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Localized reading guide

end-of-dayPurpose, usage and source

The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says "end of day", "close out my day", "process today's calls", "EOD", or on an evening schedule. Companion bookend to daily-briefing.

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
sales/skills/end-of-day/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Business
Last collected

License: License file needs review

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

The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says "end of day", "close out my day", "process today's calls", "EOD", or on an evening schedule. Companion bookend to daily-briefing.

How the upstream workflow works

Step 1 - Ground

Check which tools are connected (plus any org facts the user or the project instructions already gave). Ground field names and stage labels from the live crm schema and org context (inferred from what is connected or uploaded; if the answer depends on a fact no one has given, ask ONE question, use the answer for this conversation and suggest adding it to the project instructions; otherwise use a clearly labeled default and continue).

Upstream passage · L32 ↗

Step 2 - Reconcile today's calls

Calendar: today's external meetings (files-only: today's rows from an uploaded calendar export, else the user's list). If every calendar call is refused with a permission error, say plainly at the TOP of the wrap 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, do not retry in a loop, never render an empty calls row as if the day had no meetings - reconcile from transcript records and the user's own list instead. Match records to meetings; a meeting with no transcript record is listed with "no recording found for this meeting". Per call, one disposition - processed or explicitly skipped:

Upstream passage · L38 ↗

Step 3 - CRM current check

For each account touched today: does the record reflect the day? Flag stale next steps, close dates contradicted by what was said, activity not yet logged. Output as proposals - each with the field, before/after, and the transcript/email citation - and apply the ones the user accepts through log-activity and update-opportunity, verified with record links. When writes are not available, or working from files: the same set as a checklist. This skill itself only reads.

Upstream passage · L61 ↗
Upstream passage · ↗
tiers:
  files-only:   wrap from pasted transcripts/notes + book rows +
                a stated meeting list; proposals as checklists
  read-only:    live calendar/transcripts/crm/email reconciliation;
                proposals as checklists
  gated-writes: none here - all writes flow through call-summary,
                log-activity, and update-opportunity, as the user
                accepts, 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

  1. 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.
  2. 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.
  3. 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.
  4. 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.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
42e0b43f6e2a623c25a4c67deb2e8b46da840dc300a06221a1fd0c90ad1e7868
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