daily-briefing

┌─────────────────────────────────────────────────────────────────┐
│                      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 | [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*

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

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

# 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]

# 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]