AI skill · Volume 2 · Workflow K2
Who buys at a key TIC account, and who in your firm reaches them?
It maps the roles on the customer's buying side against the people in your firm who reach them, by role rather than by name.
It is workflow K2 of the twelve in AI for Key Account Management, sold on its own as one AI skill file (.zip) with a two-page start-here guide. Everything it writes is a draft for a person to check.
What you give it, and what comes back.
You attach: the meeting records and correspondence you already hold.
You get back: The customer's roles, and which of your people reaches each one.
It does not: name individuals. It maps roles, as the report's privacy gate requires.
The meeting records and correspondence you already hold for the account, and the field list set by whoever holds the privacy obligation in your firm, if there is one.
One run, start to finish
What it looks like when you use it.
Run in Claude (Opus 5, high effort), in our own Claude account with the skill installed on 20 September 2026. The account and its meeting records are invented for this example, and the run is shown as it came back, unedited. Your assistant's wording will differ: AI answers change between assistants and between runs.
input · what was given to the skill
The account, invented. ApplianceExample Group. Meeting records and correspondence we already hold: a technical call in March with their quality manager; a commercial review in May with their purchasing officer; a June email from a product manager we have never met; their quality director joining a call for ten minutes in July to ask about our accreditation scope; a complaint in August handled by their quality manager. Group procurement is mentioned in two emails, never spoken to.
output · what came back
Roles only. Your records contain no personal names, so none appear here. I have not searched for anyone and have not completed any contact record.
Source for every row: the meeting records and correspondence you supplied. Year not found: the records give months only.
what to notice
No names, anywhere, and it says so in the first line. The map is built by role, and the privacy note explains where the real risk sits: not in this map, but in the obvious next move of looking up names at group procurement. The report's own exhibit is cited for the GDPR Article 14 point, and the advice is blunt — do not switch on CRM enrichment to close these gaps, get introduced instead.
The arithmetic is the other half. Two roles covered by one person, three covered by nobody, and one of those zeros is an email from a product manager that nobody appears to have answered.
The skill, or the report?
This workflow is not sold on its own. It comes with AI for Key Account Management, which sets out the method and the evidence for all twelve of its workflows, and every licence includes all twelve as ready-made skill files at no extra cost.