Summarize priorities, meetings, opportunities, and follow-ups from Dataverse.
---
name: daily-briefing
description: Delivers a prioritized morning summary covering today's meetings, overdue tasks, pipeline alerts, and recommended actions from Dataverse. Use when user says "what's on my plate today", "daily briefing", "morning summary", "what do I need to focus on today", "start my day", "daily digest", "today's priorities", or "what's happening today".
metadata:
author: Dataverse
version: 1.0.0
category: sales-productivity
---
# Daily Briefing
Sales reps lose time each morning deciding what to work on. This skill queries Dataverse to surface the day's agenda, flag urgent pipeline issues, highlight overdue commitments, and recommend a prioritized action list. It replaces manual CRM scanning with a structured, actionable daily digest.
## Instructions
### Step 1: Determine Scope
Accept optional parameters from the user:
- **Owner filter:** Specific rep (systemuserid or name) or default to current user
- **Date:** Today (default) or a specified date
Calculate the target date range:
- Day start: `[target_date]T00:00:00Z`
- Day end: `[target_date]T23:59:59Z`
#### Step 2: Fetch Today's Scheduled Meetings… install to load the full skill