How do I trigger the morning briefing?

You can initiate the briefing by telling Claude phrases like 'morning briefing', 'daily brief', 'what's on my plate today', or 'start my day'.

Can I get a summary of my progress at the end of the day?

Yes, you can trigger 'End of Day Mode' by saying 'wrap up my day' to see a summary of completed meetings, pipeline changes, and open loops for tomorrow.

What tools can I connect to supercharge this skill?

This skill is most effective when connected to your Calendar (for meetings), CRM (for pipeline data), and Email (for unread priority messages).

Do I need a CRM to use the Daily Sales Briefing skill?

No, the skill works in standalone mode where you can manually provide your meetings and priorities, though connecting a CRM unlocks automated pipeline alerts and deal health tracking.

Daily Sales Briefing

Name: Daily Sales Briefing
Author: anthropics

byanthropics

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8,000

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Productivity & Workflow

Generates a prioritized daily agenda and sales pipeline overview by synthesizing calendar events, CRM data, and email priorities.

The Daily Sales Briefing skill is designed for sales professionals and knowledge workers to streamline their morning routine by providing a clear, actionable view of the day's most important tasks. It organizes meetings, identifies high-value deal risks, and highlights urgent communications into a scannable two-minute briefing. By integrating with external tools or processing manual inputs, the skill ensures that users focus on the right opportunities at the right time, offering specialized modes for quick updates or end-of-day summaries to keep the sales pipeline moving efficiently.

Key Features

01Automated pipeline alerts for stale deals, closing opportunities, and overdue tasks.

02Integrated calendar summaries with attendee context and meeting preparation suggestions.

03Flexible execution modes including 'Quick Brief' for speed and 'End of Day' for wrap-ups.

04Email priority tracking for unread messages and follow-ups from key account contacts.

05Prioritized action plans that identify the single most important task for the day.

068,000 GitHub stars

Use Cases

01Pipeline health monitoring to flag deals that have lacked activity for over seven days.

02Daily workflow documentation to track completed meetings and set priorities for the following day.

03Morning routine optimization to identify which meetings and deals require the most focus.

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add anthropics/knowledge-work-plugins daily-briefing

For use in Claude.ai and ChatGPT

Download Skill