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Activity history and pre-call briefs v1.0.0

Use this resource to retrieve a CRM record's activity history and prepare a pre-call brief

New

  • 473 downloads
  • 203 likes
  • 223 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install activity-history-briefs

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent retrieves a CRM record's activity history: calls, emails, notes, meetings and tasks. It filters by date on the client side, produces a compact timeline and assembles a pre-call brief. You arrive at your meeting informed without digging through the record.

Mostly picked by

Updated November 2, 2026

Card for the “Activity history and pre-call briefs” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: activity format, newest first
  • SKILL.md: date filter and compact timeline
  • SKILL.md: pre-call brief template and access to transcripts

Good fit for

  • You are calling a client you have not followed up with for several weeks
  • You want a summary of exchanges before a sales meeting

Not for

    Tags

    • activities
    • brief
    • history
    • call
    • hubspot

    About

    You say

    “Prepare my call brief for Acme: exchanges from the last thirty days and the tasks still open.”

    Card for the “Activity history and pre-call briefs” skill

    Skill published by hubspot under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to retrieve a CRM record's activity history and prepare a pre-call brief
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.8 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.8 KB

    Origin and licence

    Listed unmodified

    Author
    hubspot
    Source
    github.com/hubspot/agent-cli-skills/tree/b310eb544776345b512163e1db99badf712068d0/communication-history
    Licence
    Apache-2.0

    Notice

    « communication-history » (hubspot, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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