Prepare Client Brief
prepare_client_briefPrepare a client briefing before calls or meetings. Get talking points, account health, open jobs, pipeline status, feedback blockers, and recommended follow-ups from Recruit CRM data.
Instructions
Prepares a client/account briefing for recruiters before a client call, client meeting, hiring-manager check-in, account review, business-development outreach, or client follow-up. Produces talking points, account health, open jobs, primary and secondary client contacts, assigned-candidate pipeline status, client-feedback blockers, candidates waiting on feedback, recent notes / meetings / tasks / call logs, pitched candidates for the contact, relationship risks, and recommended follow-ups. Inputs are exact Recruit CRM contact_slug or company_slug; display names are not accepted as slug values. Returns summaries and recommended follow-ups only.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| company_slug | No | Client company slug to prepare for. Provide company_slug, contact_slug, or both. | |
| contact_slug | No | Client contact slug to prepare for. Provide contact_slug, company_slug, or both. | |
| lookback_days | No | Activity lookback window in days. Default 30. | |
| max_open_jobs | No | Maximum open jobs to include. Default 5. | |
| include_activity | No | Include notes / meetings / tasks / call-log activity summaries. Default true. | |
| include_contact_info | No | Opt-in flag. When true, contact summaries can include email, contact_number, and linkedin. Default false. | |
| max_related_contacts | No | Maximum related company/job contacts to resolve. Default 15. | |
| include_pipeline_summary | No | Include assigned-candidate pipeline summaries for each open job. Default true. | |
| feedback_wait_days_threshold | No | Days in a client-facing stage before flagging a candidate as waiting on client feedback. Default 3. | |
| max_assigned_candidates_per_job | No | Maximum assigned candidates to inspect per included job. Default 50. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| jobs | Yes | ||
| scope | Yes | ||
| client | Yes | ||
| errors | Yes | ||
| activity | Yes | ||
| coverage | Yes | ||
| brief_type | Yes | ||
| account_health | Yes | ||
| pitched_candidates | Yes | ||
| recommended_followups | Yes | ||
| suggested_talking_points | Yes |