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Envision-Construction
Envision-ConstructionOFFICIAL
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Account 360

Assembles a complete Buildr CRM snapshot of one company including contacts, deals, activities, and tasks.

1|Updated May 17, 2026
Search Tags:#sales#crm#contacts#meeting prep#deals#account snapshot#buildr
One-click install
npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill account-360-envision-construction
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Account 360
Source: https://github.com/Envision-Construction/Envision-Skill-Repo/tree/main/plugins/construction/buildr/skills/account-360
Command: npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill account-360-envision-construction

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Preparing for a customer or prospect meeting requires manually pulling the company record, contacts, deals, activities, and tasks from separate CRM views, which is slow and error-prone. This Skill consolidates everything Buildr knows about a single account into one structured brief. ## Core Features & Use Cases - Company Resolution: Matches a user-provided company name against Buildr companies (case-insensitive substring) or accepts a company ID directly. - Parallel Data Fetch: Batches five independent reads — company record, contacts, deals, activities, and tasks — into a single tool-call block for efficiency. - Structured Snapshot Output: Produces a Markdown brief with open deals, recent activity, contacts, open tasks, and closed-deal history. - Use Case: Before a meeting with a prospect, ask for everything Buildr has on that company and receive a one-page brief covering open deals, the last 30 days of activity, key contacts, and outstanding tasks. ## Quick Start Ask the assistant to pull everything Buildr has on a specific company before your meeting with them.

Frequently Asked Questions about Account 360

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I get a full account snapshot from Buildr CRM?▼

Provide a company name or ID and the skill resolves the company, then fetches its record, contacts, deals, activities, and tasks in parallel. The result is a single Markdown brief covering open deals, recent activity, contacts, and open tasks.

How do I prepare for a customer meeting using CRM data?▼

Ask for everything Buildr has on the company before the meeting. The skill surfaces the most recent activity per contact at the top of the brief, since that is usually the freshest signal for meeting preparation.

When should I use Account 360 instead of the general Buildr CRM skill?▼

Use Account 360 when you want a single-page brief on one specific account. For multi-account analysis, pipeline rollups, or generic CRM questions, use the broader buildr:crm skill instead.

Why are some activities missing from a company's Buildr history?▼

Activities are not always linked to a company_id; some are attached only to a contact or deal. The skill filters activities by every contact_id and deal_id at the company and dedupes by activity id for full coverage.

What happens if multiple companies match the name I give?▼

The skill matches names case-insensitively by substring. If multiple companies match, it surfaces the matches and asks you to choose before fetching any account data.

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