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MicrosoftKnown publishermicrosoft/cat-agent-skills/submissions/finance-for-cowork/skills/exec-update/SKILL.md

exec-update

Skill101 starsChanged 17 days agoMITView on GitHub

Compresses content you already have into an executive-ready update: strict TL;DR / Key numbers / Risks / Ask structure, ~150 words, answer first. Use when the user asks to "turn this into an exec update", "summarize this for my VP", "make this leadership-ready", "give me a TL;DR for the CFO", or "compress this into a status note". Do NOT use for assembling an update from your own recent activity, org-wide announcements, long-form reports (use docx), or analysis that does not exist yet.

1 other project uses a version of this.

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The file

We split this skill into the rules it gives an agent

5 rules. About 0 are common, 3 are distinctive, and 2 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈3

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 2

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    If the user names a person, resolve them with me_profile-SearchPeople.

    line 35
  2. Very specific:

    Never construct an email address from a name pattern: If resolution returns multiple plausible matches, present them with …

    line 39
  3. Distinctive:

    If the ask is genuinely unclear, ask once: decision, awareness, or escalation?

    line 58
  4. Distinctive:

    No unquantified hedging — "70% confident" beats "appears likely"

    line 70
  5. Distinctive:

    Never fabricate: Every number, name, date, and claim must come from the source material or a tool result — never from inference or memory.

    line 114

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Executive Update

Turns working material into a tight update sized for a senior leader's inbox. Trims narrative, never substance — load-bearing numbers and critical caveats always survive the cut.

When NOT to Use

  • Recurring status updates gathered from your own recent work (weekly progress, "what did my team ship") → outside this skill's scope. The distinction is the input: this skill compresses material you already have; it does not assemble an update from your activity.
  • Voice-matched ghostwriting ("write it the way I would") → outside this skill's scope
  • Peer-level notes (teammate to teammate) — just write it directly, no structure needed
  • Broad team announcements, all-hands, or org-wide comms → outside this skill's scope
  • Generating analysis that doesn't exist yet — build it first (xlsx, Power BI), then use this
  • Long-form documents — this produces a short update, not a report → use docx

Workflow

1. Resolve the audience — never assume

If the user names a person, resolve them with me_profile-SearchPeople. If they say "my manager", "my director", or "my skip-level", use me_profile-GetManagerDetails. If they name a role with no person ("the CFO", "finance leadership"), search the directory before asking.

Never construct an email address from a name pattern. If resolution returns multiple plausible matches, present them with core-AskUserQuestion; if it returns nothing, draft inline and say the recipient wasn't found.

Adapt to seniority: the more senior the audience, the shorter the update and the earlier the ask.

2. Read the source

Source may be inline text, a file in input/, or a recent email or Teams thread. If the user refers to "that thread", "what I just sent", or "the numbers from this morning", look it up with m365_search-SearchM365, outlook-GetMessage, or m365_teams-ListChatMessages — don't ask them to paste it.

3. Extract what's load-bearing

  • Numbers anchored to context — a figure with its comparison, delta, or timeframe
  • Risks — specific and named, never generic ("vendor SLA slipped twice in Q3", not "execution risk")
  • The implicit ask — what does this leader need to do, decide, or simply know?

If the ask is genuinely unclear, ask once: decision, awareness, or escalation?

4. Draft in the four-part structure

  • TL;DR — 1-2 sentences carrying the "so what"
  • Key numbers — 3-5 bullets, one number per bullet, each with context
  • Risks / watch-items — what could change the picture
  • Ask — the specific action or decision needed; label "FYI" when purely informational

Style rules (blocking):

  • Lead with the answer, not the setup
  • No unquantified hedging — "70% confident" beats "appears likely"
  • Active voice, concrete verbs (landed, slipped, recovered, accelerated)
  • Cap the body at ~150 words; tight beats comprehensive

5. Deliver

User saysAction
nothing about deliveryInline draft in chat. Do not create a draft or send.
"draft it" / "save a draft"outlook-CreateDraftMessage — draft only, never send
"send it"Confirmation gate: preview the exact recipient, subject, and body, get explicit confirmation from the user, and only then call outlook-SendEmailWithAttachments. Never send without that confirmation.
"don't send" / "let me review"Inline or draft only — this instruction stays in force for the rest of the task

Output Format

Plain text the user can copy, in the four-part structure. No preamble, no "here's your update" — lead directly with the TL;DR. Note the word count so they can see it cleared the cap.

Example

Source: "Q3 came in at 4.2M vs 4.5M plan. Enterprise renewals were slow, two deals pushed to Q4. Pipeline for Q4 looks like 5.1M but one deal is 40% of it. Might need more SE coverage."

Output:

TL;DR — Q3 landed at $4.2M, 7% under plan, on two enterprise renewals that slipped to Q4. Q4 coverage looks adequate but concentrated.

Key numbers

  • Q3 revenue $4.2M vs $4.5M plan (−$0.3M, −7%)
  • Two enterprise renewals slipped, both now forecast in Q4
  • Q4 pipeline $5.1M
  • One deal represents 40% of that pipeline

Risks — Q4 depends on a single deal closing; SE coverage is thin on the slipped renewals.

Ask — Approve two additional SE allocations for Q4, or confirm we carry the concentration risk.

(98 words. Note what survived: every number kept its comparison, and the vague "might need more SE coverage" became a specific, decidable ask.)

Guardrails

  • Never fabricate. Every number, name, date, and claim must come from the source material or a tool result — never from inference or memory. If the material is thin, say what's missing and leave a clearly marked gap rather than padding. Do not invent a figure to complete a bullet.
  • Surface contradictions rather than smoothing them over.
  • Never strip a critical caveat to hit the word count — trim narrative instead.
  • Never evaluate an individual's performance, even by implication. Report project outcomes and deliverables, not people.
  • Default to not sending. An explicit do-not-send instruction outranks any send default, and stays in force for the remainder of the task.
  • Confirm before any irreversible action. Sending is irreversible — always preview and confirm the recipient first, since a misrouted executive update cannot be recalled.
  • Confidential or sensitive source material stays in the draft you hand back — never forward it onward without being asked.

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