Client Briefing

How to get a full context dump for any client -- everything Coppermind knows about them in one command. Also works as a cross-client morning overview when no client is specified.

The Problem#

Before a check-in call, a strategy session, or just picking up where you left off with a client, you need to re-load context. What were the open action items? What happened at the last meeting? Where are the rocks? What is the brand voice? Gathering this manually means running five or six separate commands. /cmo-brief pulls it all together in one shot.

Two Modes#

/cmo-brief works in two modes depending on context:

Mode 1: Single-Client Deep Dive#

/cmo-brief Acme

Or, if you already have Acme active:

/cmo-brief

This produces a structured report covering everything Coppermind knows about the client:

Client Overview#

Industry, primary contact, current quarter and sprint, and how many days since your last interaction.

Last Meeting#

Date, attendees, key outcomes, and whether the follow-up email was sent. Useful for continuity -- you can see immediately what was discussed and whether anything fell through the cracks.

Open Action Items#

Organized by urgency:

• Overdue -- commitments past their expected date
• This sprint -- deliverables due in the current sprint
• Pending -- commitments without a deadline

Recent Activity (Last 14 Days)#

Decisions, facts, and notes that were captured recently. This is the "what changed since I last looked" section -- covers memories from all sources (manual, transcripts, email ingestion).

Campaign Status#

Active campaigns and recent outcomes. Pulls from campaign_outcome memories and gives you the current state of any marketing initiatives.

Upcoming#

• Next scheduled meeting (if calendar is connected)
• Sprint deadline and days remaining
• Quarter end date
• Rock pacing -- which quarterly goals are on track, behind, or ahead

Brand Voice Snapshot#

Tone, positioning, key content themes, and top stakeholders. A quick refresher so you walk into the call with the right voice in your head.

Mode 2: Cross-Client Morning Overview#

When no client is active and you run /cmo-brief without arguments, it produces a morning briefing across all your clients:

/cmo-brief

The overview includes:

Today's Meetings#

If Google Calendar is connected, shows today's meetings matched to client minds. Each meeting shows attendees and whether prep is available.

TODAY'S MEETINGS
- 10:00 Acme Corp (Sarah Chen) -- prep available, say "prep my meeting with Acme"
- 2:30 5 Star Charleston (Stephen Graham) -- no recent notes, consider catching up

Needs Attention#

Clients with overdue items, stale relationships (no interaction in 14+ days), or outstanding commitments.

NEEDS ATTENTION
- [Acme] 2 action items overdue from Sprint 3
- [Bluebell] No interaction in 18 days -- consider a check-in

This Week's Sprint Deliverables#

Current sprint deliverables across all clients, so you know what is due before the end of the sprint.

Only clients with something to report appear. Clients with no open items and no recent activity are omitted.

When to Use Each Mode#

How It Differs from Meeting Prep#

Use /cmo-brief to re-orient yourself on a client. Use /cmo-prep when you have a specific meeting coming up and need a focused brief with attendee context.

Output and Saving#

The briefing is automatically saved to the client's local Coppermind folder (if configured) as a report file:

~/Clients/Acme Corp/Coppermind/Reports/2026-03-27-acme-brief.md

Morning overviews are saved similarly with a morning-briefing filename.

After the briefing, you are prompted: "Want more detail on any section?" This lets you drill into specific areas (e.g., "Tell me more about the open commitments" or "What happened at the last meeting?").

Edge Cases#

• Brand new client with no data: Shows only the client name and configured settings, with a note that limited data is available.
• No meetings logged: The "Last Meeting" and "Next Meeting" sections are omitted entirely -- no empty placeholders.
• No calendar integration: The "Next Meeting" line is omitted from Upcoming. Sprint and quarter info still appear.
• Client with 500+ memories: The 14-day window and 20-item cap per section keep the output scannable. If more items exist, the count is noted.

Key Details#

• Sections with no data are skipped. You never see empty headers or "No data available" filler.
• Alias: /cmo-br. Shorter version of the same command.
• Total output stays under 3000 words. Designed to be read in 2-3 minutes.
• Parallel data gathering. Multiple tools run simultaneously, so the briefing generates quickly even for data-rich clients.
• Does not modify any data. This is a read-only operation.