The simplest function in the Sales Plugin — and the best place to start. Paste in your open activities, upcoming meetings, and pipeline snapshot and it returns a prioritized briefing: what to do first, who needs a follow-up today, and what is at risk of going cold. No analysis required from you.

EverClean example

sales:daily-briefing

Date: Monday July 14, 2025

Upcoming today:
- 10:00am — Showroom visit, Marcus and Diane Holloway (custom home build, 
             $1.8M kitchen renovation, referred by architect Claire Yuen)
- 2:30pm — Follow-up call with Stonehaven Kitchen Design (trade account, 
            3 units interest)

Open follow-ups overdue:
- Sent quote to Richard Ashworth (Malibu renovation) 8 days ago — no response
- Sent product spec sheet to Premier Kitchens Dallas 11 days ago — no response
- Left voicemail for Claire Yuen re: Holloway referral commission — 5 days ago

Pipeline this week:
- 4 showroom appointments booked (Mon, Tue x2, Thu)
- 2 quotes pending response ($14,200 and $9,800)
- 1 verbal yes awaiting signed order form (Westlake build, $11,400)

Anything urgent: The Westlake signed order was promised by last Friday.

What you’ll get: A crisp morning briefing — top 3 priorities for the day, a ranked follow-up list with suggested actions and suggested outreach language for each stale deal, and a flag on the Westlake order as the most urgent item requiring action before the 10am appointment.

Useful follow-up prompts

“Write a short re-engagement message for Richard Ashworth that doesn’t sound desperate.”
“What should I know about Marcus and Diane Holloway before the 10am visit — what questions should I ask given it’s a referral from the architect?”
“Draft a polite nudge to the Westlake client about the unsigned order form.”

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