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Claude workflow

A daily sales briefing in Claude

Start the day with one short view: your meetings with context, overdue tasks and the deals that need you first.

Mariana Costa
Mariana C.
Writer

What does this workflow do?

Instead of opening five screens, ask Claude once. It reads today's briefing, your overdue tasks and the quietest deals, then writes a briefing under 200 words that ends with the single most useful thing to do in the next hour. It changes nothing.

The prompt

Copy it into a chat with Lumenbase turned on. Fields in square brackets are yours to fill in.

Prompt
Use the Lumenbase connector.
1. Call get_today_briefing.
2. Call fetch_tasks with overdue true, then fetch_quiet_deals with limit 5.
3. Give me one short briefing: meetings today with one line of context each, overdue tasks, and the three deals I should touch first and why.
4. End with the single most useful thing to do in the next hour.
Keep it under 200 words. Do not change any records.

Run it as /daily_briefing in Claude.

Tools it calls

In the order the prompt uses them.

  1. Get daily briefing · Read

    Structured daily briefing for the workspace, drawn from the Feed: contacts to reach, open deals, and overdue tasks.

  2. List tasks · Read

    Fetch tasks from the CRM with optional filters.

  3. List quiet or stalled deals · Read

    Find open deals with no recent communication touch (email, call, meeting, LinkedIn message).

What to check before you approve

  • Every meeting today appears, with the right company next to it.
  • The three deals it picks are ones you own or follow.
  • The suggested next hour matches what you know about your day.

Make it recurring

This job comes back every week. Ask Claude to turn it into a Routine and it runs in Lumenbase on its own schedule, as a draft you review and switch on.

Turn a workflow into a Routine

Common questions

No. The prompt only reads and tells Claude not to change anything.

Try the Turn a workflow into a Routine prompt. Claude says which parts a Routine cannot do before it builds one.

Sources and scope

The prompt and its tool list come from the Lumenbase MCP workflow catalog, the same list the connector serves.

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Lumenbase is not affiliated with, sponsored by or endorsed by these companies.

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Claude workflows for client salesLumenbase for ClaudeIs it safe to connect Claude to your CRM?

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