Playbooks

Who to contact today

A morning brief that ranks the accounts where something just happened, so your reps know where to start.

Your reps have more accounts than they can work in a day. This playbook reads the signals from the last 24 hours, ranks the accounts by what moved, and gives you a short list with the reason and the person to reach. Run it before standup and the team opens the day with a plan instead of a flat list.

What you need

A workspace with a few agents running, so there are signals to rank: a keyword agent, a job-update agent, a competitor agent. The skills or the MCP set these up in a few minutes. A competitor or other interaction agent also needs a watchlist of companies to watch, see Competitor radar for that setup.

The result

However you run it, you end up with the same brief:

1. Acme (3 signals today)
   Reach: Jane Doe, VP Product at Acme
   Why now: buying intent, sales efficiency

2. Widgets (2 signals today)
   Reach: John Smith, Head of Sales at Widgets
   Why now: competitor engagement

3. Globex (1 signal today)
   Reach: see account mapping
   Why now: hiring, series a

Two ways to run it

With the MCP connected, or the sillage-api skill installed, give your assistant the brief in plain language. It reads your signals, ranks the accounts, and writes the list.

Look at every signal my agents picked up in the last 24 hours. Group them by
account and rank the accounts by how much moved, counting a decision maker
joining as more important than a keyword mention. For the top five, tell me who
to contact (the person named in the signal, or the most senior contact from the
account mapping that fits my persona) and a one-line reason to reach out today.
Give me a short ranked brief, freshest accounts first, that I can read before
standup.

To narrow it, add a line like "only my EMEA accounts" or "only accounts owned by Sarah". Run it every morning, or save it as a routine.

Make it yours

  • Change the weights so the ranking matches what your team acts on first.
  • Send the brief somewhere instead of the console: an email before standup, or a Slack message.
  • Filter to one segment or one rep's accounts before you rank, so each person gets their own list.
  • Keep the last run's timestamp and pass it as detection_start_date, so the brief never repeats itself.

Next steps

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