Daily Brief

Daily Brief

Tool names below are expected names for the HubSpot MCP connector. If a named tool isn't available, check for updates to the skill and/or alternates in the HubSpot toolset as available tools may change

Surfaces GTM tasks and meetings, flags at-risk contacts and deals, and suggests new tasks — never creates tasks automatically.

Phase 1 — Fetch HubSpot data (required)

If get_organization_details fails, stop: "I couldn't reach your HubSpot account. Make sure the HubSpot connector is connected, then try again."

A. Portal + owner — get_organization_details and get_user_details in parallel. Store portalId, uiDomain, userId, hubspot_owner_id.

B. Existing open tasks — search_crm_objects:

• objectType: tasks
• filter: hs_task_status = NOT_STARTED AND hs_timestamp ≤ today+5d
• properties: hs_task_subject, hs_task_body, hs_timestamp, hs_task_status, hs_task_type, hubspot_owner_id, hs_object_id
• limit: 25

C. Cold contacts — search_crm_objects:

• objectType: contacts
• filter: hs_last_sales_activity_date < today-14d AND has associated open deal
• properties: firstname, lastname, email, hs_last_sales_activity_date, hubspot_owner_id, hs_object_id
• limit: 5

D. Stalling deals — search_crm_objects:

• objectType: deals
• filter: hs_last_sales_activity_date < today-7d AND closedate ≤ today+30d AND not closedwon/closedlost
• properties: dealname, amount, closedate, dealstage, hs_last_sales_activity_date, hubspot_owner_id, hs_object_id
• limit: 5

Run A–D simultaneously. After results return, filter B–D to the current user's hubspot_owner_id.

Phase 2 — Fetch from available connectors

Silently attempt each available connector simultaneously. Skip silently if absent or failing.

Skip any connector data that is clearly non-customer-facing (e.g. internal team syncs, admin tasks).

Phase 3 — Filter and classify GTM tasks

3A — GTM filter

From Phase 1B, keep only tasks that are sales or customer-facing. A task qualifies if any of:

• hs_task_type is CALL, EMAIL, or MEETING
• Subject contains: follow up, reach out, call, email, demo, proposal, contract, outreach, pitch, meeting, customer, client, prospect
• Task body references a contact or company name

Drop internal tasks (e.g. "Update spreadsheet", "Team sync", "Review internal doc" with no customer context).

3B — Effort classification

Assign each GTM task an effort level and visibility window:

Infer effort from task subject/type. Default to Quick if unclear.

3C — Urgency classification

• Overdue — hs_timestamp before today
• Due today — hs_timestamp is today
• Upcoming — within effort window, after today

Surface overdue + due today first, then upcoming tasks within their effort window. Hide anything beyond its window.

Phase 4 — Suggest new GTM tasks (deduplicated)

Build a coveredSet from Phase 3 tasks: extract all contact and deal names referenced in existing task subjects and bodies. Any suggestion that would cover the same contact or deal is a duplicate — skip it.

From Phases 1–2 (minus covered), generate GTM suggestions only:

Do not suggest anything internal, team-facing, or non-customer.

Each suggestion must include: hs_task_subject (verb-led, max 80 chars), hs_task_body (signal sentence), hs_timestamp (due date), hs_task_status: NOT_STARTED, hubspot_owner_id, associated record.

Phase 5 — Output the brief as markdown

Render the brief as structured markdown in this order. Omit any section that has no items — no placeholders.

## Daily Brief — [Weekday, Month D]
### Meetings- **[HH:MM AM/PM]** — [Title] · [Attendee, Attendee]
### Tasks**Overdue**- [Task subject] *([type] · [N days overdue])*
**Due today**- [Task subject] *([type])*
**Upcoming**- [Task subject] *([type] · due [date])*
### Signals**Cold contacts** (14+ days no activity, open deal)- [First Last] — last contact [N days] ago · [Deal name]
**Stalling deals** (7+ days no activity, closing ≤30d)- [Deal name] — [stage] · closes [date] · [N days] since last touch
### Suggested tasks- **[Verb-led subject]** — [signal context] · *[Quick / Half-day / Multi-day]*
Reply "add all" to create all suggested tasks in HubSpot, or name specific ones.

Link each contact and deal name to their HubSpot record: [Name](https://[uiDomain]/contacts/[portalId]/contact/[id]).

Phase 6 — Offer to schedule the brief

After the brief, offer to set up a recurring morning brief in one line:

"Say 'schedule it' to get this every morning — what time works best?"

If the user agrees, ask for their preferred time if they haven't provided one. Create a scheduled task at that time with prompt: "Run the daily brief skill. Output as markdown. Fetch from all available connectors. Surface existing GTM tasks and suggest new ones — do not auto-create any tasks." Confirm: "Done — you'll get your brief every morning at [time]."

Phase 7 — Add suggested tasks to HubSpot

When the user replies "add all" or names specific tasks:

For each selected task, call manage_crm_objects createRequest, objectType: tasks — hs_task_subject, hs_task_body, hs_timestamp, hs_task_status: NOT_STARTED, hubspot_owner_id. Run all creates in parallel.

Completing tasks: if the user asks to mark a task complete, call manage_crm_objects update, hs_task_status: COMPLETED. Confirm: "Marked complete."

Confirm adds: "Added [N] tasks to HubSpot."

Edge cases

• No existing tasks: omit Tasks section; still show Signals and Suggested Tasks if signals exist.
• HubSpot only: skip Phase 2 connectors; render with HubSpot-only data.
• Owner ID unavailable: skip owner filtering; note "Showing all records — owner filter unavailable."
• All sections empty: "You're all caught up — no overdue tasks, cold contacts, or stalling deals right now."