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 |
| 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 accountsIf 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 dealStep 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 actionsQuick 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