Localized reading guide

daily-briefingPurpose, usage and source

Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefing", "what's my day", "what's on my plate today", "prep my day", "start my day", "morning rundown", or on a schedule.

Source retrieved: 2026-10-29

Source repository: anthropics/knowledge-work-plugins
SKILL.md: sales/skills/daily-briefing/SKILL.md
Repository stars: 34,049
Repository updated: 2026-10-30
Categories: Business
Last collected: 2026-10-31 10:38 UTC+08:00

License: License file needs review

Source SKILL.md

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

How the upstream workflow works

Daily Briefing

Rules (apply to every step of this skill): Work silently between tool calls and batch independent reads. When the user asks for an action (update a record, send an email, post to chat, book a meeting), take it through the connector. When the skill suggests a change the user did not ask for, show the change and its evidence and let the user decide. Permissions live in each connector's own settings (allow, ask or block per tool): never add a restriction the connector does not impose, and never refuse an action the user asked for on the plugin's own authority.

Upstream passage · L6 ↗

Tools used

No tool is required. That is the pattern: the briefing an Outlook-and Excel org gets from an uploaded book and a calendar export is a complete deliverable - the same skill, thinner inputs.

Upstream passage · L19 ↗

Flow

Check which tools are connected (plus any org facts the user or the project instructions already gave). Meetings: today's events, externals identified, matched to crm (or book file) accounts. Per meeting: who, live context, what changed since last touch, one suggested focus. If every calendar call is refused with a permission error, say plainly at the TOP of the briefing that calendar is unavailable and the org's admin needs to enable it (Google Workspace admin for Google Calendar; Microsoft Entra consent or the Claude org's Microsoft 365 tool settings for Outlook); keep the connect-your-calendar tile, never render an empty meetings row as if the day were free, and do not retry in a loop.

Upstream passage · L33 ↗

Upstream passage · ↗

tiers:
  files-only:   briefing from uploaded book + calendar export/paste
  read-only:    live calendar + crm + email reads; transcript context
  gated-writes: posting or emailing the briefing to a destination the user names or set the schedule up with, within connector permissions; other actions hand off to the skills that make changes (update-opportunity, log-activity and others), which act on the user's request within connector permissions

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Pinned source: Read the original ↗
Source retrieved: 2026-10-29T09:32:23Z
Source commit: 2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256: 2ff4943356a8a7fd5e4d3fdb22719a1070b588c1f72375cd2d2804b2bdd49e78

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