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In the video — Brittney, an account executive, preps for a first call: who the customer is, what they’re building, their spend, the risks. A skill she built pulls it together in minutes; after the call, a second skill turns the transcript into the follow-up work.
Follow along to set up
If you haven’t set up Cowork yet, start with Get started in three steps, then Customize Cowork for connectors and skills.
To dive deeper into Claude Cowork, take the full Intro to Claude Cowork course.
The skill is what turns a one-line prompt into a full account brief — it tells Claude what you’d want to know walking into a first call, which tools have it, and how to lay the brief out. The Sales plugin ships with an account-research skill already built. You install it, point it at your tools, and tell Claude to tailor it to your company.
Install and set it up:
account-research skill, built on how a working sales team uses it.With the plugin installed and your tools connected, tell Claude to tailor the skill to your company — your systems, the signals that matter, and the brief format you read fastest:
Claude walks you through what information to pull, which connected tools to look through, and how you want the brief laid out, then rewrites the skill to match. Once the skill is built, try running it on an account you already know, compare what comes back to how you’d write it on your own, and tell Claude to fix anything it missed.
The skill is set up and your tools are connected. Now, the morning of a first call, open Cowork, type /, pick the account-research skill, and name the account:
Claude reads from every connected source at once and writes one brief to your working folder — spend trajectory, the stakeholder map, what they’ve adopted, open deals, and the risk signals worth knowing before you’re in the room. You walk in with real context, so the first conversation is about strategy instead of getting oriented.
After the meeting you prepped for, come back to the same Cowork session, where your account context is still loaded. The Sales plugin’s call-summary skill reads the call transcript and turns it into your follow-up work.
Set it up the way you set up account research in step 1: customize it to the follow-up you actually send — your action items, an internal message for the team, a customer follow-up. Once it’s tailored, type / and run it:
From the transcript, Claude drafts three pieces:
This setup fits any role that walks into a meeting needing more context than they have:
The setup is the same every time:
Claude does the gathering. The judgment about what to do with it is yours.