daily-brief-planner（每日简要计划）

Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Daily Brief Planner

Goal

Generate a time-aware daily briefing that gives the sales rep a complete situational picture in 30 seconds or less. The briefing is not a plan (that is the Daily Focus Planner's job) -- it is a status report that answers: "Where do I stand right now?"

Research from the Harvard Business Review shows that reps who start with a structured daily overview are 27% more productive and 19% more likely to hit quota, because they avoid the "inbox drift" problem -- reacting to whatever arrives first instead of working strategically.

Why Daily Briefings Matter

The Information Asymmetry Problem

Sales reps juggle 15-30 active relationships, 5-15 open deals, and dozens of tasks. Without a structured briefing:

• 41% of selling time is spent on non-revenue activities (Salesforce State of Sales, 2024)
• Reps check 4-6 tools before their first call, wasting 30-45 minutes each morning
• Critical signals (stale deal, missed follow-up, important meeting today) get buried

The Briefing Solution

A well-structured briefing compresses 30 minutes of tool-hopping into a 30-second scan. It surfaces:

1. Time-sensitive items -- meetings happening today, tasks due today
2. Risk signals -- deals going dark, contacts not engaged
3. Momentum indicators -- deals advancing, meetings booked, tasks completed

Time-Aware Mode Design

The briefing adapts its psychology, content, and structure to the time of day. Each mode has a distinct purpose. Consult references/brief-templates.md for the full template structure, formatted examples for each mode, and special Monday/Friday templates.

Morning Mode (before 12pm) -- "Set the Trajectory"

Psychology: The rep is fresh, planning-oriented, and open to structure. This is the highest-leverage moment for the briefing because it shapes the entire day's direction.

Content priorities (in order):

1. Today's schedule -- Every meeting with time, attendees, linked deal, and a one-line prep note. Meetings are the backbone of a sales day; missing or arriving unprepared to one is the most expensive mistake.
2. Priority deals snapshot -- 3-5 deals that need attention today. Selection criteria:

- Closing this week (urgency) - Health score dropped below 60 (risk) - No activity in 7+ days (stale) - Stage advancement opportunity (momentum)

1. Contacts needing attention -- People who haven't been touched in 7+ days and are linked to active deals.
2. Tasks due today -- Grouped by priority. Overdue tasks highlighted first.
3. One-line energy boost -- A quick summary that sets a positive, focused tone.

Greeting: "Good morning! Here's your day at a glance."

Afternoon Mode (12pm-5pm) -- "Course Correct"

Psychology: The rep has been in the field for hours. Energy dips. They need a quick recalibration -- what landed, what slipped, what still needs doing before end of day.

Content priorities (in order):

1. Progress check -- Meetings completed, tasks closed, deals updated. Acknowledge momentum. Seeing progress sustains energy (the Progress Principle, Amabile & Kramer).
2. Remaining schedule -- Only what is left today. Do not repeat morning meetings.
3. Unfinished priority actions -- Tasks or follow-ups that were due by now but remain open. Flag them as "still needs your attention."
4. Emerging alerts -- Anything that changed since morning: new meeting invite, deal stage change, contact replied.
5. Re-prioritized deal list -- Recalculate based on what happened this morning. A deal that got a positive call this morning drops in urgency; one that was supposed to get a call but didn't rises.

Greeting: "Here's your afternoon check-in."

Evening Mode (after 5pm) -- "Capture and Close"

Psychology: The rep is winding down. They want closure on today and a preview of tomorrow so they can mentally detach without anxiety.

Content priorities (in order):

1. Day summary -- What got done: meetings held, tasks completed, deals touched. Quantify it ("You had 4 meetings, completed 6 tasks, and moved 2 deals forward").
2. Wins -- Any positive signals: deal advanced, meeting booked, proposal sent, reply received. Always lead with wins; it ends the day on a positive note.
3. Learnings / flags -- Things that need attention but not tonight: a deal that went dark, a contact who raised a concern, a task that slipped.
4. Tomorrow preview -- First 2-3 meetings of tomorrow, any high-priority tasks due tomorrow, and one focus area.
5. Sign-off -- A brief, encouraging close.

