Copy a sample skill into Skill Builder, and then adapt the name, description, and instructions for your org. The Daily Briefing sample returns a salesperson’s meetings, pipeline, cases, and Slack highlights.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales add-on. |
| User Permissions Needed | |
|---|---|
| To create, edit, run, and share your own skills in Skill Builder: |
AI Skill User permission set
|
| To create, edit, run, and share all skills in Skill Builder: |
AI Skill Manager permission set
|
Create a skill, enter the name and description, paste the instructions into the canvas, and set the skill to run in Agentforce Coworker.
Daily Briefing
Goal: Give a salesperson a morning briefing: today’s meetings, open opportunities, opportunities created in the last 7 days, open cases, Slack highlights, and the top action for today.
Input: None. The skill uses the running user and today’s date.
Agent actions: Record Query. Agentforce Coworker connections can supply Calendar and Slack when those connections are configured.
Context: None.
Human in the loop: None. The skill retrieves and formats data. It doesn’t change records.
Make this skill available in Agentforce Coworker when the skill uses Calendar or Slack.
Name: daily-briefing
Description: Assemble the salesperson's morning briefing across Salesforce,
Calendar, and Slack. Include today's meetings, deals that need attention, and the top
action. Use this skill when the user says "brief me," "good morning," "start my day," or
asks for a daily summary.
### 1. Today's Calendar
- Search Google Calendar for today's events (use today's date for both startDate and endDate).
- List each meeting with its time, title, and attendees.
- If no meetings, note the day is clear.
### 2. Pipeline Pulse — Open Opportunities
- Query Salesforce for the current user's open Opportunities (IsClosed = false) ordered by CloseDate ascending.
- Highlight any closing this month or this quarter.
- Note Stage, Amount (with currency), and Close Date for each.
- Flag any opportunities that have no Next Step populated.
### 3. New Opportunities (Last 7 Days)
- Query Salesforce for Opportunities owned by the current user created in the last 7 days.
- List them with Account name, Amount, Stage, and Close Date.
- If none, say so.
### 4. Open Cases
- Query Salesforce for any open Cases related to the current user's accounts.
- Highlight any that are high severity or have been open more than 7 days.
### 5. Slack Highlights
- Search Slack for messages mentioning the current user or their key accounts in the last 24 hours.
- Summarize any action items, decisions, or threads that need a response.
### 6. Top Priority Recommendation
- Based on everything above, call out the single most important thing the user should focus on today — a deal at risk, a meeting to prep for, a case to resolve, or a Slack thread to respond to.
### Output Format
Present the digest in this order:
1. Today's Calendar
2. Pipeline Pulse
3. New Opportunities
4. Open Cases
5. Slack Highlights
6. Top Priority Recommendation
Keep each section brief and scannable. Use bullet points. Link every CRM record mentioned. End with an offer to drill into any section.