Morning Brief Skill

<quick_start> Trigger: M-F 7:30 AM ET (after callable-lead-count at 7:25 AM)
Manual Trigger: "Show morning brief" or "Today's dial list"
Dependencies: Requires HubSpot (portal 21530819), Google Calendar, Clari, Supabase (disposition check)
Output: Single-page HTML brief with calendar, dial list (20 ATL contacts), deal momentum, call summaries, draft emails </quick_start>

<success_criteria>

Pull Tim's calendar for today (meetings, breaks, focus blocks)
Pull 15-20 hot leads from HubSpot (ATL-first sort, high engagement)
Filter: skip leads in Supabase cooldown (disposition_cooldown_until > NOW)
Enrich each lead: company, title, last touch, recent activity
Fetch deal momentum scores for leads (from deal-momentum-analyzer or calculated)
Check Clari for calls from last 7 days (summaries, key takeaways)
Create Gmail draft for each lead (using prospect-refresh templates or custom)
Output: HTML brief with calendar, dial list, deal pipeline, call highlights, drafts ready
Report: dial target (15-20 ATL), meeting blocks, deal momentum trends </success_criteria>

Stage 1: Pull Tim's Calendar for Today

MCP Tool: gcal_list_events

calendarId: "primary"
timeMin: TODAY 00:00:00
timeMax: TODAY 23:59:59
timeZone: "America/New_York"
condenseEventDetails: true

Extract and Display:

All meetings with times, attendees, duration
Focus blocks or "Do Not Disturb" blocks
Lunch/break time
Available dial windows (gaps between meetings)

Calendar Output:

## Today's Calendar

09:00 - 09:30  | All Hands (Zoom)
09:30 - 10:30  | [AVAILABLE FOR DIALS] 60 min
10:30 - 11:15  | 1:1 with Manager
11:15 - 12:00  | [AVAILABLE FOR DIALS] 45 min
12:00 - 13:00  | LUNCH
13:00 - 14:30  | [AVAILABLE FOR DIALS] 90 min
14:30 - 15:00  | Clari Call Review
15:00 - 16:00  | [AVAILABLE FOR DIALS] 60 min
16:00 - 17:00  | Admin / Wrap-up

Dial Window Summary: Total 255 min = 4.25 hours available for dials (target 50 dials at ~5 min/dial)

Stage 2: Pull Hot Leads from HubSpot

MCP Tool: search_crm_objects (HubSpot)

objectType: "contacts"
filterGroups: [{
  filters: [
    { propertyName: "phone", operator: "HAS_PROPERTY" },
    { propertyName: "hs_lead_status", operator: "IN", values: ["Qualified Lead", "Sales Qualified Lead"] },
    { propertyName: "hs_analytics_num_page_views", operator: "GTE", value: "3" }
  ]
}]
properties: [
  "firstname", "lastname", "email", "phone", "jobtitle", "company",
  "custom_atl_btl_tier", "custom_prospect_vertical", "hs_analytics_num_page_views",
  "hubspot_owner_id", "hs_lastmodifieddate", "createdate", "custom_last_touch",
  "lifecyclestage", "custom_deal_momentum_score"
]
sorts: [{
  propertyName: "custom_atl_btl_tier",
  direction: "ASCENDING"  # ATL first
}]
limit: 50

Filter + Sort Logic:

Phone must exist (callable)
Lead status in engaged tiers (Qualified Lead, Sales Qualified)
Engagement signal: >3 page views OR recent activity (<7 days)
Sort by: custom_atl_btl_tier (ATL > GRAY > BTL)
Within tier, sort by: hs_lastmodifieddate DESC (most recent first)

Trim to top 25 candidates (will further filter in Stage 3)

Stage 3: Apply Supabase Cooldown Filter

Check Supabase disposition table for cooldown status

Query: disposition table where contact_id = hubspot_contact_id AND disposition_cooldown_until > NOW()

Cooldown Rules (per disposition policy):

Voicemail left: 24-hour cooldown
Call declined/busy: 2-hour cooldown (can retry)
Call connected but wrong person: 24-hour cooldown
Call connected and scheduled: 7-day cooldown (follow-up call)
Lead opted out: 30-day cooldown or permanent "Do Not Call"

Filter Logic:

FOR each contact IN hot_leads_list:
  IF contact_id in supabase disposition AND cooldown_until > NOW():
    SKIP contact
    LOG: "In cooldown until {cooldown_until}"
  ELSE:
    KEEP contact (ready to dial)

Output: Filtered dial list (typically 15-20 after cooldown filter)

Stage 4: Enrich Leads with Deal + Activity Data

For each remaining lead, enrich:

Step A: Check deal association via HubSpot

MCP Tool: search_crm_objects (HubSpot deals)

filterGroups: [{
  associatedWith: [{
    objectType: "contacts",
    operator: "EQUAL",
    objectIdValues: [contact_id]
  }]
}]
properties: ["dealname", "dealstage", "amount", "closedate", "custom_deal_momentum_score"]
limit: 5

Output per contact:

Associated deals (max 3)
Deal stage (Negotiation, Qualification, etc.)
Deal size
Deal momentum score (if calculated by deal-momentum-analyzer)

