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daily-briefing

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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:

ConnectorWhat It Adds
CalendarToday's meetings with attendees, times, and context
CRMOpen pipeline, deals closing soon, overdue tasks, stale deals
EmailUnread from opportunity contacts, emails waiting on replies
EnrichmentOvernight 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

  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

Source

git clone https://github.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/daily-briefing/SKILL.mdView on GitHub

Overview

Get a clear view of today's priorities with a concise briefing. It works with whatever you tell me and becomes richer when you connect Calendar, CRM, and Email. The briefing surfaces top meetings, deals, and action items to keep you on track.

How This Skill Works

In Always mode, it uses the meetings, priorities, and deals you provide to create a 2-minute, scannable briefing. When you connect Calendar, CRM, and Email, it auto-pulls today’s meetings, pipeline health, unread messages, and enrichment signals for a richer, action-oriented briefing.

When to Use It

  • Start your day with a prioritized action plan based on today’s meetings and key deals.
  • You haven’t connected tools yet and want to share meetings and priorities manually.
  • You have Calendar, CRM, and Email connected to pull context like attendees, pipeline health, and unread messages.
  • You need a concise, 2-minute briefing to prep for back-to-back calls.
  • Trigger the briefing at morning prep times using phrases like 'morning briefing' or 'start my day'.

Quick Start

  1. Step 1: Tell me today's meetings and priorities (or connect Calendar, CRM, and Email).
  2. Step 2: If connected, the briefing pulls data automatically; otherwise input your meetings and deals manually.
  3. Step 3: Trigger the briefing with 'morning briefing', 'daily brief', 'what's on my plate today', 'prep my day', or 'start my day' to generate the 2-minute briefing.

Best Practices

  • Provide a complete list of today’s meetings and top priorities for accurate planning.
  • Keep inputs concise so the 2-minute briefing remains scannable.
  • Link Calendar, CRM, and Email to unlock richer context and alerts.
  • Review action items and pre-work before meetings using the Prep notes.
  • Use call-prep and call-follow-up commands to close the loop.

Example Use Cases

  • A rep kicks off the day with a 2-minute briefing highlighting the top deal closing this month and today’s meetings.
  • An AE uses pipeline alerts to decide which calls to prioritize first.
  • Unread emails from key accounts appear in the briefing, guiding outreach before the first touch.
  • A manager reviews which deals are closing this week to align the team.
  • A BDR benefits from enrichment signals showing funding or hiring updates on target accounts.

Frequently Asked Questions

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