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Account Relationship Recap

Agent skill
1 skill

Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving. Identify the account by ZoomInfo company ID (preferred) or by name or domain (triggers a lookup). Blends accountresearch for deal and firmographic context with company-scoped conversationintelligence for what has actually been said recently. Use when someone asks "where are we with Acme", "how is the relationship trending", "recap our recent conversations with this account", or wants a relationship read before a check-in. Reasons over the last few engagements only.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Skill stats

Skills1CategoryScience & researchStars0

About this skill

Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving. Identify the account by ZoomInfo company ID (preferred) or by name or domain (triggers a lookup). Blends accountresearch for deal and firmographic context with company-scoped conversationintelligence for what has actually been said recently. Use when someone asks "where are we with Acme", "how is the relationship trending", "recap our recent conversations with this account", or wants a relationship read before a check-in. Reasons over the last few engagements only.

Quick start

  1. Copy the install prompt. Use the green button above this README.
  2. Send it to your agent. Paste it into your coding agent’s chat and send.
  3. Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
Review the source before using this skill

This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.

Automated security scan: Partial

Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.

0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: e88a508be8f4a4d16ce66767331e55c2373db71f0b255fe5d1e61c553f2d1ed6

About scan coverage and limitations

About this listing

Category
Science & research
Reported license
MIT
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Account Relationship Recap | Agent Skills Atlas