Greeting: "Wrapping up your day. Here's how it went."

Required Capabilities

• Calendar: To fetch today's (and optionally tomorrow's) meetings
• CRM: To fetch deal pipeline status, health scores, and contact engagement data
• Tasks: To fetch pending, due, and overdue tasks

Inputs

• meetings: from execute_action("get_meetings_for_period", {period: "today"}) and optionally {period: "tomorrow"} for evening mode
• deals: from execute_action("get_pipeline_deals", {filter: "stale"}) combined with {filter: "closing_soon"}
• contacts: from execute_action("get_contacts_needing_attention", {days_since_contact: 7})
• tasks: from execute_action("list_tasks", {filter: "today"})
• time_of_day: "morning" | "afternoon" | "evening" (derived from current time or sequence context)

Data Gathering Strategy

Parallel Fetches (all modes)

Execute these simultaneously to minimize latency:

1. execute_action("get_meetings_for_period", {period: "today"})
2. execute_action("get_pipeline_deals", {filter: "closing_soon", period: "this_week", include_health: true, limit: 10})
3. execute_action("get_contacts_needing_attention", {days_since_contact: 7, limit: 10})
4. execute_action("list_tasks", {status: "pending", filter: "today", limit: 15})

Additional Fetches by Mode

• Evening mode only: execute_action("get_meetings_for_period", {period: "tomorrow"})
• Afternoon mode: execute_action("list_tasks", {status: "completed", filter: "today"}) to show progress

Priority Deal Selection Methodology

Not all deals deserve a spot in the briefing. Use this scoring to rank. See references/priority-rules.md for the complete scoring model with worked examples, tiebreaker rules, and research backing for each weight.

Selection rules:

• Show 3-5 deals maximum. More than 5 creates decision paralysis.
• Always include at least 1 closing-soon deal if any exist.
• If fewer than 3 deals qualify, that is fine -- do not pad with low-priority deals.
• Never show a deal that was updated in the last 24 hours unless it has a meeting today.

Contact Attention Thresholds

When silence becomes dangerous depends on deal stage. See references/priority-rules.md for the full contact priority scoring model and special escalation rules.

Special escalation: If a contact is the identified champion or economic buyer on a deal closing this month, the threshold drops to 3 days.

Information Density Principles

The briefing must be scannable in 30 seconds. Apply these formatting rules:

The 3-5-1 Rule

• 3: Maximum 3 sections visible without scrolling
• 5: Maximum 5 items per section
• 1: Each item is 1 line (2 lines maximum for deals with context)

Hierarchy of Information

Each item follows: Entity Name | Key Metric | Action Signal

Examples:

• "Acme Corp ($45K) | Closing Friday | No reply since Tuesday"
• "10:00 AM - Demo with Sarah Chen (Acme) | Deal: $45K Proposal stage"
• "Follow up with James Park | Last contact: 8 days ago | Deal: TechFlow $28K"

What NOT to Include

• Meeting descriptions (too long, not useful in a scan)
• Full task descriptions (title only)
• Deal history or change log
• Contacts not linked to active deals (unless explicitly stale and valuable)

Output Contract

Return a SkillResult with data.daily_brief:

• greeting: string -- time-appropriate opening
• time_of_day: "morning" | "afternoon" | "evening"
• schedule: array of today's meetings

- time: string (formatted time, e.g., "10:00 AM") - title: string - attendees: array of strings - deal_id: string | null - deal_name: string | null - prep_note: string (one-line context, e.g., "Follow up on pricing discussion")

• priority_deals: array of 3-5 deals needing attention

- id: string - name: string - value: number - stage: string - days_stale: number - health_score: number | null - close_date: string | null - alert: string (one-line reason for inclusion)

• contacts_needing_attention: array of contacts to follow up with

- id: string - name: string - company: string - days_since_contact: number - linked_deal: string | null - suggested_action: string

• tasks: array of pending tasks for today

- id: string - title: string - priority: "high" | "medium" | "low" - due_date: string - is_overdue: boolean - deal_id: string | null

• progress: object (afternoon/evening only)

- meetings_completed: number - tasks_completed: number - deals_touched: number

• tomorrow_preview: array (evening only) of tomorrow's key meetings/priorities

- time: string - title: string - deal_name: string | null

• summary: string -- 1-2 sentence summary of the day's status
• wins: array of strings (evening only) -- positive signals from today

Response Formatting

Morning Example

Good morning! Here's your day at a glance.

