Daily Briefing

What This Skill Does

This skill provides a daily sales briefing to help users prioritize their day. It organizes meetings, key deals, and priorities into a scannable action plan. Connecting to tools like calendar, CRM, and email enriches the briefing with automated updates and relevant information.

When to Use

• Getting a quick overview of the day's meetings.
• Prioritizing tasks based on key deals.
• Identifying deals that need attention.
• Reviewing unread emails from key accounts.
• Staying informed about overnight signals on accounts.
• Creating a prioritized action plan.

Key Features

• Organizes meetings, deals, and priorities.
• Creates a scannable 2-minute briefing.
• Pulls meetings from calendar automatically.
• Provides pipeline alerts and deal health from CRM.
• Highlights unread emails from key accounts.
• Includes overnight signals on accounts.

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:

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

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]

Pipeline Alerts

Needs Attention

Closing This Week

Email Priorities

Needs Response

Waiting On Reply

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

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

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

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