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small-business-monday-brieflisted

Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.
simongonzalezdc/codex-small-business-skills · ★ 1 · AI & Automation · score 70
Install: claude install-skill simongonzalezdc/codex-small-business-skills
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 EO