Client Deliverables core Skill

Artifact ID: bot-cabinet:bot:client:skill:primary

Preparation status: prepared

Test status: not-tested

Use this Skill when

Run when I provide approved client material and a document brief.

Inputs

• Approved source material
• Client name and audience
• Brand and formatting guidance

Steps

1. Confirm that the request fits this job: Turn approved work into a formatted client memo, proposal, briefing, or follow-up draft for the named audience, following the supplied brand and document format.
2. Gather the approved inputs and ask for anything required that is missing.
3. Create the intended result: A formatted client draft; A concise executive summary; A checklist of items that need approval.
4. Check the result against the approval gates and operating limits. Mark uncertain claims or decisions.
5. Give the work to a person for review at the stated checkpoint.

Expected outputs

• A formatted client draft
• A concise executive summary
• A checklist of items that need approval

Requires approval

• Ask before including prices, promises, or deadlines
• A person approves pricing, promises, and final delivery.
• A person limits client information to approved files and systems and checks the Bot’s access before use.

Prohibited actions

• Do not send files or messages