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               │
└─────────────────────────────────────────────────────────────────┘

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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.

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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.

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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

[Action] — [Why now]
[Action] — [Why now]
[Action] — [Why now]



Run call-prep [company] before your meetings
Run call-follow-up after each call

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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

CRM → Query your pipeline
   - Open opportunities owned by you
   - Flag: closing this week, no activity 7+ days, slipped dates
   - Get: overdue tasks, upcoming tasks

Email → Check priority messages
   - Unread from opportunity contact domains
   - Sent messages with no reply (3+ days)

Enrichment → Check signals (if available)
   - Funding, hiring, news on open accounts

If no connectors:

Ask user:
"What meetings do you have today?"
"What deals are you focused on? Any closing soon or needing attention?"
"Anything urgent I should know about?"

Work with whatever they provide.

Step 2: Prioritize

Priority ranking:
URGENT: Deal closing today/tomorrow not yet won
HIGH: Meeting today with high-value opportunity
HIGH: Unread email from decision-maker
MEDIUM: Deal closing this week
MEDIUM: Stale deal (7+ days no activity)
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 Priority — Always include (even if simple)
Today's Numbers — If CRM connected, otherwise skip
Today's Meetings — From calendar or user input
Pipeline Alerts — If CRM connected
Email Priorities — If email connected
Suggested Actions — Always include top 3 actions

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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]

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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]

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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

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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