daily-briefing

name daily-briefing description Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day". Daily Sales Briefing Get a clear view of what matters most today. This skill works with whatever you tell me, and gets richer when you connect your tools. How It Works ┌─────────────────────────────────────────────────────────────────┐ │ DAILY BRIEFING │ ├─────────────────────────────────────────────────────────────────┤ │ ALWAYS (works standalone) │ │ ✓ You tell me: today's meetings, key deals, priorities │ │ ✓ I organize: prioritized action plan for your day │ │ ✓ Output: scannable 2-minute briefing │ ├─────────────────────────────────────────────────────────────────┤ │ SUPERCHARGED (when you connect your tools) │ │ + Calendar: auto-pull today's meetings with attendees │ │ + CRM: pipeline alerts, tasks, deal health │ │ + Email: unread from key accounts, waiting on replies │ │ + Enrichment: overnight signals on your accounts │ └─────────────────────────────────────────────────────────────────┘ Getting Started When you run this skill, I'll ask for what I need: If no calendar connected: "What meetings do you have today? (Just paste your calendar or list them)" If no CRM connected: "What deals are you focused on this week? Any that need attention?" If you have connectors: I'll pull everything automatically and just show you the briefing. Connectors (Optional) Connect your tools to supercharge this skill: Connector What It Adds Calendar Today's meetings with attendees, times, and context CRM Open pipeline, deals closing soon, overdue tasks, stale deals Email Unread from opportunity contacts, emails waiting on replies Enrichment Overnight signals: funding, hiring, news on your accounts No connectors? No problem. Tell me your meetings and deals, and I'll create your briefing. Output Format # Daily Briefing | [Day, Month Date] --- ## #1 Priority **[Most important thing to do today]** [Why it matters and what to do about it] --- ## Today's Numbers | Open Pipeline | Closing This Month | Meetings Today | Action Items | |---------------|-------------------|----------------|--------------| | $[X] | $[X] | [N] | [N] | --- ## Today's Meetings ### [Time] — [Company] ([Meeting Type]) **Attendees:** [Names] **Context:** [One-line: deal status, last touch, what's at stake] **Prep:** [Quick action before this meeting] ### [Time] — [Company] ([Meeting Type]) **Attendees:** [Names] **Context:** [One-line context] **Prep:** [Quick action] *Run `call-prep [company]` for detailed meeting prep* --- ## Pipeline Alerts ### Needs Attention | Deal | Stage | Amount | Alert | Action | |------|-------|--------|-------|--------| | [Deal] | [Stage] | $[X] | [Why flagged] | [What to do] | ### Closing This Week | Deal | Close Date | Amount | Confidence | Blocker | |------|------------|--------|------------|---------| | [Deal] | [Date] | $[X] | [H/M/L] | [If any] | --- ## Email Priorities ### Needs Response | From | Subject | Received | |------|---------|----------| | [Name @ Company] | [Subject] | [Time] | ### Waiting On Reply | To | Subject | Sent | Days Waiting | |----|---------|------|--------------| | [Name @ Company] | [Subject] | [Date] | [N] | --- ## Suggested Actions 1. **[Action]** — [Why now] 2. **[Action]** — [Why now] 3. **[Action]** — [Why now] --- *Run `call-prep [company]` before your meetings* *Run `call-follow-up` after each call* Execution Flow Step 1: Gather Context If connectors available: 1. Calendar → Get today's events - Filter to external meetings (non-company attendees) - Pull: time, title, attendees, description 2. CRM → Query your pipeline - Open opportunities owned by you - Flag: closing this week, no activity 7+ days, slipped dates - Get: overdue tasks, upcoming tasks 3. Email → Check priority messages - Unread from opportunity contact domains - Sent messages with no reply (3+ days) 4. Enrichment → Check signals (if available) - Funding, hiring, news on open accounts If no connectors: Ask user: 1. "What meetings do you have today?" 2. "What deals are you focused on? Any closing soon or needing attention?" 3. "Anything urgent I should know about?" Work with whatever they provide. Step 2: Prioritize Priority ranking: 1. URGENT: Deal closing today/tomorrow not yet won 2. HIGH: Meeting today with high-value opportunity 3. HIGH: Unread email from decision-maker 4. MEDIUM: Deal closing this week 5. MEDIUM: Stale deal (7+ days no activity) 6. LOW: Tasks due this week Select #1 Priority: - If meeting with >$50K deal today → prep that - If deal closing today → focus on close - If urgent email from buyer → respond first - Else → highest-value stale deal Step 3: Generate Briefing Assemble sections based on available data: 1. #1 Priority — Always include (even if simple) 2. Today's Numbers — If CRM connected, otherwise skip 3. Today's Meetings — From calendar or user input 4. Pipeline Alerts — If CRM connected 5. Email Priorities — If email connected 6. Suggested Actions — Always include top 3 actions Quick Mode Say "quick brief" or "tldr my day" for abbreviated version: # Quick Brief | [Date] **#1:** [Priority action] **Meetings:** [N] — [Company 1], [Company 2], [Company 3] **Alerts:** - [Alert 1] - [Alert 2] **Do Now:** [Single most important action] End of Day Mode Say "wrap up my day" or "end of day summary" after your last meeting: # End of Day | [Date] **Completed:** - [Meeting 1] — [Outcome] - [Meeting 2] — [Outcome] **Pipeline Changes:** - [Deal] moved to [Stage] **Tomorrow's Focus:** - [Priority 1] - [Priority 2] **Open Loops:** - [ ] [Unfinished item needing follow-up] Tips Connect your calendar first — Biggest time saver Add CRM second — Unlocks pipeline alerts Even without connectors — Just tell me your meetings and I'll help prioritize Related Skills call-prep — Deep prep for any specific meeting call-follow-up — Process notes after calls account-research — Research a company before first meeting