sales-daily-briefing

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:

1. URGENT: Deal closing today that is not yet won
2. HIGH: Meeting today with a high-value opportunity
3. HIGH: Unread email from a decision-maker
4. MEDIUM: Deal closing this week
5. MEDIUM: Deal stale for 7+ days
6. 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.