AI Daily
Overview Template

---
name: overview
description: Morning briefing with calendar, email, pipeline, and priorities
tools: "Read, Bash, mcp__gmail, mcp__calendar, mcp__database"
---

# Daily Overview

Generate a morning briefing by pulling real data from your connected systems.

## Step 1: Today's Date & Context
```bash
date +"%A, %B %d, %Y"
```
Use this in the overview header.

## Step 2: Calendar
Query today's events via your calendar MCP.
- List all meetings with times and attendees
- Calculate total focus time available
- Flag any meetings needing prep

## Step 3: Email Summary
Check inbox via your email MCP for:
- Urgent items (flagged or from VIPs)
- Threads awaiting YOUR reply (unanswered > 24h)
- New inbound leads or opportunities
Show count + top 3 most urgent.

## Step 4: Pipeline / CRM Status
Query your database or CRM MCP:
- Active deals by stage (and total value)
- Prospects needing follow-up (overdue > 7 days)
- New leads in last 24 hours

## Step 5: Generate Top 3 Priorities
Rank by: urgency (deadline proximity) x impact (revenue/relationship).
For each priority show:
1. **What** — the specific action
2. **Why** — what makes it urgent or high-impact
3. **Time** — estimated minutes to complete

## Output Format
```
DAILY OVERVIEW — [date]
━━━━━━━━━━━━━━━━━━━━━━

CALENDAR: [X meetings] | [Y hours free]
EMAIL: [X urgent] | [Y awaiting reply]
PIPELINE: [X active deals] | [Y need action]

TOP 3 PRIORITIES:
1. [action] — [why] — [est. time]
2. [action] — [why] — [est. time]
3. [action] — [why] — [est. time]
```

DAILY OVERVIEW — Monday, March 31, 2026
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

CALENDAR: 3 meetings | 4.5 hours free
  09:00 — Team standup (15 min)
  14:00 — Strategy call with Alex (60 min, PREP NEEDED)
  16:30 — Quick sync with design (30 min)

EMAIL: 2 urgent | 5 awaiting reply
  ! Sarah K. — proposal review (3 days waiting)
  ! Finance — Q1 close questions (sent yesterday)
  ~ 3 newsletters, 2 cold outreach (skip)

PIPELINE: 14 active deals | $127K total value
  ready_to_buy: 2 deals ($45K)
  proposal_sent: 3 deals ($52K)
  interested: 9 deals ($30K)
  OVERDUE: 4 follow-ups (oldest: 12 days)

TOP 3 PRIORITIES:
1. Reply to Sarah's proposal — she's been waiting 3 days,
   $25K deal — 15 min
2. Prep for 2pm strategy call — review Alex's Q4 deck,
   key relationship — 30 min
3. Follow up with 4 overdue leads — 2 are warm,
   pipeline hygiene — 20 min

━━━━━━━━━━━━━━━━━━━━━━
Total focus time needed: ~65 min
Available before first commitment: 45 min
Recommendation: Start with #1 (quick win), then #3,
save #2 for 13:00-14:00 slot.