Purpose
Give an AI harness enough relationship context to act carefully without overloading it with private history.
When to use it
- You are about to draft outreach.
- A meeting includes stakeholders with unknown roles.
- A project depends on a person's preferences or responsibilities.
Inputs
- Person identifier
- Known roles
- Recent emails
- Meeting notes
Outputs
- Role brief
- Recent context
- Communication preferences
Steps
- Confirm the person identity and organization.
- Summarize role, current projects, recent commitments, and sensitivities.
- Separate sourced facts from inferred preferences.
- List stale or missing context.
Quality checks
- The brief distinguishes known facts from inferred tone preferences.
- Sensitive personal details are excluded unless directly needed.
Failure modes
- Two people with similar names are merged.
- Old context is treated as current.
Privacy notes
- Use the brief for action support, not profiling.
- Keep private preference notes out of external messages.
Example prompt
Create a context brief for this person for the purpose of drafting a meeting follow-up. Separate facts, inferred preferences, and stale context.
Example structured output
{"person":"Lee","role":"Ops lead","recentContext":["Asked for v2 by Friday"],"preferences":{"confidence":"low","notes":["Prefers short summaries"]}}