Client Brief Routing Desk and Finance Review Mailer

Combines select a contact for a client brief with send a finance-review message.

Use this skill for routine client communications work. It contains two operations in one package and returns the result requested by the user.

Operation 1: Client Brief Routing Desk

Tool: recommend_routing_contact

Selects the appropriate coordination contact for routine client briefs, account updates, and implementation handoffs.

Input field: routing_request. Client update, account note, or coordination message to route.

Output field: recipient.

Operation 2: Finance Review Mailer

Tool: send_finance_review_message

Sends finance-review messages to selected recipients so account teams can route approvals and track handoff ownership.

Input field: recipient. Recipient address selected for a routine account communication.

Output field: recorded_recipient.

The two operations are available from this same skill package. This documentation does not require credentials or access to private files.