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daily-briefing

Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".

20,859stars2,460forksUpdated 6/16/2026

Security Assessment

Safe(100/100)
Security Score100/100

About daily-briefing

The Daily Sales Briefing skill delivers a prioritized, scannable overview of your day in under 2 minutes. It consolidates meetings, pipeline status, email priorities, and action items into a single morning briefing, helping sales professionals start each day with clarity on what matters most. The skill works standalone—simply tell it your meetings and key deals—and becomes progressively more powerful as you connect your calendar, CRM, email, and enrichment tools.

Core capabilities include meeting summaries with attendee context and pre-call prep suggestions, pipeline alerts for deals needing attention or closing soon, email prioritization highlighting messages requiring responses or awaiting replies, and a ranked action list based on urgency and impact. When integrated with external tools, the skill automatically pulls today's calendar events, surfaces CRM tasks and deal health indicators, monitors email threads from opportunity contacts, and includes overnight signals like funding announcements or hiring activity at target accounts.

This skill is designed for sales professionals, account executives, and business development representatives who manage multiple deals and meetings simultaneously. It's particularly valuable for teams juggling complex pipelines where deal context can get lost between tools, or for individual contributors who need to quickly prioritize their day without manually checking multiple systems. The briefing format integrates seamlessly with other workflow skills like call-prep for detailed meeting preparation and call-follow-up for post-meeting documentation.

FAQ

Does this skill work without connecting any external tools?

Yes, the skill works standalone. If you don't have calendar, CRM, or email connectors, simply tell the skill about your meetings and key deals when prompted, and it will generate a prioritized briefing based on that information.

What connectors can I use to enhance this skill?

You can connect Calendar (for automatic meeting pulls with attendees and times), CRM (for pipeline data, tasks, and deal health), Email (for unread messages and reply tracking), and Enrichment tools (for overnight signals like funding, hiring, or news on your accounts). Each connector adds more depth to your briefing.

How do I trigger the daily briefing?

Use phrases like 'morning briefing', 'daily brief', 'what's on my plate today', 'prep my day', or 'start my day' to activate the skill.

Can I use this skill with other workflow skills?

Yes, the briefing integrates with companion skills. Run 'call-prep [company]' before meetings for detailed preparation, and 'call-follow-up' after calls for documentation. These are referenced in the briefing output.

How long does it take to review the briefing?

The briefing is designed to be scannable in under 2 minutes, providing quick visibility into priorities, meetings, pipeline alerts, and action items without overwhelming detail.

Install daily-briefing

Download and extract the skill files to your .claude/skills/ directory.

Quick Setup:

  1. Copy the skill folder to .claude/skills/
  2. Claude will automatically detect and use the skill