daily-briefing
Provide sales professionals with a prioritized daily action plan and pipeline overview
Best use case
daily-briefing is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Provide sales professionals with a prioritized daily action plan and pipeline overview
Teams using daily-briefing should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/daily-briefing/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How daily-briefing Compares
| Feature / Agent | daily-briefing | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Provide sales professionals with a prioritized daily action plan and pipeline overview
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Daily Sales Briefing Skill Overview The **daily-briefing** skill provides sales professionals with a prioritized action plan for their day. It operates in two modes: ## Core Functionality **Standalone mode** works with information you provide directly -- just share your meetings and key deals. The skill then organizes these into a scannable 2-minute briefing. **Supercharged mode** activates when you connect optional tools: calendar (auto-pulls meetings), CRM (surfaces pipeline alerts and tasks), email (flags priority messages), and enrichment data (overnight account signals). ## How to Trigger Use phrases like "morning briefing," "daily brief," "what's on my plate today," or "prep my day." ## Output Structure The briefing includes: - A single top priority for the day - Today's pipeline metrics - Meeting schedule with prep notes - Pipeline alerts (deals needing attention, closing soon) - Email priorities (responses needed, waiting replies) - Three suggested actions ranked by urgency ## Key Features The skill prioritizes based on deal value, meeting importance, and timeline urgency. You can request a "quick brief" for an abbreviated version or use "wrap up my day" for end-of-day summaries. **No connectors needed** -- it adapts to whatever context you provide manually.
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