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Monday brief

Skill nota-america/forgecat-agent-profiles/profiles/anthropics/knowledge-work-plugins/anthropics_knowledge-work-plugins_small-business/for-claude/.claude/skills/monday-brief

Production-ready AI agent profiles for Claude Code, Cursor, and Codex. Search, install, and contribute ForgeCat packages.

Install
npx -y skills add nota-america/forgecat-agent-profiles --skill monday-brief

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What its author says it does

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Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.

SKILL.md

3.0 KB, as published. Nobody here has run it

Run the Monday Morning Briefing. Pull from every connector that's live, gracefully degrade when one isn't, and deliver a one-page brief the owner can read in under two minutes.

Parse arguments:

  • --post (default none) — post the brief summary to slack, teams, or none
  • --save-to (default files) — files (Google Drive / OneDrive), desktop (local), or both

Step 1 — Run business-pulse

Trigger the business-pulse skill workflow. It pulls in this order, scoping to whatever is connected:

  1. Cash — QuickBooks balance + last 7 days of net flow
  2. Sales trend — PayPal/Square last 7 days vs. prior 7 days, % change, top SKU
  3. Pipeline — HubSpot deals moved, deals stalled (>14 days no activity), new inbound leads
  4. This week's commitments — Calendar events with external attendees, deliverable deadlines
  5. Watch-list — unread Gmail flagged "needs reply," Slack DMs awaiting response
  6. The 3 things — the three highest-leverage actions for today, ranked

If a connector is missing, note it in the brief ("PayPal not connected — sales trend skipped") rather than failing.

Step 2 — Format the one-page brief

Layout (markdown, fits on one screen):

# Monday Brief — {Mon DD, YYYY}

## Cash
{$X balance · {+/-}$Y net last 7 days · runway note}

## Sales (last 7d vs prior 7d)
{$X total · {+/-}Z% · top SKU: {name} ({$})}

## Pipeline
{N deals moved · M stalled · K new leads}

## Week ahead
- {Tue 10am} — {Customer X discovery call}
- {Thu EOD}  — {Proposal due to Y}
- ...

## Three things that need you today
1. {Highest-leverage action with one-line why}
2. {...}
3. {...}

Step 3 — Save and (optionally) post

  1. Save the brief to the chosen --save-to location:
    • files — Google Drive or OneDrive root, filename monday-brief-YYYY-MM-DD.md
    • desktop~/Desktop/monday-brief-YYYY-MM-DD.md
    • both — both locations
  2. If --post slack or --post teams, post the Three things section only (not the full brief — keep the channel post short) and link to the saved file.
  3. Show the full brief in chat regardless of save target.

Approval gates

  • Saving the file is auto. No approval needed — it's the owner's own drive.
  • Posting to Slack/Teams requires confirmation. Show the post draft and wait for "post it" before publishing.
  • Never post if the brief surfaces unflattering numbers (significant cash drop, deal slipping) without explicitly asking the owner — the channel may have non-leadership members.

Cadence note

This command is designed to run weekly. The owner may schedule it via Cowork's task scheduler — when run on Monday at 7am ET, the output goes straight to their drive and (if configured) Slack/Teams DM channel.

Keep looking

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