What problem does it solve? Sales teams often lack a consolidated, evidence-backed view of a customer account scattered across Outlook, Teams, meetings, Planner, and SharePoint. This Skill compiles permission-trimmed internal evidence into a structured Account Evidence Brief with sources, dates, and clearly marked unknowns. ## Core Features & Use Cases - Evidence-Based Account Brief: Collects interactions, commitments, stakeholders, documents, and Planner tasks for a single named account, with every major claim tied to a source and date. - Timeline and Relationship Mapping: Builds an account timeline of decision-changing events and a stakeholder evidence map distinguishing confirmed roles from hypotheses. - Conflict and Freshness Handling: Presents conflicting versions side by side, marks stale data with observation dates, and labels missing evidence as unknown instead of guessing. - Use Case: Before a quarterly business review, ask for a research brief on Contoso to get confirmed commitments, stakeholder roles, risks, and three questions to validate with the customer. ## Quick Start Ask the assistant to research the account Contoso and summarize recent interactions, key stakeholders, and open commitments from the last 90 days.
