Localized reading guide
monday-briefPurpose, usage and source
Runs the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector snapshot of cash, sales, and pipeline, and report-builder for any saved KPI reports the owner has already defined — then reads the week ahead straight from Calendar and mail and merges all three parts into a single one-page Monday document, delivered per the owner's stored output preference. Requires no connectors and degrades gracefully, building from whatever of the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), Calendar, DocuSign, Expensify, Gmail or M365, HubSpot, PayPal, Ramp, RingEx Chat, Shopify, Slack, Stripe, and TikTok Ads is connected, or from pasted and uploaded data when none are. Trigger on "Monday brief," "start my week," "what do I need to know this week," "weekly briefing," "catch me up before Monday," or when the owner schedules a recurring start-of-week update.
Source retrieved:
- Source repository
- anthropics/knowledge-work-plugins
- SKILL.md
small-business/skills/monday-brief/SKILL.md- Repository stars
- 34,049
- Repository updated
- 2026-10-30
- Categories
- Business
- Last collected
License: Apache-2.0
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
Runs the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector snapshot of cash, sales, and pipeline, and report-builder for any saved KPI reports the owner has already defined — then reads the week ahead straight from Calendar and mail and merges all three parts into a single one-page Monday document, delivered per the owner's stored output preference. Requires no connectors and degrades gracefully, building from whatever of the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), Calendar, DocuSign, Expensify, Gmail or M365, HubSpot, PayPal, Ramp, RingEx Chat, Shopify, Slack, Stripe, and TikTok Ads is connected, or from pasted and uploaded data when none are. Trigger on "Monday brief," "start my week," "what do I need to know this week," "weekly briefing," "catch me up before Monday," or when the owner schedules a recurring start-of-week update.
How the upstream workflow works
Overview
Run the Monday briefing chain. Three skills, one document. The owner should read it in under two minutes and know exactly what their week is. --post (default none) — post the summary to slack, teams, or none --save-to (default files) — files (Drive / OneDrive), desktop, or both
Step 1 — The snapshot (business-pulse)
Run business-pulse with the Monday preset — full pulse, forward-looking. In: nothing. The skill discovers its own connectors. Out: cash position, sales trend, pipeline movement, watch-list items, and the risks it flagged by name. With Shopify connected, the sales trend and any fulfillment problems come from live Shopify orders, not just the ledger. With TikTok Ads connected, the pulse adds last week's ad spend and cost per result beside the sales trend, so Monday opens with whether the paid push earned its money. With Expensify or Ramp connected, it adds last week's card spend and flags expenses missing receipts. Stripe adds failed payments and new disputes, DocuSign adds contracts sitting unsigned, and RingEx Chat plays Slack's role for RingEx shops.
Step 2 — The owner's KPI pack (report-builder)
Run report-builder in saved-report mode only. In: the current date and "Monday" as the cadence match. Out: the chat summary for every saved report whose cadence is weekly or Monday, per report-builder's saved-reports file (../report-builder/reference/saved_reports.md). If no saved report matches, skip this step silently. Do not apologize, do not explain, do not offer to build one inside the brief. An owner who has never defined a report should get a two-part Monday brief that reads as complete. Offer report-building once, at the very end, and only if they seem to want more.
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.
Read further in the source
Related Skills
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
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- Source retrieved
- Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d- Source SHA-256
829044fa5f4b6e164edc59511f3cdf5f39faac4788f97d933244be26e6b47dd6