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Your reps regularly pick up accounts they don’t deeply know — new territory assignments, handoffs during reorgs, renewals owned by a different rep last quarter, support escalations that need historical context fast. Today, getting up to speed means digging through CRM, listening to call recordings, scrolling email, and asking around in Slack. Most reps don’t have time and walk in cold, asking the customer questions that have already been answered. Account Research on Demand gives any rep a complete picture in one question — pulled from every source, delivered where your team works.

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Data Sources

CategoryRequiredRecommended
CRM✓
Calls✓
Email + Calendar✓
Messaging✓
Starter (required only): a useful brief covering account record, key contacts, deal history, and the last few calls’ highlights. Full (required + recommended): the same brief, plus important context such as recent email threads, calendar history, and any Slack flags from your team. Same workflow — significantly more depth. See the Customer Context Graph for how each source feeds the brief.

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Choose your path

PathBest forOutput is delivered
Build in ClearskiesTeams whose daily surface is SlackTo Slack DMs or channels (today)
Build in Claude or ChatGPTTeams whose daily surface is Claude or ChatGPT, or RevOps testing before deployIn the Claude or ChatGPT conversation

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Build in Clearskies

For teams whose daily surface is Slack. Deploy a Slack command any rep can use to pull a complete brief on any account, anytime — delivered to Slack, on demand.

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The Workflow

In the Clearskies app, open the workflow builder and describe what you want in plain language: 
When someone types /research [account] in Slack, generate a complete
account brief using the Clearskies Context Graph. Include account
summary, deal history, key contacts, recent themes across our
conversations, open items, and anything noteworthy or at risk. Post
the brief in the same channel where the command was run.
The app configures the trigger (Slack slash command), the data pulled (your connected sources), and the destination (the channel where the command runs). Review and refine before deploying.

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Deploy to Slack

Once deployed, any rep can type /research Acme in Slack and see this in the channel: 
Account Brief — Acme Corp
Generated for @daniel · 2:47 PM

Summary
B2B logistics platform, 800 employees, San Mateo. Customer since
Q3 2024. Current ARR $180K on the core platform. Expansion conversation
active for the analytics module ($90K). Renewal: May 30.

Relationship history
Landed via outbound from then-AE Maria after a webinar download in
August 2024. Sarah Kim (Director of RevOps) drove the buying decision.
First-year usage: strong adoption in the core product, slower uptake
on reporting features. CSM Jenna ran a successful health check in Q1.

Key contacts
• Sarah Kim — Champion. Director of RevOps. Three years at Acme. Strong
  advocate. Brought us into the analytics conversation.
• Mark Chen — Economic buyer. VP Sales. Engaged on the original deal,
  quiet for the last 9 days. Last touchpoint: May 1 demo recap.
• David Park — New stakeholder. Director of Sales Ops, joined Acme three
  weeks ago. First call with him May 12.

Recent themes
Analytics module evaluation has been the main conversation thread for
6 weeks. Security review came up on May 6 — legal is asking about data
retention and residency. Procurement may want to weigh in.

Open threads
• Pricing one-pager sent May 7, no reply from Sarah's internal forward
  on May 9.
• AE Daniel flagged in Slack May 10 that legal raised data residency
  questions. No update in CRM.
• 30-day pilot for the analytics module discussed but not confirmed.

The one thing
Confirm whether Mark Chen is still the economic buyer or whether David
Park's arrival changes the decision path. Both renewal and expansion
hang on this answer.

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Customize the rollout

  • Choose who receives briefs (per-rep DM, team channel, manager or CSM cc)
  • Tailor the sections to your team’s standard (handoff brief vs. renewal brief vs. support brief)
  • Adjust the brief depth and tone (quick overview, deep dive, executive summary)
  • Add risk signals your team cares about — champion silence, stakeholder changes, sentiment shifts

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Build in Claude or ChatGPT

For teams whose daily surface is Claude or ChatGPT — sales leaders working in either, or RevOps testing the workflow before deploying it to the team. Output appears in your conversation.

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The Prompt

Open Claude or ChatGPT with the Clearskies MCP connected and paste this (or modify to your needs). Replace the account name with your own. 
Using the Clearskies Context Graph, give me a complete rundown on Acme.

Cover:
- What the account is and how we got here
- Key contacts and what we know about each
- Recent themes across our conversations
- Open items or unresolved threads
- The one thing I should know before my next interaction with them

Be direct. Flag anything noteworthy or at risk.
Claude or ChatGPT returns a brief structured like the Slack example above, generated from your data and formatted as a chat response. Refine the prompt to fit how your team works accounts.

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Make it yours

  • Add Focus on the upcoming renewal in 60 days to anchor the brief on a specific moment.
  • Add Compare what's in CRM to what's actually happened to surface hygiene gaps.
  • Add Generate a one-page handoff summary I can share with my team to make it forwardable.

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The Skill (Claude)

The clearskies:account-brief skill in the Clearskies plugin for Claude runs the same workflow on demand: account summary, relationship history, key contacts, recent themes, open threads, and the one thing most worth knowing — all from your Context Graph.

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Trigger phrases

  • “Give me a brief on [account]”
  • “Tell me about [account]”
  • “What do I know about [account]“

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Customize it for your team

  • Match the brief sections to how your team thinks about accounts
  • Add the risk signals your team cares about
  • Layer in handoff, renewal, or support framing depending on context
Want this packaged for your team? Reach out and we’ll help you customize the skill to your workflow.

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The Plugin

Ready to make this part of your team’s workflow? We’ll set up the Clearskies plugin with you — Clearskies workflows, Claude skills, all tailored to how your team works. Book 15 minutes →

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Next steps

  1. Sign in to Clearskies
  2. Connect your data sources
  3. Get your Clearskies MCP server and try with Claude or ChatGPT