菜单
Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or is in their first session.
Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business."
Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.
Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. Use when the user says "make the content," "generate the posts," "create the assets," "turn this into a campaign," or hands off an approved brief for execution.
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
| name | daily-briefing |
| description | Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day". |
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.
┌─────────────────────────────────────────────────────────────────┐
│ 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 │
└─────────────────────────────────────────────────────────────────┘
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.
Connect your tools to supercharge this skill:
| Connector | What It Adds |
|---|---|
| Calendar | Today's meetings with attendees, times, and context |
| CRM | Open pipeline, deals closing soon, overdue tasks, stale deals |
| Unread from opportunity contacts, emails waiting on replies | |
| Enrichment | Overnight signals: funding, hiring, news on your accounts |
No connectors? No problem. Tell me your meetings and deals, and I'll create your briefing.
# Daily Briefing | [Day, Month Date]
---
## #1 Priority
**[Most important thing to do today]**
[Why it matters and what to do about it]
---
## Today's Numbers
| Open Pipeline | Closing This Month | Meetings Today | Action Items |
|---------------|-------------------|----------------|--------------|
| $[X] | $[X] | [N] | [N] |
---
## Today's Meetings
### [Time] — [Company] ([Meeting Type])
**Attendees:** [Names]
**Context:** [One-line: deal status, last touch, what's at stake]
**Prep:** [Quick action before this meeting]
### [Time] — [Company] ([Meeting Type])
**Attendees:** [Names]
**Context:** [One-line context]
**Prep:** [Quick action]
*Run `call-prep [company]` for detailed meeting prep*
---
## Pipeline Alerts
### Needs Attention
| Deal | Stage | Amount | Alert | Action |
|------|-------|--------|-------|--------|
| [Deal] | [Stage] | $[X] | [Why flagged] | [What to do] |
### Closing This Week
| Deal | Close Date | Amount | Confidence | Blocker |
|------|------------|--------|------------|---------|
| [Deal] | [Date] | $[X] | [H/M/L] | [If any] |
---
## Email Priorities
### Needs Response
| From | Subject | Received |
|------|---------|----------|
| [Name @ Company] | [Subject] | [Time] |
### Waiting On Reply
| To | Subject | Sent | Days Waiting |
|----|---------|------|--------------|
| [Name @ Company] | [Subject] | [Date] | [N] |
---
## Suggested Actions
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*
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.
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
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
Say "quick brief" or "tldr my day" for abbreviated version:
# 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]
Say "wrap up my day" or "end of day summary" after your last meeting:
# 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]