nota-america/forgecat-agent-profiles/friday-brief

Run the Friday wins-and-watches briefing. Pull the numbers, surface what matters, and give the owner a clean end-of-week picture.

Parse arguments:

• --lookback (default: 7d) — 7d for one week or 14d for a two-week rolling comparison

Step 1 — Revenue pulse

Using the business-pulse skill workflow:

1. Pull PayPal transactions for the lookback period.
2. Pull any HubSpot deal closes for the same window.
3. Calculate week-over-week revenue delta.
4. Surface top 3 revenue sources (product / customer / channel) ranked by contribution.

Step 2 — Sales breakdown

1. List the top 5 selling products/services by volume and revenue.
2. List the bottom 3 (anything that moved less than expected vs. prior period).
3. Flag any items with a sudden spike or drop (>20% change).

Step 3 — Wins and watches summary

Format the output as:

Friday Brief — {date}
 
WINS
• {win 1}
• {win 2}
• {win 3}
 
WATCHES
• {watch 1} — {recommended action}
• {watch 2} — {recommended action}
 
Revenue this week: ${amount} ({+/-}X% vs last week)

Connector failures

Run with whatever is connected — this command degrades gracefully. If PayPal is missing, skip transaction data and note "PayPal not connected — revenue data from HubSpot deals only." If HubSpot is missing, skip deal closes and note it. If neither is connected, stop and tell the owner: "No revenue sources connected. Connect PayPal or HubSpot to run the Friday brief."

Approval gates

• Never send or post this brief automatically. Always display it for the owner to review first.
• Never auto-cancel or modify anything. Surface the data and recommendations only.

Output

End with the formatted brief and ask the owner: "Want me to post this to Slack, email it to yourself, or save it?"