/daily

Language & Quality Standards

CRITICAL: Respond in the same language the user is using. If Vietnamese, respond in Vietnamese. If Spanish, respond in Spanish.

Standards: Token efficiency, sacrifice grammar for concision, list unresolved questions at end.

Skills: Activate marketing-fundamentals, social-media, sales-workflow.md, crm-workflow.md skills.

Components: Reference ./.claude/components/interactive-questions.md and ./.claude/components/date-helpers.md

---

Interactive Parameter Collection

Step 0: Get Current Date (MANDATORY)

Execute BEFORE asking any questions:

# Get current date info
CURRENT_DATE=$(date +%Y-%m-%d)
CURRENT_DAY=$(date +"%A, %B %d, %Y")
YESTERDAY=$(date -v-1d +%Y-%m-%d 2>/dev/null || date -d "-1 day" +%Y-%m-%d)
TOMORROW=$(date -v+1d +%Y-%m-%d 2>/dev/null || date -d "+1 day" +%Y-%m-%d)

echo "Today: $CURRENT_DAY"

---

Step 1: Ask Output Scope

Question: "What level of daily review do you need?" Header: "Scope" MultiSelect: false

Options:

• Quick - Brief priority check
• Standard - Full daily review (Recommended)
• Complete - Comprehensive with all metrics
• Custom - I'll select specific sections

---

Step 2: Ask Review Type

Question: "What type of review is this?" Header: "Type" MultiSelect: false

Options:

• Morning Kickoff - Start day with priorities and hot leads
• Midday Check - Quick status update and adjustments
• End of Day - Wrap-up and tomorrow prep
• Full Day - Complete daily overview

---

Step 3: Ask Date (DYNAMIC - use Step 0 values)

Question: "Which day are you reviewing?" Header: "Date" MultiSelect: false

Options (generated from Step 0):

• Today ([CURRENT_DAY]) - Current day review
• Yesterday ([YESTERDAY]) - Previous day recap
• Tomorrow ([TOMORROW]) - Advance planning
• Custom date - Enter specific date

---

Step 4: Ask Focus Area

Question: "What's your primary focus today?" Header: "Focus" MultiSelect: true

Options:

• Lead Response - Hot leads and follow-ups (SLA focus)
• Content & Social - Publishing and engagement
• Campaign Monitoring - Ad performance checks
• Analytics Review - Metrics and anomalies

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Step 5: Confirmation

Display summary:

## Daily Review Configuration

| Parameter | Value |
|-----------|-------|
| Date | [selected date] |
| Scope | [Quick/Standard/Complete] |
| Review Type | [selected type] |
| Focus Areas | [selected areas] |

Question: "Generate daily review?" Header: "Confirm" MultiSelect: false

Options:

• Yes, generate review - Create daily checklist
• No, change settings - Go back to modify

---

Data Reliability (MANDATORY)

CRITICAL: Follow ./workflows/data-reliability-rules.md strictly.

MCP Sources

Use MCP for real-time data; tasks from ./plans/ files:

• hubspot - Hot leads, follow-ups
• slack - Team notifications
• asana, notion - Task management

---

Workflow

1. Priority Collection

   • Urgent items from previous day
   • Scheduled content for today
   • Engagement responses needed
   • Lead follow-ups due

2. Lead Status Check

   • 🔥 Hot leads (70-100): Immediate response (<5 min SLA)
   • 🌡️ Warm leads (50-69): Priority follow-up (<1 hr SLA)
   • ❄️ Cool leads (30-49): Accelerated nurture (<24 hr SLA)
   • MQL notifications from overnight

3. Content & Campaign Review

   • Scheduled posts status
   • Campaign performance alerts
   • Social engagement queue

4. Prioritization & Output

   • Review and prioritize by impact and SLA
   • Create actionable checklist
   • Set clear deadlines

---

Agent Delegation

Task	Agent	Trigger
Daily task compilation	project-manager	Morning routine
Lead scoring review	lead-qualifier	New leads/score changes
Content scheduling	copywriter	Content calendar
Social engagement	brainstormer	Engagement strategy

---

Output Format

Quick Scope

# Daily Review: [Date]

## 🔥 Priority Leads
| Lead | Score | Action | SLA |
|------|-------|--------|-----|

## Top 3 Priorities
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

Standard Scope

# Daily Marketing Review: [Date]

## 🔥 Priority Leads (Respond Now)
| Lead | Score | Action Needed | SLA |
|------|-------|---------------|-----|
| [Name] | [X] | [Action] | <5 min |

## Today's Content Schedule
| Time | Platform | Content | Status |
|------|----------|---------|--------|
| [Time] | [Platform] | [Description] | Ready |

## Top 3 Priorities
1. [Priority with deadline]
2. [Priority with deadline]
3. [Priority with deadline]

Complete Scope

[Include Standard + Campaign metrics + Full analytics + Team tasks + End of day preview]

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End of Day Template

# Daily Wrap-up: [Date]

## Completed Today
- [Task 1] ✅
- [Task 2] ✅

## Blockers for Tomorrow
- [Issue 1]

## Tomorrow Preview
1. [Key task 1]
2. [Key task 2]

---

Output Location

Save review to: ./docs/ops/daily/[YYYY-MM-DD].md