1686,"tags":1687,"stars":1556,"repoUrl":1557,"updatedAt":1695},"azure-cosmos-ts","Azure Cosmos DB JavaScript\u002FTypeScript SDK (@azure\u002Fcosmos) for data plane operations. Use for CRUD operations on documents, queries, bulk operations, and container management. Triggers: \"Cosmos DB\", \"@azure\u002Fcosmos\", \"CosmosClient\", \"document CRUD\", \"NoSQL queries\", \"bulk operations\", \"partition key\", \"container.items\".\n",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1688,1689,1690,1691,1692],{"name":1671,"slug":1672,"type":15},{"name":1674,"slug":1675,"type":15},{"name":9,"slug":8,"type":15},{"name":1677,"slug":1678,"type":15},{"name":1693,"slug":1694,"type":15},"TypeScript","typescript","2026-07-03T16:31:19.368382",{"slug":1697,"name":1697,"fn":1698,"description":1699,"org":1700,"tags":1701,"stars":1556,"repoUrl":1557,"updatedAt":1707},"azure-data-tables-java","build table storage applications with Java","Build table storage applications with Azure Tables SDK for Java. Use when working with Azure Table Storage or Cosmos DB Table API for NoSQL key-value data, schemaless storage, or structured data at scale.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":8},[1702,1703,1704,1705,1706],{"name":1551,"slug":1552,"type":15},{"name":1671,"slug":1672,"type":15},{"name":1674,"slug":1675,"type":15},{"name":1571,"slug":1572,"type":15},{"name":1677,"slug":1678,"type":15},"2026-05-13T06:14:17.582229",267]