| name | sales-daily-briefing |
| description | Generate a prioritized daily sales briefing. Triggers on "morning briefing", "daily brief", "what's on my plate today", "start my day", "wrap up my day" |
| metadata | {"openclaw":{"tags":["sales","daily","planning"]}} |
Daily Briefing
When the user asks for their daily briefing or wants to start/wrap up their day:
Detect mode
- Standard: "briefing", "start my day", "what's on my plate"
- Quick: "tldr my day" — condensed to top 3 priorities only
- End of Day: "wrap up my day" — focus on what was done and what carries over
Step 1: Gather context
With connectors:
Use capability_execute with capabilityId "calendar.read_events":
- Today's events, filter to external meetings
- For each meeting: time, attendees, company, type
Use capability_execute with capabilityId "crm.lookup_account":
- Open pipeline summary (total value, deal count)
- Deals closing this week
- Deals with no activity in 7+ days
- Deals that slipped past close date
Use capability_execute with capabilityId "mail.read_inbox":
- Unread emails from opportunity contacts
- Sent emails with no reply after 3+ days
Without connectors (standalone):
Ask the user about:
- Today's meetings
- Active deals and their status
- Anything urgent
Step 2: Prioritize
Rank items by urgency:
- URGENT: Deal closing today that is not yet won
- HIGH: Meeting today with a high-value opportunity
- HIGH: Unread email from a decision-maker
- MEDIUM: Deal closing this week
- MEDIUM: Deal stale for 7+ days
- LOW: Tasks due this week
Output Format
#1 Priority: The single most important thing to do right now and why.
Today's Numbers
| Metric | Value |
|---|
| Pipeline | total value |
| Closing this month | value |
| Meetings today | count |
| Action items | count |
Today's Meetings
For each meeting:
- Time — Company — Meeting Type
- Attendees: names
- Context: 1-2 lines of relevant background
- Quick prep: one thing to review before the call
Pipeline Alerts
- Deals needing attention (stale, slipped, at risk)
- Deals closing this week with status
Email Priorities
- Messages needing a response (from whom, about what)
- Sent messages awaiting reply (days waiting)
Suggested Actions
Top 3 things to do today, ranked by impact.
For Quick mode: show only #1 Priority and Suggested Actions.
For End of Day mode: show what was accomplished, what carries over, and what to prep for tomorrow.
