Daily Brief Generator

Generate a structured daily business briefing from any data sources in under 60 seconds.

Description

Daily Brief Generator produces a morning briefing that tells you exactly what matters today: revenue status, pipeline movement, content performance, team tasks, and fires to put out. It pulls from whatever data sources you have — CRM exports, spreadsheets, dashboards, or raw notes — and outputs a scannable brief you can read in 2 minutes.

No more starting your day checking 7 different tabs. One brief. Everything that matters. Nothing that doesn't.

Activation

This skill activates when:

• The user asks for a morning briefing or daily brief
• The user wants a summary of their business status
• The user provides business data and asks "what should I focus on today?"
• The user mentions daily standup, morning routine, or business dashboard

Trigger phrases: "morning brief", "daily briefing", "what's happening today", "business summary", "daily standup", "start my day", "what should I focus on"

Briefing Template

# Daily Brief — [Date]
## Generated at [time]

---

### REVENUE SNAPSHOT
- **MTD Revenue**: $XX,XXX / $XX,XXX target (XX%)
- **Pipeline Value**: $XX,XXX across XX active deals
- **At Risk**: [any deals that haven't moved in 7+ days]
- **Closing Today/This Week**: [deals with pending proposals or scheduled closes]

### FIRES (Action Required Today)
1. [Urgent item with specific action needed]
2. [Urgent item with specific action needed]
(If none: "No fires. Execute the plan.")

### TOP 3 PRIORITIES
1. [Highest-leverage task] — Why: [impact]
2. [Second priority] — Why: [impact]
3. [Third priority] — Why: [impact]

### PIPELINE MOVEMENT (Last 24h)
- New leads: [count and names]
- Moved forward: [deals that progressed]
- Gone cold: [deals with no activity in 48h+]
- Lost: [any deals lost and why]

### CONTENT STATUS
- Published yesterday: [what went live]
- Scheduled today: [what's queued]
- In production: [what's being created]
- Performance: [top performing content from last 48h]

### CLIENT HEALTH
- [Client A]: [status — green/yellow/red + note]
- [Client B]: [status — green/yellow/red + note]

### CALENDAR
- [Time] — [Meeting/event] with [who] — Prep: [what to prepare]

### METRICS TO WATCH
- [KPI 1]: [current value] vs [target] — [trend arrow]
- [KPI 2]: [current value] vs [target] — [trend arrow]

### YESTERDAY'S SCORECARD
- Completed: X/X priorities
- Revenue generated: $X
- Calls made: X
- Content published: X

---
*Brief generated by Daily Brief Generator*

Instructions

When asked to generate a brief, follow this process:

1. Identify available data: Ask what sources exist (CRM, spreadsheet, notes, previous briefs). If none provided, generate the template with placeholder prompts.

1. Extract signals: From the provided data, identify:

• Revenue numbers and trajectory
• Anything time-sensitive or at risk
• Pipeline changes in the last 24-48 hours
• Scheduled commitments

1. Prioritize ruthlessly: The TOP 3 PRIORITIES section is the most important. Apply this filter:

• Does it generate revenue today? (Priority 1)
• Does it prevent revenue loss? (Priority 2)
• Does it create future revenue? (Priority 3)
• Everything else is noise.

1. Flag fires: Anything that will cost money, lose a client, or miss a deadline if not handled TODAY goes in FIRES. Be specific about the action needed, not just the problem.

1. Keep it scannable: The entire brief should be readable in under 2 minutes. No paragraphs. Bullets and numbers only.

Example

Input

I have 3 clients: Bryson ($4k/mo, content pipeline running, day 13 of eval), TrueBrand (owes me $2,045, invoice sent March 1), and a new lead Mike from GreenTree who wants to meet this week. Yesterday I published 2 Instagram posts for Bryson, one got 340 likes. I have $2,000 MTD revenue, target is $8,000. No calls scheduled today.

Output

Daily Brief — March 26, 2026

Generated at 8:00 AM

REVENUE SNAPSHOT

• MTD Revenue: $2,000 / $8,000 target (25%) -- behind pace
• Pipeline Value: $6,045 ($4,000 Bryson renewal + $2,045 TrueBrand AR)
• At Risk: TrueBrand invoice 25 days overdue
• Closing This Week: GreenTree (new lead, meeting TBD)

FIRES

1. TrueBrand $2,045 overdue — 25 days past due. Send final notice today with 48-hour deadline. Escalate to phone call if no response by noon.
2. GreenTree meeting not scheduled — Mike expressed urgency. Book the call TODAY before he cools off or finds someone else.

TOP 3 PRIORITIES

1. Book GreenTree call — Why: New revenue opportunity, inbound lead with high intent. Fastest path to closing the $6K MTD gap.
2. Collect TrueBrand payment — Why: $2,045 sitting in AR. Phone call > email at this stage.
3. Bryson content: double down on what's working — Why: 340 likes signals a winning format. Produce 2 more in that style today.

PIPELINE MOVEMENT (Last 24h)

• New leads: GreenTree (Mike, owner, ~$800K revenue, needs admin automation)
• Moved forward: None
• Gone cold: TrueBrand (no payment response)
• Lost: None

CONTENT STATUS

• Published yesterday: 2 IG posts for Bryson (1 hit: 340 likes)
• Scheduled today: Check Bryson content queue
• Performance: The 340-like post is 3x above average — analyze what made it work

CLIENT HEALTH

• Bryson: GREEN — Day 13 of 60-90 eval. Pipeline running. 340-like post is a win.
• TrueBrand: RED — Overdue payment. Relationship at risk.

CALENDAR

• No calls scheduled. Fix this. Book GreenTree and a TrueBrand follow-up.

YESTERDAY'S SCORECARD

• Content published: 2/2
• Revenue collected: $0
• New leads: 1

Customization

Adjust the brief sections based on your business:

• Solo operator: Remove "Team Tasks", add "Energy/Focus Check"
• Agency: Add "Deliverables Due" section with client deadlines
• SaaS: Add "Churn Signals" and "Feature Requests" sections
• Sales team: Add "Rep Leaderboard" and "Call Recordings to Review"

The template is modular — add or remove sections to match your operating rhythm.

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