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Generate a prioritized daily sales briefing from meetings, CRM, and email.
The materials indicate this is primarily a prompt-only daily/sales briefing skill that can operate without connectors, secrets, or remote endpoints, so the overall risk is low. The README mentions optional calendar/CRM/email connections, but it does not specify integration methods, permission scope, or egress endpoints, so those extensions warrant attention but do not justify a high-risk rating based on the current evidence.
The materials explicitly state that no keys or environment variables are required. Although the README mentions optional Calendar/CRM/Email connections, there is no indication that this skill itself requests or stores credentials; based on the provided evidence, there is no clear sign of credential collection, exposure, or abuse.
The system flags it as prompt-only and the objective metadata says there are no remote endpoint hosts. The README only describes that information can be pulled automatically when external tools are connected, but it does not list any concrete egress targets or standalone network behavior; from the current materials, there is no evidence that this skill itself sends user data to unknown endpoints.
As a prompt-only skill, the materials do not indicate local process spawning, script execution, shell access, or requests for system-level capabilities. The `call-prep [company]` text appears to be a workflow hint or linked-skill example rather than evidence of local code execution.
In standalone mode it only handles meetings, deals, and priorities that the user voluntarily provides, so access is limited. However, the README explicitly mentions optional Calendar, CRM, Email, and Enrichment connections to auto-pull meetings, opportunities, emails, and account signals. That is a normal data-access pattern for this type of skill and deserves attention regarding scope after connection, but the materials do not show signs of excessive authorization.
Positive signals include that it is open-source on GitHub and flagged as open-source by the system, with code available for audit in anthropics/knowledge-work-plugins, which lowers risk. Caution remains because no license is declared, community adoption is 0 stars, and maintenance status is unknown, so supply-chain confidence is moderate and the repository contents and update activity should be reviewed before use.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "daily-briefing" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/sales/skills/daily-briefing/SKILL.md 2. Save it as ~/.claude/skills/daily-briefing/SKILL.md 3. Reload skills and tell me it's ready
Using my meetings today, three key client follow-ups, and pending emails, create a morning briefing ranked by priority and tell me the top three things I should do first this morning.
A sales morning brief ranked by urgency and importance, including meeting reminders, client follow-ups, and action recommendations.
I have two client meetings this afternoon. Based on the client names, recent communication history, open items, and my sales goals, create a pre-meeting briefing and tell me what to emphasize in each meeting.
A background summary for each client meeting, open issues, recommended talking points, and clear meeting goals.
Help me start my day: combine my calendar, important inbox items, and current priorities to generate a daily brief and point out risks that could affect deal progress.
An actionable daily briefing summarizing today’s schedule, key tasks, risk alerts, and the recommended order of execution.
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
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