daily-summary

Daily Summary / Morning Briefing

Compile a comprehensive daily briefing pulling data from Qobrix CRM and WhatsApp.

API Access

All API calls use the helper scripts. See references/api-cheatsheet.md for full endpoint reference.

# Qobrix CRM
bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" METHOD "/api/v2/ENDPOINT" '[BODY]'

# WaSender WhatsApp
bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" METHOD "/api/ENDPOINT" '[BODY]'

If either script returns "error":"not_configured", tell the user to run /setup to configure their API credentials.

Workflow

Gather data from Qobrix CRM in parallel where possible, then present a structured briefing.

1. Gather Data

Today's tasks:

bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/tasks?search=status%20%3D%3D%20%22pending%22%20and%20start_date%20%3C%3D%20TODAY&limit=50"

Overdue tasks:

bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/tasks?search=status%20%3D%3D%20%22pending%22%20and%20end_date%20%3C%20TODAY&limit=50"

New/unprocessed leads:

bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/opportunities?search=stage%20%3D%3D%20%22new%22&limit=25"

Pipeline overview (count by stage):

bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/opportunities?limit=100"

Group results client-side by stage to build counts.

WhatsApp status (optional):

bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" GET "/api/status"

2. Compile Briefing

Present the briefing in this structure:

Good morning! Here's your daily briefing for {date}:

TODAY'S TASKS ({count})
{List each task: type icon + title + related contact/property + time if scheduled}
- 10:00 — Viewing at {property} with {contact}
- 14:00 — Follow-up call with {contact}
- Send contract to {contact}

OVERDUE ({count})
{List overdue tasks with how many days overdue}
- {task} — {X} days overdue

NEW LEADS ({count})
{List new unprocessed leads with source}
- {Name} — interested in {type} in {location} (via {source})

PIPELINE SNAPSHOT
- New: {count}
- Contacted: {count}
- Viewing: {count}
- Offer: {count}
- Negotiation: {count}
- Won this month: {count}

SUGGESTED ACTIONS
{Based on the data, suggest 2-3 priority actions for the day}

3. Offer Follow-ups

After presenting the briefing, offer:

• "Want me to send follow-up messages to any overdue contacts?"
• "Should I prepare property selections for the new leads?"
• "Want details on any of these items?"

Important Notes

• Keep the briefing scannable — use short lines and clear sections.
• Highlight the most urgent items (overdue tasks, hot leads, upcoming viewings).
• If there are no items in a section, skip it rather than showing "0 items."
• The pipeline snapshot helps the broker see their overall business health at a glance.