Exec Brief

Exec Brief

One page an executive can absorb in the elevator: who, why now, where we stand, and the one thing to do in the room.

Prerequisites

conversation_intelligence requires at least one connected meeting or email source; account_research, contact_research, and conversation_intelligence consume AI credits. If no conversation data exists, build from research and note that the "where we stand" view is research-based only, pointing the user to their ZoomInfo admin.

Input

Provided via $ARGUMENTS:

• Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via search_companies.
• The exec and the meeting (recommended) — who is being briefed, the meeting's purpose, and the attendees, so the one-pager is framed for their role.

Workflow

1. Resolve the account (and key attendees, if named). Use ZoomInfo IDs directly, or resolve via search_companies / search_contacts.
2. Gather, then compress. Run account_research (company + deal context) and account-scoped conversation_intelligence (recent state, open threads, commitments) in parallel. Run contact_research only for attendees the user named or that research surfaces as the key deal contacts; if no attendees are known, ask before spending contact_research credits rather than researching the whole account. Keep CI scoped to the account; it sees only the last few engagements.
3. Write for an exec. Ruthlessly compress to one page. Lead with why this account matters and why now. Give the exec the single most useful thing to do or say, and the landmines to avoid. Cut firmographic detail that does not change how they show up. Every line earns its place; attribute the relationship claims.

Output Format

Exec brief — [Company]

Bottom line (2-3 sentences) — who they are, why this meeting matters, and where the relationship stands right now.

Where we stand — 2-3 bullets on the deal/relationship state and what is currently open (from CI + research).

In the room — the attendees in one line each: name, role, and what they care about.

Your move — the one thing for the exec to do or say to move this forward.

Landmines — one or two things to avoid (a sore point, a competitor, an unresolved issue), each with a reason.

Keep the whole thing to roughly one page. If a section has nothing high-signal, drop it rather than padding.

When there is no data

If conversation data is unavailable, build the one-pager from research and state that the current-state view is not grounded in recent conversations.