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CarvalhoJeo
CarvalhoJeoCOMMUNITY
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monday-brief

Generate a Monday briefing summarizing cash, sales, pipeline, and calendar commitments.

Updated May 15, 2026
Search Tags:#cash flow#weekly planning#sales pipeline#google drive#slack notifications#monday briefing#smb operations
One-click install
npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill monday-brief-carvalhojeo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: monday-brief
Source: https://github.com/CarvalhoJeo/claude-small-business-br/tree/main/archive/nonlocalized-skills/monday-brief
Command: npx skills add https://github.com/CarvalhoJeo/claude-small-business-br --skill monday-brief-carvalhojeo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It solves the problem of not having a fast, unified view of cash, sales momentum, pipeline status, and the week ahead—so you can’t decide what matters most on Monday.

Core Features & Use Cases

  • One-page Monday briefing: Produces a concise owner-readable summary with cash, sales trend, pipeline, week ahead commitments, watch-list items, and the top three priorities.
  • Graceful connector fallback: Pulls from whatever integrations are live and clearly notes when a data source (like PayPal) isn’t connected instead of failing.
  • Optional save and posting: Saves the brief to files, desktop, or both, and can optionally post only the “Three things” section to Slack or Teams after confirmation.

Quick Start

Run monday-brief with the option to save to files and post the three priorities to Slack.

Frequently Asked Questions about monday-brief

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a Monday morning briefing that summarizes cash flow and sales pipeline?▼

A Monday morning briefing summarizes cash, sales trends, pipeline movement, and calendar commitments into a one-page overview. It pulls data from connected tools to give SMB owners a fast, unified view of the week ahead.

What is the best way to summarize weekly planning data for SMB operations?▼

Weekly planning data for SMB operations is best summarized by aggregating cash flow, sales pipeline, and watch-list items into a concise report. This process highlights the top three priorities to focus on for the upcoming week.

Does the Monday briefing work if my Google Drive or Slack notifications connectors are unavailable?▼

Yes, the Monday briefing works with graceful connector fallback. It pulls data from whatever integrations are live and clearly notes when a source like Google Drive or Slack is unavailable instead of failing.

Can I post the top three priorities from my sales pipeline summary directly to Slack?▼

Yes, you can post the top three priorities to Slack. After generating the summary, the Skill can optionally post only the priority section to Slack or Teams after confirmation.

How do I save a weekly founder briefing to files for later reference?▼

To save a weekly founder briefing, use the optional destination argument to save the generated overview to files, desktop, or both. This ensures the one-page summary is archived for later reference.

What happens to my cash flow summary if a data source like PayPal is not connected?▼

If a data source like PayPal is not connected, the cash flow summary will gracefully degrade. The briefing will generate using available integrations and clearly note the missing data source instead of failing.

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