SCHEDULE (4 meetings)
  09:30  Team standup
  10:00  Demo with Sarah Chen (Acme Corp - $45K Proposal)
  14:00  Discovery call with Mike Ross (NewTech - $28K Qualified)
  16:00  Internal pipeline review

PRIORITY DEALS (3)
  Acme Corp       $45K  Proposal   Closes Friday - no reply since Tue
  TechFlow Inc    $28K  Qualified  Champion went dark (9 days)
  DataBridge      $62K  Negotiation  Contract review pending

CONTACTS TO REACH (2)
  Sarah Chen (Acme)      Last contact: 4 days  Send pricing follow-up
  James Park (TechFlow)  Last contact: 9 days  Re-engage champion

TASKS DUE TODAY (3)
  [!] Send revised proposal to Acme (overdue)
  [ ] Prepare discovery questions for NewTech
  [ ] Update pipeline forecast

Evening Example

Wrapping up your day. Here's how it went.

TODAY'S RESULTS
  4 meetings held | 5 tasks completed | 3 deals touched

WINS
  Acme Corp moved to Negotiation stage
  NewTech discovery call went well - demo booked for Thursday

NEEDS ATTENTION (not tonight - tomorrow)
  TechFlow still dark - consider exec sponsor outreach
  DataBridge contract review now 2 days overdue

TOMORROW PREVIEW
  09:00  Follow-up call with Acme Corp
  11:00  Demo prep for NewTech (Thursday)
  14:00  1:1 with sales manager

Quality Checklist

Before returning the briefing, verify:

• Time mode correctly detected and greeting matches
• Schedule shows ALL today's meetings (not just the first few)
• Priority deals limited to 3-5 (never more than 5)
• Every deal has a clear "alert" reason for inclusion
• Contacts are linked to active deals (no orphan contacts)
• Tasks sorted by priority, overdue items flagged
• No section exceeds 5 items (trim to most important)
• Each item fits on 1-2 lines maximum
• Evening mode includes tomorrow preview and wins
• Afternoon mode shows progress (completed items count)
• Summary is 1-2 sentences, not a paragraph
• All entity IDs included for clickable navigation
• No fabricated data -- if a field is unknown, omit it

Error Handling

No meetings today

Show "No meetings scheduled today" in the schedule section. Do NOT skip the section -- the absence of meetings is itself useful information. Suggest: "Good day for focused pipeline work."

No deals in pipeline

Show "No active deals in pipeline" and shift emphasis to contacts and tasks. If tasks are also empty, provide a gentle prompt: "Your pipeline is clear. Consider prospecting or scheduling discovery calls."

Partial data (some fetches fail)

Build the briefing with whatever data is available. Clearly note which sections have incomplete data: "Deal health scores unavailable -- showing deals by close date only."

No tasks due today

Show "No tasks due today" but check for overdue tasks. If overdue tasks exist, surface them with emphasis: "No tasks due today, but 3 tasks are overdue."

Time of day not provided

Determine from the current timestamp. If timestamp is also unavailable, default to morning mode (the most comprehensive and safest default).

Very busy day (10+ meetings)

When schedule is overwhelming, group by time block:

• Morning block (before 12pm): X meetings
• Afternoon block (12pm-5pm): Y meetings Show the top 3 most important (by linked deal value) and summarize the rest.

Weekend / holiday

If the date is a weekend or known holiday, adjust: "It's Saturday -- here's a quick look at what's coming Monday." Fetch Monday's schedule and this week's carry-over items instead.

Stale data warning

If the most recent deal update is more than 48 hours old across the entire pipeline, add a note: "Your pipeline data hasn't been updated in 2+ days. Consider reviewing deal stages."