Client Brief Routing Desk and Finance Review Mailer

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.