Daily Briefing
Start the day with a two-minute, prioritized sales action plan from meetings, deals, and priorities you share—or richer pulls when calendar, CRM, and email are connected.
Overview
Daily Briefing is an agent skill for the Grow phase that produces a prioritized, scannable sales briefing for your day from your inputs and optional calendar, CRM, and email connections.
Install
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill daily-briefingWhat is this skill?
- Works standalone: you supply meetings, key deals, and priorities; agent returns a scannable ~2-minute briefing
- Supercharged path: optional calendar, CRM, email, and account enrichment when integrations exist
- Always vs supercharged diagram: core organize step runs without any connected tools
- Trigger phrases: morning briefing, daily brief, what's on my plate today, prep my day, start my day
- Scannable ~2-minute briefing output
- Standalone path plus four supercharged integration layers (calendar, CRM, email, enrichment)
Adoption & trust: 1.8k installs on skills.sh; 19.6k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You start the morning with scattered deals, meetings, and inbox noise and no single ordered list of what to do first.
Who is it for?
Founders or solo sellers who run a daily sales rhythm and want an agent to structure priorities before meetings.
Skip if: Teams that need full CRM replacement, automated mass outreach, or non-sales daily standups without a revenue focus.
When should I use this skill?
User says morning briefing, daily brief, what's on my plate today, prep my day, or start my day for sales-focused day prep.
What do I get? / Deliverables
You get a concise daily sales briefing with prioritized actions you can scan in about two minutes before calls and follow-ups.
- Prioritized daily sales briefing
- Scannable action plan for the day
Recommended Skills
Journey fit
Daily sales prioritization sits in Grow because it compounds pipeline momentum and follow-ups after you are already selling, not in early idea or build scaffolding. Lifecycle fits recurring customer and deal touchpoints—briefings surface who to call, what is stuck, and what to close today.
How it compares
Structured morning sales prep in chat—not a calendar app, CRM, or email client by itself.
Common Questions / FAQ
Who is daily-briefing for?
Solo builders and small sellers who want a fast, prioritized view of today’s meetings, deals, and follow-ups before they work the pipeline.
When should I use daily-briefing?
At the start of a selling day in Grow—say “morning briefing” or “prep my day” with today’s meetings and priorities; optionally reuse after connecting calendar and CRM for richer pulls.
Is daily-briefing safe to install?
Review the Security Audits panel on this skill’s Prism page and only connect CRM, calendar, and email with scopes you are comfortable granting to your agent environment.
SKILL.md
READMESKILL.md - Daily Briefing
# 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 ```markdown # 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*