Daily briefing

Daily Briefing

Morning summary: tasks, emails, follow-ups, priorities

When to use

• "good morning" / "morning"
• "what's today?"
• "daily briefing"
• "start of day"
• At the beginning of work day

Paths

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

How to execute

Step 1: Read tasks

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
)

Step 2: Check leads follow-ups (source of truth for sales)

leads = pd.read_csv('$CRM_PATH/relationships/leads.csv')
leads_today = leads[leads['next_action_date'] == today]

Step 3: Check CRM follow-ups

try:
    people = pd.read_csv('$CRM_PATH/contacts/people.csv')
    followups = people[people['next_followup_date'] == today]
except:
    followups = pd.DataFrame()

Step 4: Check inbox

cd $GOOGLE_TOOLS_PATH
python3 read_emails.py 10

Step 5: Output format

## Good Morning! Daily Briefing for [DATE]

### Inbox ([N] unread)
| From | Subject | Preview |
|------|---------|---------|
| ... | ... | ... |

### Deadline TODAY
| Task | Project | Description |
|------|---------|-------------|
| ... | ... | ... |

### In Progress
| Task | Project | Description |
|------|---------|-------------|
| ... | ... | ... |

### Hot Tasks (Top 5)
| Score | Task | Description | Note |
|-------|------|-------------|------|
| ... | ... | ... | ... |

### Leads Follow-ups TODAY (source of truth)
| Lead | Next Action | Stage |
|------|-------------|-------|
| ... | ... | ... |

### CRM Follow-ups TODAY
| Person | Company | Note |
|--------|---------|------|
| ... | ... | ... |

### Recommended to Start
**[Task name]**
- Project: [project_id]
- Description: [description]
- Why: highest priority_score / blocking others / deadline approaching

Priority logic

1. Deadline today - must do
2. Blocking others - unblocks team
3. Highest priority_score - calculated importance
4. In progress - finish what started

Quick command

For Claude to run daily briefing:

1. Read this skill
2. Execute all steps
3. Format output
4. Ask: "Ready to start with [top task]?"

Task completion rule

IMPORTANT: If during briefing user says a task is already done, or you discover from email/context that a task was completed:

1. Mark it done immediately (status=done, last_updated=today, update notes)
2. Suggest follow-up if applicable (invoice -> check payment, email -> check reply)
3. Re-show updated briefing without the completed task

See pm-done skill for full logic and auto-follow-up rules.

Related skills

• pm-done - Mark task done + follow-up
• show-today - Tasks only (no email/crm)
• email-read - Email only
• query-leads - CRM details
• weekly-review - Weekly review