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基于日程、客户与邮件信息生成优先级明确的每日销售简报。
复制安装指令，让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "daily-briefing" 技能： 1. 下载 https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/sales/skills/daily-briefing/SKILL.md 2. 保存为 ~/.claude/skills/daily-briefing/SKILL.md 3. 装好后重载技能，告诉我可以用了
请根据我今天的会议安排、3个重点客户跟进事项和待回复邮件，生成一份晨间简报，按优先级排序，并给出我上午最该先做的3件事。
一份按紧急度与重要性排序的销售晨报，包含会议提醒、客户跟进重点和行动建议。
我今天下午有两个客户会议，请根据客户名称、最近沟通记录、未完成事项和我的销售目标，生成一份会前准备简报，告诉我每场会要重点讲什么。
每场客户会议的背景摘要、待解决问题、推荐话术与明确的会议目标。
帮我开始今天：结合我的日历安排、邮件收件箱重点和当前优先事项，生成 daily brief，并指出可能影响成交推进的风险。
一份可直接执行的每日简报，概括今日安排、重点任务、风险提醒和建议处理顺序。
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
…
围绕客户问题进行多来源调研与溯源，快速整理背景并支持准确回复。
为法律相关工作快速生成每日简报、专题研究与事件应对背景摘要。