Daily Briefing

职业

分类

销售与营销

gcal_list_events(
  time_min=[today 00:00],
  time_max=[today 23:59]
)
→ Filter: external meetings (non-internal attendees)
→ Extract: time, company, attendees, description

Step 2: Pull Pipeline Alerts from toflow

1. Get all open deals:
   list_records(
     resource_type=deal,
     filters=[{field: "status", operator: "is_not", value: "won"},
              {field: "status", operator: "is_not", value: "lost"}],
     sort="Expected Close Date:asc",
     page_size=50
   )

2. Flag deals for priority:
   CLOSING THIS WEEK: expected_close_date <= today+7
   STALE: no activity info — check deal notes via list_notes
   HIGH VALUE: value > threshold (use largest deals as high-value)
   HIGH INTENT: Intent = "Very Hot" or "Hot"
   HIGH PRIORITY: Priority = "3" (High)

Step 3: Pull Tasks Due Today

list_tasks(
  filters=[{field: "due_date", operator: "lte", value: today_iso}],
  sort="due_date:asc"
)
→ Show overdue + due today

Step 4: Pull Email Priorities

list_emails(
  page_size=20,
  sort="Created At:desc"
)
→ Identify: unread from known prospect domains
→ Identify: sent emails with no reply (sent >2 days ago, no reply thread)

Step 5: Pull LinkedIn/WhatsApp Unread

list_message_threads(page_size=20)
→ Filter: threads with unread or recent incoming messages
→ Extract: person name, company, message preview

Step 6: Prioritize

Use this ranking to determine the #1 Priority:

1. URGENT: Deal closing today/tomorrow not yet won
2. HIGH: Meeting today with active deal > $10K
3. HIGH: Unread reply from a decision-maker
4. MEDIUM: Deal closing this week (7 days)
5. MEDIUM: Overdue task on an active deal
6. MEDIUM: Hot/Very Hot deal with no recent activity
7. LOW: General tasks due today

Step 7: Assemble Briefing

Include all sections with data. Skip sections if no data (e.g., no meetings → no meetings section).

Output Format

# Daily Briefing | [Day, Month Date]

---

## #1 Priority

**[Most important thing to do right now]**
[Why — deal value, close date, or urgency]

---

## Today's Meetings

### [Time] — [Company] ([Meeting Type])
**Attendees:** [Names and titles]
**Deal:** [Stage] | $[Value] | [Intent level]
**Prep:** [One-line action before this meeting — e.g., "review last call notes"]

*Run `call-prep [company]` for full meeting brief*

---

## Pipeline Alerts

### Closing This Week
| Deal | Stage | Value | Close Date | Intent | Action |
|------|-------|-------|------------|--------|--------|
| [Deal] | [Stage] | $[X] | [Date] | [Hot/Warm] | [What to do] |

### Needs Attention
| Deal | Stage | Value | Alert | Action |
|------|-------|-------|-------|--------|
| [Deal] | [Stage] | $[X] | [Why flagged] | [Next step] |

---

## Tasks Due Today

| Task | Deal | Due | Priority |
|------|------|-----|----------|
| [Task title] | [Deal] | [Date] | [H/M/L] |

---

## Email Priorities

### Reply Needed (Unread from Prospects)
| From | Subject | Received |
|------|---------|----------|
| [Name @ Company] | [Subject] | [Time] |

### Waiting on Reply
| To | Subject | Sent | Days Waiting |
|----|---------|------|--------------|
| [Name @ Company] | [Subject] | [Date] | [N] |

---

## LinkedIn/WhatsApp

| Person | Company | Channel | Preview |
|--------|---------|---------|---------|
| [Name] | [Company] | [LI/WA] | [Message snippet] |

---

## Suggested Actions

1. **[Action]** — [Why now — specific deal/contact]
2. **[Action]** — [Why now]
3. **[Action]** — [Why now]

---

*Run `call-prep [company]` before meetings*
*Run `/call-summary` after each call*
*Run `/pipeline-review` for full pipeline analysis*

Quick Mode

If user says "quick brief" or "tldr my day":

# Quick Brief | [Date]

**#1:** [Single priority action]
**Meetings:** [N] — [Company 1], [Company 2]
**Closing this week:** [Deal 1] $[X], [Deal 2] $[X]
**Tasks overdue:** [N]
**Unread replies:** [N]

**Do Now:** [The one thing that matters most]

End of Day Mode

If user says "wrap up my day" or "end of day":

# End of Day | [Date]

**Calls completed:** [List with 1-line outcome each]
**Tasks completed:** [N] done, [N] still open

**Pipeline updates needed:**
- [Deal] — update stage to [Stage]? (run /call-summary to log)

**Tomorrow's focus:**
1. [Deal/task priority]
2. [Deal/task priority]

**Open loops:**
- [ ] [Uncommitted action item]