Step B: Check Clari calls (last 7 days)

MCP Tool: clari_search_calls

attendeeEmail: contact.email
daysBack: 7
limit: 5

Extract:

Call date/time
Duration
Summary of key topics
Action items (from AI notes)

Step C: Get last touch info

Pull custom_last_touch field from HubSpot (set by prior activities)
Alternative: query hs_lastmodifieddate
Display: "Last touched 3 days ago" or "Last call 2026-03-15"

Stage 5: Calculate Deal Momentum Scores

MCP Tool: Epiphan CRM ask_agent OR pull from HubSpot custom field

For each lead's associated deals, calculate momentum:

Momentum Scoring Factors:

Stage Progression: +3 if moved in last 7 days
Contact Breadth: +2 if ATL contact involved, +1 per GRAY contact
Activity Cadence: +2 if >2 activities last 7 days, +1 if 1 activity
Recency: +2 if activity <2 days ago, +1 if <5 days
Deal Size: +1 if >$100K

Momentum Tiers:

10+ = 🔥 Hot (near close, high activity, ATL engaged)
7-9 = ✓ Warm (progressing, some ATL involvement)
4-6 = ⚬ Cool (early stage, low activity)
<4 = ❄️ Cold (stalled)

Output example:

Jane Smith @ Acme Corp
  Deal: "Acme AV Suite" ($250K, Negotiation stage)
  Momentum: 🔥 10/10 (ATL + VP Sales, moved stage 3 days ago)
  Last touch: 2026-03-17 (call with VP)

Stage 6: Check Recent Clari Calls

MCP Tool: clari_search_calls

repEmail: "tkipper@epiphan.com"
daysBack: 7
status: "POST_PROCESSING_DONE"
limit: 10

Extract call summaries:

MCP Tool: clari_get_call_summary (for each call)

callId: call_uuid
# Returns: summary, action_items, key_takeaways, attendees

Display format:

## Recent Calls (Last 7 Days)

### 2026-03-18 — State University (45 min)
Attendee: Dr. Janet Lee, Director of Academic Technology
Summary: Discussed hybrid learning infrastructure. Interest in lecture capture.
Takeaway: Promised demo of Epiphan Pearl Nano + Canvas integration
Action Items: [Send demo link by 2026-03-20]

### 2026-03-15 — County Courts (30 min)
Attendee: Tom Miller, Court Administrator
Summary: Current process: manual video setup + USB drives. Pain point: compliance archival.
Takeaway: High interest in automation. Will present to judge committee.
Action Items: [Follow-up after judge meeting, 2026-03-25]

Trends:

Top pain points mentioned
Products/features mentioned most
Follow-up actions due
Deals progressed

Stage 7: Create Gmail Drafts for Priority Leads

For each lead in final dial list (15-20), create Gmail draft:

MCP Tool: gmail_create_draft

Draft Template Strategy:

Template A — High Momentum Deal (Momentum 8+):

To: jane@acme.com
Subject: RE: Acme AV Suite Demo — Next Steps

Hi Jane,

Following up on our call with your VP of IT on 3/17—thanks again for the positive feedback on the Pearl Nano demo.

Quick question before we schedule the next phase: Does the Board need to review the budget approval, or can we move forward to contract review?

I have a demo with another client at 2pm today, but I'm free 10-11am or 2-3pm this week to talk through the Canvas integration setup.

Best,
Tim
---
Epiphan Video | BDR

Template B — New ICP Lead (No Prior History):

To: bob@example.com
Subject: Video infrastructure question for Example Inc

Hi Bob,

I was researching Example Inc's recent expansion and noticed your focus on hybrid learning.

Quick question: How are you currently handling lecture recordings—do you capture them today, or is that a gap you're filling?

No sales pitch—just trying to understand the landscape at companies your size.

Best,
Tim

Template C — Warm Lead (Momentum 4-6):

To: carol@company.com
Subject: Checking in on that Epiphan demo

Hi Carol,

We talked about the Pearl Mini setup on 3/12—wanted to see if you had a chance to review the spec sheet I sent.

Any initial questions, or is now a good time for a 15-min call to walk through the install process?

Available today 1-2pm or tomorrow morning.

Best,
Tim

Draft Creation Logic:

FOR each contact IN dial_list:
  IF contact.deal_momentum_score > 8:
    use_template = "A_High_Momentum"
  ELIF contact.last_touch > 7 days ago:
    use_template = "B_New_Lead"
  ELSE:
    use_template = "C_Warm_Lead"
  
  personalize_template(contact, company, last_touch, deal)
  create_gmail_draft(to=contact.email, subject=..., body=...)

