weekly-account-review

weekly-account-review is a skill for Claude Code from sdaluga/claude-cowork-playbook. It costs 71 tokens per session (1,059 once invoked), scanned A, original, MIT.

A scheduled review that examines a portfolio of customer accounts and produces one prioritised list of actions, with the reasoning for each item.

In plain words
What is it for?
Use it for a Monday review, to decide what to work on during the week, or to find accounts that have gone quiet.
Why use it?
It brings together recent conversations, emails, pipeline data, and unfinished commitments so quiet or neglected accounts are easier to spot.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter. Also seen: reads .claude/ paths.

Good fit Use it for a Monday review, to decide what to work on during the week, or to find accounts that have gone quiet.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/sdaluga/claude-cowork-playbook/weekly-account-review
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add sdaluga/claude-cowork-playbook --skill weekly-account-review
Clone the repo
git clone --depth 1 https://github.com/sdaluga/claude-cowork-playbook

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for weekly-account-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/sdaluga/claude-cowork-playbook/weekly-account-review/github.svg)](https://agentmods.dev/skills/sdaluga/claude-cowork-playbook/weekly-account-review)
Your own site
<a href="https://agentmods.dev/skills/sdaluga/claude-cowork-playbook/weekly-account-review"><img src="https://agentmods.dev/badge/skills/sdaluga/claude-cowork-playbook/weekly-account-review/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for weekly-account-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/sdaluga/claude-cowork-playbook/weekly-account-review"><img src="https://agentmods.dev/badge/skills/sdaluga/claude-cowork-playbook/weekly-account-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 71 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,059 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00071 $0.01059
Opus 5 $0.00036 $0.00530
Sonnet 5 $0.00014 $0.00212
Haiku 4.5 $0.00007 $0.00106

Measured 12d ago against content hash 0abf1917a09e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

weekly-account-review scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

cowork/skills/weekly-account-review/SKILL.md · 73 lines

How it starts

The opening of the file, as written. The whole thing — 73 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Weekly Account Review

Produce one prioritised list of what to do this week across a portfolio, with the reasoning visible so the user can disagree with a specific line rather than the whole thing.

This skill is built to run unattended as a scheduled task. That means: never ask a clarifying question. Make the most reasonable interpretation, state the assumption at the top of the output, and proceed.

Inputs

Expect a portfolio folder with one subfolder per account. If the structure is different, adapt — Glob first, describe what you found, and work with it.

Look for, in each account:

  • Call notes and meeting summaries (most recent first)
  • Email threads or exports
  • Pipeline or CRM extracts
  • Anything with a date in the filename

Method

Work through this in order. Do not skip to the list.

1. Build the clock. For each account, find the date of the most recent genuine customer interaction — not an internal note, not an automated notification. Rank the portfolio by that date, oldest first. Silence is the single most reliable signal in account work and the easiest one to miss.

2. Find the open loops. Search the material for commitments that were made and not visibly closed: "I'll send", "we'll get back to you", "let me check with", "by end of week". Each unclosed loop is an action, and it belongs to whoever made the commitment.

3. Find the changes. For the top accounts by value, run one web search each for news in the last 30 days — leadership changes, earnings, acquisitions, layoffs, a new strategic initiative. Cite anything you use. Skip this step entirely if web access is unavailable; say so rather than guessing.

4. Score, then sort. Rank every candidate action on:

  • Reversibility — will waiting a week make this materially harder to fix?
  • Value at stake — the deal or renewal amount actually exposed.
  • Effort — a 20-minute email outranks a two-day workshop at equal value.

An action that is urgent, high-value, and cheap goes first. Say so explicitly when something scores high on all three; that is the one thing the user must not miss.

Read the full file on GitHub · 73 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 73 lines · 71 tokens per session scan A 0abf1917a09e

Subscribe to this mod's changes

weekly-account-review is a skill published in the GitHub repository sdaluga/claude-cowork-playbook (2 stars, last pushed 15d ago), licensed MIT. It adds 71 tokens to every session and 1,059 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.