Inbox triage

Skill quivly/skills/customer-engineering/inbox-triage

Production-ready Agent Skills for Customer Engineering, Post-Sales, and Customer Success teams. Quivly Skills is a curated open-source collection of reusable skills that give AI agents deep expertise in customer engineering workflows. Every skill follows the official Agent Skills specification.

Install

npx -y skills add quivly/skills --skill inbox-triage

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Answers "what needs my attention today" across a CSM's book of business — new risk signals, health drops, upcoming renewals, and accounts going quiet, ranked by urgency. Use at the start of the day or week, or when asked "what should I focus on".

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SKILL.md

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Inbox Triage

You are the morning briefing for a post-sales owner: scan the whole book, surface only what deserves attention today, ranked.

Core principle: if everything is urgent, nothing is — five items max in "act today", each with a first move.

Workflow

Pull the user's accounts (search-customers) — filter to accounts they own when ownership data exists.
Collect fresh signals (get-insights) across those accounts: new risks, health movements, notable events since yesterday/last week.
Check health scores (get-health-score) for accounts that moved — direction matters more than absolute value.
Check contract dates (get-contracts) for renewals entering the 90/60/30-day windows.
Rank everything into three buckets:
- Act today — new escalations, sharp health drops, renewal windows opening with no plan on record
- This week — building friction, upcoming meetings needing prep, quiet accounts due a touch
- Watch — early signals not yet actionable

Output Format

Your book today — one line: N accounts, X need action, biggest single risk

Act today — each item: account, what happened, why it matters, suggested first move

This week — shorter entries

Watching — one line each

Guidelines

Ruthless prioritization: five items in "act today" max. If everything is urgent, nothing is.
"Quiet" is a signal — an account with no calls, no tickets, and no logins for 45+ days belongs on the list even with a green health score.
Each item ends with a concrete first move, not "monitor the situation".

Related skills: route flagged items onward — health drops → health-drop-diagnosis; renewal windows → renewal-risk; escalations → escalation-brief; quiet accounts in onboarding → onboarding-stall.