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Your leadership team starts every day digging through CRM, Slack, email, and call recordings to figure out what happened yesterday — what closed, what slipped, what’s on fire, what’s on today’s calendar. Most days they skip the deep pull and walk into the first meeting under-informed. Important signals get missed and decisions get made on partial context. Daily Leadership Briefs auto-generate a complete morning briefing for every leader — pulled from every source, delivered where your team works.

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Data Sources

CategoryRequiredRecommended
CRM✓
Calls✓
Email + Calendar✓
Messaging✓
Starter (required only): a useful brief covering deals closed and lost, pipeline state, and themes from yesterday’s customer calls. Full (required + recommended): the same brief, plus important context such as today’s calendar, recent email threads, and any Slack activity from your team or shared customer channels. Same workflow — significantly more depth. See the Customer Context Graph for how each source feeds the brief.

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Build in Claude or ChatGPT

For leaders running their morning briefing through Claude or ChatGPT. Output appears in your conversation.

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The Prompt

Open Claude or ChatGPT with the Clearskies MCP connected and paste this (or modify to your needs). 
Using the Clearskies Context Graph, give me my daily leadership brief.
Cover:
- Yesterday: what closed, what was lost, what happened in customer calls
- Today: what's on my calendar and what to prep for
- This week's pipeline: open, at risk, high confidence
- Customer health: escalations, sentiment changes, accounts to watch
- The one thing that needs my attention today
Be direct. Prioritize by impact.
Claude or ChatGPT returns a brief covering yesterday, today, this week’s pipeline, customer health, and the one thing that needs attention — generated from your data and formatted as a chat response. Refine the prompt to fit how your leadership team works the morning briefing.

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Make it yours

  • Add Focus on the team I lead — show me each rep's deals, not just mine to scope the brief to a manager view.
  • Add Compare this week to last week — what's changed? for trend awareness.
  • Add Draft the talking points for my pipeline review this morning to chain prep with delivery.

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The Skill (Claude)

The clearskies:daily-brief skill in the Clearskies plugin for Claude runs the same workflow on demand: what closed, what’s at risk, what’s on the calendar, and the one thing that needs your attention today — all from your Context Graph.

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Trigger phrases

  • “Daily brief”
  • “What’s my morning briefing”
  • “Show me yesterday and today”

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Customize it for your team

  • Match the brief sections to what your leadership team actually reviews
  • Add metrics specific to your forecast (pipeline coverage, win rate, conversion)
  • Tier briefs by role (CRO vs. manager vs. CSM lead)
Want this packaged for your team? Reach out and we’ll help you customize the skill to your workflow.

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The Plugin

Ready to make this part of your team’s workflow? We’ll set up the Clearskies plugin with you — Clearskies workflows, Claude skills, all tailored to how your team works. Book 15 minutes →

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Next steps

  1. Sign in to Clearskies
  2. Connect your data sources
  3. Get your Clearskies MCP server and try with Claude or ChatGPT