Daily Sales Briefing
Get a clear view of what matters most today.
How It Works
┌─────────────────────────────────────────────────────────────────┐
│ DAILY BRIEFING │
├─────────────────────────────────────────────────────────────────┤
│ ALWAYS (works standalone) │
│ ✓ You provide today's meetings, key deals, priorities │
│ ✓ I organize a prioritized action plan │
│ ✓ Output is a scannable 2-minute brief │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + Calendar: pull today's meetings and attendees │
│ + CRM: pipeline alerts, tasks, and deal health │
│ + Email: unread from key accounts and pending replies │
│ + Enrichment: overnight account signals │
└─────────────────────────────────────────────────────────────────┘
Prioritization Rules
- Deals closing today/tomorrow with blockers
- High-value meetings today requiring prep
- Buyer emails waiting for response
- Stale opportunities with high potential
Output Template
# Daily Briefing | [Date]
## #1 Priority
[Most important action and why]
## Today's Meetings
- [Time] [Company] - [prep action]
## Pipeline Alerts
- [Deal] - [risk] - [next action]
## Email Priorities
- [Contact] - [topic] - [needed response]
## Suggested Actions
1. [Action]
2. [Action]
3. [Action]
Run `/sales call-summary` after each major customer call.
Quick Mode
If user asks for "quick brief" or "tldr", output only:
- Top priority
- Meeting count + top 2 meeting preps
- Top 2 pipeline alerts
- Single "Do now" action
Related Skills
- call-prep
- account-research