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Skill

daily-brief

@hubspot Updated 2026-10-12

Generates a prioritised daily brief from HubSpot data plus any connected apps (calendar, email, Slack, meeting notes). Shows today's meetings, surfaces GTM tasks with effort-aware scheduling, deduplicates suggestions against existing HubSpot tasks, and outputs as readable markdown. ALWAYS use this skill when the user wants their day laid out — "good morning", "daily brief", "morning brief", "what do I need to do today", "what's on my plate", "what should I focus on", "catch me up", "today's priorities", "what's urgent", "what's due today", "show me my day", or any morning planning request. Trigger proactively when a user opens Claude first thing with no specific ask.

Install

With your agent

Install OMGSkills skill "hubspot/hubspot-mcp-plugins:HubSpot-Sales/skills/daily-brief" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/HubSpot/hubspot-mcp-plugins /tmp/hubspot-mcp-plugins && ln -s /tmp/hubspot-mcp-plugins/HubSpot-Sales/skills/daily-brief ~/.claude/skills/daily-brief

From README

Daily Brief Tool names below are expected names for the HubSpot MCP connector. If a named tool isn't available, check for updates to the skill and/or alternates in the HubSpot toolset as available tools may change Surfaces GTM tasks and meetings, flags at-risk contacts and deals, and suggests new tasks — never creates tasks automatically. --- Phase 1 — Fetch HubSpot data (required) If getorganizationdetails fails, stop: "I couldn't reach your HubSpot account. Make sure the HubSpot connector is connected, then try again." A. Portal + owner — getorganizationdetails and getuserdetails in parallel. Store portalId, uiDomain, userId, hubspotownerid. B. Existing open tasks — searchcrmobjects: objectType: tasks filter: hstaskstatus = NOTSTARTED AND hstimestamp ≤ today+5d properties: hstasksubject, hstaskbody, hstimestamp, hstaskstatus, hstasktype, hubspotownerid, hsobjectid limit: 25 C.