Customer Status Agent Skill
Synthesised view of account health and activity for managers overseeing customer-facing teams (Sales, CS, Professional Services, Presales). Scans project channels, email threads, and Notion pages to surface status, risks, and upcoming milestones, without requiring the manager to trawl through individual channels. Supports proactive account management.
Install
one command, takes just this skill from the repositorynpx skills add https://github.com/techwolf-ai/ai-first-toolkit --skill customer-statusOther skills for the same job
different authors, same section of the catalogue
Prepare meeting materials with Notion context and Codex research; use when gathering context, drafting agendas/pre-reads, and tailoring materials to attendees.
> This skill generates, creates, or builds brand voice guidelines from source materials. It should be used when the user asks to "generate brand guidelines", "create a style guide", "extract brand voice", "create guidelines from calls", "consolidate brand materials", "analyze my sales calls for brand voice", "build a brand playbook from documents", "synthesize a voice and tone guide", or uploads brand documents, transcripts, or meeting recordings for brand analysis. Also triggers when the user has a discovery report and wants to convert it into actionable guidelines.
Prepares meeting materials by gathering context from Notion, enriching with Claude research, and creating both an internal pre-read and external agenda saved to Notion. Helps you arrive prepared with comprehensive background and structured meeting docs.
Share a Google Docs document with edit access and email collaborators the link.
> Lightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, Gmail attachments, or DocuSign envelopes; flags non-standard terms; explains risks in plain English; and outputs a marked-up redline as a separate DOCX. Use when the user says "review this contract," "what am I signing," "red flags," "flag any concerns," "check the payment terms," or uploads/forwards a contract or legal agreement.
Search across all connected sources in one query. Trigger with "find that doc about...", "what did we decide on...", "where was the conversation about...", or when looking for a decision, document, or discussion that could live in chat, email, cloud storage, or a project tracker.
Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.
Ingest supplied source material into an Obsidian vault with provenance and claim tracking: pasted text, files staged in the selected vault's inbox or .raw archive, or explicitly approved URLs. Use for a single source or bounded batch, not for saving an assistant answer. Triggers: ingest, ingest this file, ingest this URL, process this source, read and file this source, batch ingest, ingest these sources.
How to use it
Take techwolf-ai/customer-status from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
The agent identifies a skill by the name field in its header. Two skills with the
same name cannot sit side by side — one of them will be ignored.