Morning briefing: tasks + email + follow-ups
Morning summary: tasks, emails, follow-ups, priorities
| What | Path |
|---|---|
| Tasks | $PM_PATH/pm_tasks_master.csv |
| Leads | $CRM_PATH/relationships/leads.csv |
| People (CRM) | $CRM_PATH/contacts/people.csv |
| Email script | $GOOGLE_TOOLS_PATH/read_emails.py |
import pandas as pd
from datetime import date
today = str(date.today())
tasks = pd.read_csv('$PM_PATH/pm_tasks_master.csv')
# Deadline today
deadline_today = tasks[tasks['deadline'] == today]
# In progress
in_progress = tasks[tasks['status'] == 'in_progress']
# Hot tasks (not done)
hot_tasks = tasks[(tasks['priority'] == 'hot') & (tasks['status'] != 'done')]
# Top by priority score
tasks_sorted = tasks[tasks['status'].isin(['todo', 'in_progress'])].sort_values(
'priority_score', ascending=False
)
leads = pd.read_csv('$CRM_PATH/relationships/leads.csv')
leads_today = leads[leads['next_action_date'] == today]