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Localized reading guide

account-researchPurpose, usage and source

Research a company using Common Room data. Triggers on 'research [company]', 'tell me about [domain]', 'pull up signals for [account]', 'what's going on with [company]', or any account-level question.

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
partner-built/common-room/skills/account-research/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
research
Last collected

License: License file needs review

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Research a company using Common Room data. Triggers on 'research [company]', 'tell me about [domain]', 'pull up signals for [account]', 'what's going on with [company]', or any account-level question.

How the upstream workflow works

Step 0: Load User Context (Me)

Before researching any account, fetch the Me object from Common Room. This provides: The user's profile, title, role, and Persona in CR The user's segments ("My Segments") Default all queries to the user's own segments unless the user explicitly asks for a broader view. This keeps results scoped to their territory.

Upstream passage · L10 ↗

Step 1: Identify the Interaction Pattern

Determine what the user actually needs before deciding how much data to fetch: Pattern 1 — Full Overview: "Tell me about Datadog" / "Summarize cloudflare.com" → Fetch the full field set and produce a structured briefing. Pattern 2 — Targeted Question: "Who owns the Snowflake account?" / "Is acme.io showing buying signals?" / "What's the employee count for notion.so?" → Fetch only the relevant field(s). Return a direct, concise answer — do not produce a full brief for a simple question. Pattern 3 — Sparse Data: "Tell me about tiny-startup.io" → If Common Room has limited data for an account, say so honestly: "There is limited information available for this account." Never speculate or fill gaps with generic statements.

Upstream passage · L18 ↗

Step 2: Look Up the Account

Search Common Room for the account by domain or company name. Exact match first; if no result, try partial match and confirm with the user before proceeding.

Upstream passage · L33 ↗
Upstream passage · ↗
## [Company Name] — Account Overview (Limited Data)

**Data available:** [List exactly what Common Room returned]

[Present only the returned fields]

**Web Search**
[Findings from web search — or "No significant recent news found"]

**Note:** Common Room has limited data on this account. The account may need enrichment in Common Room.

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

Quality Standards

Scores must always be raw values or percentiles — never categorical labels For targeted questions, answer precisely and don't over-deliver

Upstream passage · L129 ↗

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
66288f1275c427efeea6de62ca0679874195e1c01d2ff5c3b32269f53614571a
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