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daily-briefing

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English
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Translation

Chinese

Daily Sales Briefing

销售每日简报

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.
清晰了解今日最重要的事项。你只需告知相关信息，该Skill即可运行；若连接你的各类工具，功能将更加丰富。

How It Works

工作原理

┌─────────────────────────────────────────────────────────────────┐
│                      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               │
└─────────────────────────────────────────────────────────────────┘
┌─────────────────────────────────────────────────────────────────┐
│                      DAILY BRIEFING                              │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone)                                       │
│  ✓ 你告知我：今日会议、关键客户、优先级事项         │
│  ✓ 我来整理：当日优先级行动计划             │
│  ✓ 输出：易浏览的2分钟简报                          │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + 日历：自动获取今日会议及参会人员          │
│  + CRM：销售管道提醒、任务、客户跟进状态                     │
│  + 邮箱：关键客户的未读邮件、待回复邮件          │
│  + 信息Enrichment：客户账户的夜间动态信号               │
└─────────────────────────────────────────────────────────────────┘

Getting Started

快速上手

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.
当你运行该Skill时，我会向你询问所需信息：
未连接日历时：
"你今日有哪些会议？（直接粘贴日历内容或列出即可）"
未连接CRM时：
"你本周重点跟进哪些客户？有没有需要特别关注的？"
已连接工具时： 我会自动提取所有信息并为你展示简报。

Connectors (Optional)

可选连接器

Connect your tools to supercharge this skill:
ConnectorWhat It Adds
CalendarToday's meetings with attendees, times, and context
CRMOpen pipeline, deals closing soon, overdue tasks, stale deals
EmailUnread from opportunity contacts, emails waiting on replies
EnrichmentOvernight signals: funding, hiring, news on your accounts
No connectors? No problem. Tell me your meetings and deals, and I'll create your briefing.
连接你的工具以增强该Skill的功能：
连接器新增功能
日历今日会议的时间、参会人员及相关背景
CRM待跟进销售管道、近期即将成交的客户、逾期任务、停滞的客户
邮箱潜在客户的未读邮件、待回复的邮件
Enrichment夜间动态信号：客户账户的融资、招聘、新闻动态
没有连接器？ 没关系。告诉我你的会议和客户信息，我会为你生成简报。

Output Format

输出格式

markdown
undefined
markdown
undefined

Daily Briefing | [Day, Month Date]

每日简报 | [星期, 月 日]

#1 Priority

优先级TOP 1

[Most important thing to do today] [Why it matters and what to do about it]
[今日最重要事项] [重要性及行动建议]

Today's Numbers

今日数据概览

Open PipelineClosing This MonthMeetings TodayAction Items
$[X]$[X][N][N]
待跟进销售管道本月即将成交金额今日会议数待办事项
$[X]$[X][N][N]

Today's Meetings

今日会议

[Time] — [Company] ([Meeting Type])

[时间] — [公司] ([会议类型])

Attendees: [Names] Context: [One-line: deal status, last touch, what's at stake] Prep: [Quick action before this meeting]
参会人员: [姓名] 背景: [一句话：客户跟进状态、上次沟通内容、本次会议关键点] 准备事项: [会议前的快速准备动作]

[Time] — [Company] ([Meeting Type])

[时间] — [公司] ([会议类型])

Attendees: [Names] Context: [One-line context] Prep: [Quick action]
Run 
call-prep [company]
for detailed meeting prep
参会人员: [姓名] 背景: [一句话背景] 准备事项: [快速准备动作]
Run 
call-prep [company]
for detailed meeting prep

Pipeline Alerts

销售管道提醒

Needs Attention

需要重点关注

DealStageAmountAlertAction
[Deal][Stage]$[X][Why flagged][What to do]
客户跟进阶段金额提醒原因行动建议
[客户][阶段]$[X][标记原因][行动建议]

Closing This Week

本周即将成交

DealClose DateAmountConfidenceBlocker
[Deal][Date]$[X][H/M/L][If any]
客户预计成交日期金额成交信心阻碍因素
[客户][日期]$[X][H/M/L][如有]

Email Priorities

邮箱优先级

Needs Response

需要回复

FromSubjectReceived
[Name @ Company][Subject][Time]
发件人主题接收时间
[Name @ Company][Subject][Time]

Waiting On Reply

待对方回复

ToSubjectSentDays Waiting
[Name @ Company][Subject][Date][N]
收件人主题发送时间等待天数
[Name @ Company][Subject][Date][N]

Suggested Actions

建议行动

  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

---
  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

---

Execution Flow

执行流程

Step 1: Gather Context

步骤1：收集信息

If connectors available:
1. Calendar → Get today's events
   - Filter to external meetings (non-company attendees)
   - Pull: time, title, attendees, description

2. CRM → Query your pipeline
   - Open opportunities owned by you
   - Flag: closing this week, no activity 7+ days, slipped dates
   - Get: overdue tasks, upcoming tasks

3. Email → Check priority messages
   - Unread from opportunity contact domains
   - Sent messages with no reply (3+ days)

4. Enrichment → Check signals (if available)
   - Funding, hiring, news on open accounts
If no connectors:
Ask user:
1. "What meetings do you have today?"
2. "What deals are you focused on? Any closing soon or needing attention?"
3. "Anything urgent I should know about?"

