daily-briefing

name	daily-briefing
description	Delivers a prioritized morning summary covering today's meetings, overdue tasks, pipeline alerts, and recommended actions from Dataverse. Use when user says "what's on my plate today", "daily briefing", "morning summary", "what do I need to focus on today", "start my day", "daily digest", "today's priorities", or "what's happening today".
metadata	{"author":"Dataverse","version":"1.0.0","category":"sales-productivity"}

Daily Briefing

Sales reps lose time each morning deciding what to work on. This skill queries Dataverse to surface the day's agenda, flag urgent pipeline issues, highlight overdue commitments, and recommend a prioritized action list. It replaces manual CRM scanning with a structured, actionable daily digest.

Instructions

Step 1: Determine Scope

Accept optional parameters from the user:

• Owner filter: Specific rep (systemuserid or name) or default to current user
• Date: Today (default) or a specified date

Calculate the target date range:

• Day start: [target_date]T00:00:00Z
• Day end: [target_date]T23:59:59Z

Step 2: Fetch Today's Scheduled Meetings

SELECT appointmentid, subject, scheduledstart, scheduledend, description,
       regardingobjectid, regardingobjecttypecode, location, ownerid
FROM appointment
WHERE statecode = 0
AND scheduledstart >= '[day_start]'
AND scheduledstart <= '[day_end]'
AND ownerid = '[ownerid]'
ORDER BY scheduledstart ASC

For each appointment, fetch the regarding record name (account or opportunity) and attendees:

SELECT partyid, participationtypemask
FROM activityparty
WHERE activityid = '[appointmentid]'