Monday Brief

Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.

Published by @Anthropic·0 agent reads / 30d·0 saves·

Run the Monday Morning Briefing. Pull from every connector that's live, gracefully degrade when one isn't, and deliver a one-page brief the owner can read in under two minutes.

Parse arguments:

  • --post (default none) — post the brief summary to slack, teams, or none
  • --save-to (default files) — files (Google Drive / OneDrive), desktop (local), or both

Step 1 — Run business-pulse

Trigger the business-pulse skill workflow. It pulls in this order, scoping to whatever is connected:

  1. Cash — QuickBooks balance + last 7 days of net flow
  2. Sales trend — PayPal/Square last 7 days vs. prior 7 days, % change, top SKU
  3. Pipeline — HubSpot deals moved, deals stalled (>14 days no activity), new inbound leads
  4. This week's commitments — Calendar events with external attendees, deliverable deadlines
  5. Watch-list — unread Gmail flagged "needs reply," Slack DMs awaiting response
  6. The 3 things — the three highest-leverage actions for today, ranked

If a connector is missing, note it in the brief ("PayPal not connected — sales trend skipped") rather than failing.

Step 2 — Format the one-page brief

Layout (markdown, fits on one screen):

# Monday Brief — {Mon DD, YYYY}

## Cash
{$X balance · {+/-}$Y net last 7 days · runway note}

## Sales (last 7d vs prior 7d)
{$X total · {+/-}Z% · top SKU: {name} ({$})}

## Pipeline
{N deals moved · M stalled · K new leads}

## Week ahead
- {Tue 10am} — {Customer X discovery call}
- {Thu EOD}  — {Proposal due to Y}
- ...

## Three things that need you today
1. {Highest-leverage action with one-line why}
2. {...}
3. {...}

Step 3 — Save and (optionally) post

  1. Save the brief to the chosen --save-to location:
    • files — Google Drive or OneDrive root, filename monday-brief-YYYY-MM-DD.md
    • desktop~/Desktop/monday-brief-YYYY-MM-DD.md
    • both — both locations
  2. If --post slack or --post teams, post the Three things section only (not the full brief — keep the channel post short) and link to the saved file.
  3. Show the full brief in chat regardless of save target.

Approval gates

  • Saving the file is auto. No approval needed — it's the owner's own drive.
  • Posting to Slack/Teams requires confirmation. Show the post draft and wait for "post it" before publishing.
  • Never post if the brief surfaces unflattering numbers (significant cash drop, deal slipping) without explicitly asking the owner — the channel may have non-leadership members.

Cadence note

This command is designed to run weekly. The owner may schedule it via Cowork's task scheduler — when run on Monday at 7am ET, the output goes straight to their drive and (if configured) Slack/Teams DM channel.

Bundled with this artifact

3 files

Reference files that ship alongside this artifact. Agents pull these in only when the task needs them.

More on the bench

SKILL0

Smb Router

The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.

small-business+2
0
SKILL0

Crm Maintenance

Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.

sales-gtm-revops+2
0
SKILL0

Call List

Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.

sales-gtm-revops+2
0