Work with whatever they provide.
已连接连接器时：
1. 日历 → 获取今日活动
   - 筛选外部会议（非公司内部参会人员）
   - 提取：时间、标题、参会人员、会议描述

2. CRM → 查询你的销售管道
   - 你负责的待跟进潜在客户
   - 标记：本周即将成交、7天以上无跟进、跟进日期延后的客户
   - 提取：逾期任务、即将到来的任务

3. 邮箱 → 检查优先级邮件
   - 潜在客户域名的未读邮件
   - 发送后3天以上未收到回复的邮件

4. Enrichment → 检查动态信号（若可用）
   - 待跟进客户的融资、招聘、新闻动态
未连接连接器时：
询问用户：
1. "你今日有哪些会议？"
2. "你重点跟进哪些客户？有没有近期即将成交或需要特别关注的？"
3. "有没有我需要了解的紧急事项？"

基于用户提供的信息进行处理。

Step 2: Prioritize

步骤2：优先级排序

Priority ranking:
1. URGENT: Deal closing today/tomorrow not yet won
2. HIGH: Meeting today with high-value opportunity
3. HIGH: Unread email from decision-maker
4. MEDIUM: Deal closing this week
5. MEDIUM: Stale deal (7+ days no activity)
6. LOW: Tasks due this week

Select #1 Priority:
- If meeting with >$50K deal today → prep that
- If deal closing today → focus on close
- If urgent email from buyer → respond first
- Else → highest-value stale deal
Priority ranking:
1. URGENT: Deal closing today/tomorrow not yet won
2. HIGH: Meeting today with high-value opportunity
3. HIGH: Unread email from decision-maker
4. MEDIUM: Deal closing this week
5. MEDIUM: Stale deal (7+ days no activity)
6. LOW: Tasks due this week

Select #1 Priority:
- If meeting with >$50K deal today → prep that
- If deal closing today → focus on close
- If urgent email from buyer → respond first
- Else → highest-value stale deal

Step 3: Generate Briefing

步骤3：生成简报

Assemble sections based on available data:

1. #1 Priority — Always include (even if simple)
2. Today's Numbers — If CRM connected, otherwise skip
3. Today's Meetings — From calendar or user input
4. Pipeline Alerts — If CRM connected
5. Email Priorities — If email connected
6. Suggested Actions — Always include top 3 actions
Assemble sections based on available data:

1. #1 Priority — Always include (even if simple)
2. Today's Numbers — If CRM connected, otherwise skip
3. Today's Meetings — From calendar or user input
4. Pipeline Alerts — If CRM connected
5. Email Priorities — If email connected
6. Suggested Actions — Always include top 3 actions

Quick Mode

快速模式

Say "quick brief" or "tldr my day" for abbreviated version:
markdown
undefined
Say "quick brief" or "tldr my day" for abbreviated version:
markdown
undefined

Quick Brief | [Date]

Quick Brief | [Date]

#1: [Priority action]
Meetings: [N] — [Company 1], [Company 2], [Company 3]
Alerts:
  • [Alert 1]
  • [Alert 2]
Do Now: [Single most important action]

---
#1: [Priority action]
Meetings: [N] — [Company 1], [Company 2], [Company 3]
Alerts:
  • [Alert 1]
  • [Alert 2]
Do Now: [Single most important action]

---

End of Day Mode

当日总结模式

Say "wrap up my day" or "end of day summary" after your last meeting:
markdown
undefined
Say "wrap up my day" or "end of day summary" after your last meeting:
markdown
undefined

End of Day | [Date]

End of Day | [Date]

Completed:
  • [Meeting 1] — [Outcome]
  • [Meeting 2] — [Outcome]
Pipeline Changes:
  • [Deal] moved to [Stage]
Tomorrow's Focus:
  • [Priority 1]
  • [Priority 2]
Open Loops:
  • [Unfinished item needing follow-up]

---
Completed:
  • [Meeting 1] — [Outcome]
  • [Meeting 2] — [Outcome]
Pipeline Changes:
  • [Deal] moved to [Stage]
Tomorrow's Focus:
  • [Priority 1]
  • [Priority 2]
Open Loops:
  • [Unfinished item needing follow-up]

---

Tips

小贴士

  1. Connect your calendar first — Biggest time saver
  2. Add CRM second — Unlocks pipeline alerts
  3. Even without connectors — Just tell me your meetings and I'll help prioritize
  1. 先连接日历 — 最能节省时间
  2. 再连接CRM — 解锁销售管道提醒功能
  3. 即使没有连接器 — 只需告诉我你的会议信息，我也会帮你排序优先级

Related Skills

相关Skill

  • call-prep — Deep prep for any specific meeting
  • call-follow-up — Process notes after calls
  • account-research — Research a company before first meeting
  • call-prep — 为特定会议提供深度准备内容
  • call-follow-up — 通话后处理会议记录
  • account-research — 首次会议前的公司调研