Morning Briefing: The Whole Day's Report in One PDF
Drop one file into your AI assistant and get a single, branded executive report every morning, complete with a ready-to-run plan for the day.
It gathers your scattered business data (KPIs, sales pipeline, ad spend, calendar, tasks and team chatter) into one branded morning briefing PDF, then adds an AI-written diagnosis and an hour-by-hour action plan for the day.
Any AI assistant that can read a SKILL.md file, such as Claude, Claude Code, Cursor or Codex. No separate app, no subscription, and no API key are required to run the skill itself; you only connect the data sources you already use.
Works with
Morning Briefing turns the first hour of your day from guesswork into a single, decision-ready document. Instead of hopping between spreadsheets, ad accounts, a CRM pipeline, your calendar and a task list, this AI skill pulls every source together and builds one branded daily business report as a clean PDF. Think of it as an executive dashboard and a CEO morning briefing rolled into one file: the numbers that matter up top, a diagnosis of the five things actually going wrong, and an hour-by-hour plan you can start immediately. It is a SKILL.md file you drop into Claude, Claude Code, Cursor or Codex, so there is no new app to learn, no subscription and no API key for the skill itself.
- Start every day with one PDF instead of ten open tabs: KPIs, pipeline, ad spend, tasks and calendar in a single glance
- Get an AI diagnosis that flags the five real problems and the one thing to do first, not a raw data dump
- Receive an hour-by-hour plan for the day plus a longer view for the week, ready to act on
- Never miss a number that matters: revenue, leads, open pipeline, overdue tasks and spend surfaced automatically
- Keep it on-brand and shareable with a polished, consistent layout you can hand to partners or a board
- Save the repetitive morning reporting work so you spend your energy on decisions, not data collection
- 1Drop the skill into your assistant
Add the SKILL.md file to Claude, Claude Code, Cursor or Codex. Nothing to install and no account for the skill itself; it lives alongside your assistant and waits to be called.
- 2Point it at your sources
Tell it which data you want in the briefing: metrics or KPI sheets, a sales pipeline, ad accounts, your calendar, a task list and any team notes. It uses connections you already have and never invents numbers.
- 3Ask for the briefing
Say 'give me my morning briefing' or 'generate today's report.' The skill knows the trigger and starts gathering everything in parallel.
- 4It asks before anything it needs
If a source is not connected or a permission is missing, it pauses and asks you first rather than guessing. If one source is unavailable, it flags that clearly and continues with the rest.
- 5It aggregates and analyzes
Every source is pulled together, then an AI layer writes a diagnosis of what is actually going wrong, an hour-by-hour plan for today and a view of the week ahead, all cross-referenced from your real data.
- 6You get one branded PDF
The skill renders a single, clean, on-brand PDF with your key numbers, sections per source and the action plan, plus a short executive summary in the chat so you can act in seconds.
- A single branded morning briefing PDF for the day
- A key-numbers panel: revenue, leads, open pipeline, overdue tasks and spend
- An AI diagnosis of the top problems with the one action to take first
- An hour-by-hour plan for today plus a plan for the week
- Per-source sections (KPIs, pipeline, ads, calendar, tasks) in a consistent layout
- A short executive summary delivered in the chat alongside the PDF
Lean daily summary
Ask for a shorter version that keeps only the key numbers and the single most important action, ideal for a fast morning scan on your phone.
Weekly executive review
Run it with a wider window to produce a week-in-review report: trends across your KPIs, pipeline movement and what to prioritize next week.
Board or partner edition
Generate a cleaner, higher-level cut of the same data suited to sharing with a co-founder, investor or board, focused on outcomes rather than operational detail.
SKILL.md · README.txt · LICENSE.txt — Single-seat commercial use. Do not resell or redistribute the file. Compatible with Claude, Claude Code, Cursor, Codex.
What exactly is the Morning Briefing skill?
It is a SKILL.md file you add to your AI assistant. When you ask for your morning briefing, it pulls your business data from the sources you connect (KPIs, pipeline, ads, calendar, tasks) and builds one branded PDF with the key numbers, an AI diagnosis and an action plan for the day.
Does it work with Claude, Cursor and Codex?
Yes. It runs in any AI assistant that can read a SKILL.md file, including Claude, Claude Code, Cursor and Codex. The flow is the same everywhere: drop it in, point it at your data, ask for the briefing.
Do I need to install anything or buy a subscription?
No. The skill is a single file, so there is no separate app to install and no subscription or API key for the skill itself. You only need your AI assistant and the data sources you already use.
What data can it include in the report?
Whatever you connect, such as KPI or metrics sheets, a sales pipeline or CRM, ad accounts, your calendar, a task list and team notes. If a source is not available on a given day, it flags that clearly and still delivers the rest of the briefing.
Will it invent numbers or make things up?
No. It reports only what your connected sources actually contain. If a source fails or a permission is missing, it tells you instead of filling the gap with a guess.
Do I need design or coding skills to use it?
No. You do not write any code or design anything. You ask in plain language, the skill asks before anything it needs, and it returns a finished, on-brand PDF plus a short summary in the chat.
An AI skill is a small, reusable instruction file (a SKILL.md) that teaches an AI assistant to do one job well. Morning Briefing is exactly that: a Claude skill / AI agent skill you drop into your own assistant and run on demand, with no app, no subscription and no lock-in. You own the file forever.
It runs in Claude, Claude Code, Cursor, Codex and any assistant that reads a SKILL.md or a system prompt. Because it is just text, it is fully portable, and if it needs something to run, morning briefing asks you for it first instead of inventing.
Creators reach for it as a podcast clips AI and an AI podcast clip generator, to turn a podcast into Shorts and to pull podcast highlights automatically, finding the best podcast moments without scrubbing the whole episode.
- Download the file after checkout you get the SKILL.md plus a short README and your license.
- Add it to your AI drop SKILL.md into your skills folder (for example
.claude/skills/) or paste its contents as a custom instruction. - Run it ask your AI to use Morning Briefing, give it what it asks for, and it does the work.
Get this skill plus every other one in a single agent bundle, ready to drop into your AI.
Ready to run Morning Briefing?
Morning Briefing
It gathers your scattered business data (KPIs, sales pipeline, ad spend, calendar, tasks and team chatter) into one branded morning briefing PDF, then adds an AI-written diagnosis and an hour-by-hour action plan for the day.
SKILL.md (plain text, nothing runs on your machine) plus a README and your license.Checkout opens soon. Get early access and I will send you the link the moment it is live.
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