DO NOT SEND—leave as draft for Tim's manual review + send-from-draft workflow

Stage 8: Generate HTML Morning Brief

Output: Single-page, printable HTML with:

Brief Header:

╔═══════════════════════════════════════════════════╗
║         MORNING BRIEF — 2026-03-19 (Wednesday)    ║
║              Tim Kipper, BDR at Epiphan           ║
╚═══════════════════════════════════════════════════╝

DIAL TARGET: 20 ATL/GRAY prospects | AVAILABLE TIME: 4.25 hours (255 min)
MOMENTUM SUMMARY: 3 Hot (8+), 8 Warm (4-6), 9 Cool (<4)
CALLABLE INVENTORY: 185 total | 42 ATL (2.8 days runway)

Section 1: Today's Calendar

Visual timeline of meetings + dial windows
Color coding: meetings = blocked, dials = open, breaks = rest

Section 2: Priority Dial List (Sortable)

#	Name	Title	Company	Phone	Vertical	Tier	Momentum	Last Touch	Deal	Gmail
1	Jane Smith	Dir. IT Services	Acme Corp	[copy]	Corp AV	ATL	🔥 10	3/17	Acme AV Suite ($250K)	[Open Draft]
2	Bob Jones	Manager, AV	State Univ	[copy]	Higher Ed	GRAY	✓ 8	3/15	[None]	[Open Draft]
3	Carol White	IT Director	County Courts	[copy]	Courts	ATL	🔥 9	3/18	Courthouse AV ($180K)	[Open Draft]

Section 3: Deal Pipeline Overview

Deal	Stage	Amount	Momentum	Dial Target	Action
Acme AV Suite	Negotiation	$250K	🔥 10	Jane Smith	Send demo by 3/20
State Univ Hybrid	Qualification	$120K	✓ 8	Bob Jones + Carol White	Schedule tech call
County Courts Archive	Discovery	$180K	✓ 7	Carol White	Present to judge committee

Section 4: Recent Call Highlights

🔥 HIGH PRIORITY FOLLOW-UPS

▸ 2026-03-18: State University (45 min)
  Dr. Janet Lee promised to present to committee.
  ACTION: Follow-up call scheduled for 2026-03-25
  
▸ 2026-03-15: County Courts (30 min)
  High interest in compliance archival. Manual process is pain.
  ACTION: Send compliance white paper + archive demo

Section 5: Health Metrics

INVENTORY STATUS
✓ ATL Runway: 2.8 days (42 contacts at 15 dials/day) — ACCEPTABLE
✓ Total Runway: 3.7 days (185 contacts at 50 dials/day) — GOOD
⚠️ Trending: +6 leads yesterday (+3.2% day-over-day) — ON TRACK

WEEKLY TARGETS (Tim's Ramp 50% = 12 deals minimum)
Deals Closed YTD: 8
Deals in Pipeline: 12
Dial Pace: 45 dials/day (target 50) — ON TRACK

Section 6: Today's Tasks

□ Execute 50 dials (focus: Top 20 ATL leads)
□ Review + send personalized Gmail drafts (one per lead)
□ Follow-up on 2 Clari action items (State Univ, Courts)
□ Update deal stages after calls
□ Log dispositions in Supabase (for cooldown tracking)

Stage 9: Email Brief to Tim

Optional: Auto-send brief to tkipper@epiphan.com as HTML email OR embed in dashboard

Email Format:

Subject: "Morning Brief — [DATE] — 20 ATL Prospects Ready"
Body: HTML brief (styled, clickable draft links)
Attachments: Dial list CSV for easy copy-paste of phone numbers

Alternative: Save brief as HTML file + link from Slack/dashboard

Stage 10: Integration with Supabase Disposition Log

After Tim completes dials, disposition data flows to Supabase:

INSERT INTO disposition (
  contact_id, call_date, outcome, duration_seconds,
  notes, deal_id, next_action, disposition_cooldown_until
) VALUES (...)

Next day's brief automatically excludes contacts in cooldown.

Skill Dependencies

Upstream (Required to run first):

prospect-enrich (Monday 6:00 AM) — phoneless enrichment
prospect-refresh (Monday 6:30 AM) — net-new ICP search
sequence-load (Monday 7:15 AM) — auto-enroll in sequences
callable-lead-count (M-F 7:25 AM) — inventory health check

Stage 11: Emit Outcome Sidecar Write to ~/.claude/skill-analytics/last-outcome-morning-brief.json:

{"ts":"[UTC ISO8601]","skill":"morning-brief","version":"1.0.0","variant":"default",
 "status":"[success|partial|error]","runtime_ms":[est ms],
 "metrics":{"dial_list_count":[leads listed],"deals_scored":[deals in pipeline table],
 "drafts_created":[Gmail drafts],"atl_runway_days":[ATL runway]},"error":null,"session_id":"[YYYY-MM-DD]"}

Downstream (Feeds from this brief):

Tim's manual dialing workflow (7:30 AM - 5:00 PM)
Disposition logging to Supabase (cooldown tracking)
Deal momentum updates (to deal-momentum-analyzer)

Skill Metadata

Version: 1.0
Last Updated: 2026-03-19
Author: Tim Kipper
Status: Production
Integration: HubSpot (21530819) + Google Calendar + Clari + Supabase + Gmail
Tier: P1 (Core BDR Automation)
Triggers: Scheduled (M-F 7:30 AM) + Manual ("Show morning brief")
Dependencies: prospect-enrich → prospect-refresh → sequence-load → callable-lead-count → morning-brief