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"
When the user asks for their daily briefing or wants to start/wrap up their day:
With connectors:
Use capability_execute with capabilityId "calendar.read_events":
Use capability_execute with capabilityId "crm.lookup_account":
Use capability_execute with capabilityId "mail.read_inbox":
Without connectors (standalone):
Ask the user about:
Rank items by urgency:
#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:
Pipeline Alerts
Email Priorities
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.