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

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.

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]

[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

Closing This Week

Email Priorities

Needs Response

Waiting On Reply

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

• 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