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claude-skills/スキル
SKILLKnowledge Work

friday-brief

プラグイン
Small Business
ソース
GitHub で見る ↗
説明

週末の営業状況を一目で確認できるレポートです。今週の売上が先週比でどうなったか、トップセールスマン、成功事例、注視すべき案件などを提示します。確認期間を7日間または14日間のどちらかから選べます。

原文を表示

Delivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.

ユースケース
  • 週末の営業状況を確認するとき
  • 先週比の売上変化を知りたいとき
  • トップセールスマンの成績を確認するとき
  • 注視すべき案件をチェックするとき
本文

Run the Friday wins-and-watches briefing. Pull the numbers, surface what matters, and give the owner a clean end-of-week picture.

Parse arguments:

  • --lookback (default: 7d) — 7d for one week or 14d for a two-week rolling comparison

Step 1 — Revenue pulse

Using the business-pulse skill workflow:

  1. Pull PayPal transactions for the lookback period.
  2. Pull any HubSpot deal closes for the same window.
  3. Calculate week-over-week revenue delta.
  4. Surface top 3 revenue sources (product / customer / channel) ranked by contribution.

Step 2 — Sales breakdown

  1. List the top 5 selling products/services by volume and revenue.
  2. List the bottom 3 (anything that moved less than expected vs. prior period).
  3. Flag any items with a sudden spike or drop (>20% change).

Step 3 — Wins and watches summary

Format the output as:

Friday Brief — {date}

WINS
• {win 1}
• {win 2}
• {win 3}

WATCHES
• {watch 1} — {recommended action}
• {watch 2} — {recommended action}

Revenue this week: ${amount} ({+/-}X% vs last week)

Connector failures

Run with whatever is connected — this command degrades gracefully. If PayPal is missing, skip transaction data and note "PayPal not connected — revenue data from HubSpot deals only." If HubSpot is missing, skip deal closes and note it. If neither is connected, stop and tell the owner: "No revenue sources connected. Connect PayPal or HubSpot to run the Friday brief."

Approval gates

  • Never send or post this brief automatically. Always display it for the owner to review first.
  • Never auto-cancel or modify anything. Surface the data and recommendations only.

Output

End with the formatted brief and ask the owner: "Want me to post this to Slack, email it to yourself, or save it?"

原文・著作権は Anthropic および各プラグイン作者に帰属します。日本語訳は Claude API による自動翻訳です。