— name: daily-briefinging description: "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." — # 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 “`markdown # 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: “`markdown # 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: “`markdown # 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 1. **Connect your calendar first** — Biggest time saver 2. **Add CRM second** — Unlocks pipeline alerts 3. **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