Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Slack History Query

Goal

Answer "when did I last…" and "show my meetings…" questions from Slack with a clean timeline view. Context matters — people ask these questions when preparing for calls or catch-ups.

Intent Patterns

Last Interaction with a Contact

Triggered when contact_name is extracted from the message.

• Search contacts by name (partial match, case-insensitive)

• Search recent meetings where title or summary mentions the contact name

• Show contact profile header + last meeting details

Response format:

• Section: Full Name — Title at Company (if contact found in CRM)

• Section: Last Meeting: Meeting Title — Day, Mon DD

• Section (italic): truncated meeting summary (max 300 chars)

• Context: "N more meetings in the past week" (if applicable)

• Divider + link to full contact profile

No interaction found: "I couldn't find any recent interactions with [name]. Check the name or try their full name."

Meeting Schedule Query

Triggered when message contains: "meetings this week", "meetings today", "meetings tomorrow", "upcoming meetings", "next week"

• Fetch meetings for the relevant time window

• Filter for upcoming (future) vs. this week (all)

• Show list of up to 8 meetings with time and attendee count

Response format:

• Header: "Upcoming Meetings (N)" or "This Week's Meetings (N)"

• Bullet list: • Meeting Title — Tue, Jan 15 2:30 PM (N attendees)

• Context: "N more. View calendar" link if >8 meetings

No meetings: "No upcoming meetings scheduled." or "No meetings found this week."

General Recent Activity

Triggered when no specific contact is named and not a schedule query.

• Fetch last 5 meetings + last 5 activities from the past 7 days

• Merge and sort by date descending

• Show unified timeline

Response format:

• Section: "Recent Activity (Past 7 Days):"

• Bullet list (up to 8 items):

• Meetings: :calendar: Meeting Title — Tue, Jan 15

• Activities: :clipboard: Activity Type — Subject — Jan 15

No activity: "No recent activity found this week."

Data Sources

• Meetings: execute_action("list_meetings", { owner: slack_user_id, days_back: 7 })

• Contacts: execute_action("search_contacts", { query: contact_name })

• Activities: execute_action("list_activities", { owner: slack_user_id, days_back: 7 })

Date Formatting

• Meeting dates: new Date(start_time).toLocaleDateString('en-US', { weekday: 'long', month: 'short', day: 'numeric' })

• Schedule view: include time — { weekday: 'short', month: 'short', day: 'numeric', hour: 'numeric', minute: '2-digit' }

• Activity dates: short format — Mon Jan 15

Response Constraints

• Maximum 8 items in any timeline/list view

• Meeting summaries: truncate to 300 characters

• Attendee count: show as "(N attendees)" not raw number

• Sort all timeline items by date descending (most recent first)

• For upcoming meetings filter: use start_time > now comparison

• Always include link to /calendar for schedule queries

Error Cases

• No meetings in period: Context-appropriate plain text ("No meetings found this week." vs "No upcoming meetings scheduled.")

• Contact not in CRM: Show meeting history anyway if meetings mention the name, without the contact profile block

• No activities or meetings: "No recent activity found this week."