SG Briefs & Summary — Cowork Plugin

This pack gives owners and operators a concise operating view without pulling reports from every system by hand. It combines finance, sales, pipeline, customer, and calendar signals into weekly briefs, quarterly reviews, or an anytime snapshot. The outcome is faster prioritisation, clearer management conversations, and fewer important issues hiding in separate tools.

• You're starting or ending your week and want one clear page.
• You're preparing a quarterly review or board update.
• You just want to know "how's the business doing?" right now.

1. 1Say a trigger like "give me my Monday brief", "Friday recap", "run a quarterly review", or "how's the business doing?"
2. 2Claude pulls from your connected tools and returns a one-page brief (or a presentation-ready deck for the QBR).
3. 3Optionally have it save the output or post it to a destination you choose.

• monday-brief

  A one-page Monday morning briefing — cash, sales, pipeline, the week ahead, and your top three to-dos.

• friday-brief

  The Friday end-of-week pulse — revenue vs last week, top sellers, and wins and watches.

• quarterly-review

  A full QBR narrative — revenue, margin, customer health, opportunities and risks — as a presentation-ready PDF or deck.

• business-pulse

  An anytime one-page snapshot across cash, sales, pipeline, commitments, and the single thing needing attention today.

1. 1Download the .zip below and unzip it — inside you'll find the plugin file and an installation guide.
2. 2Open the Claude desktop app (Cowork) and start a new chat.
3. 3Click the + (attach) button and add the .plugin file — it appears with a PLUGIN badge.
4. 4Type "install this plugin" and send the message. (The install preview only appears after you send.)
5. 5On the preview, click Install. Every skill in the pack loads at once.
6. 6Say a trigger phrase (e.g. "close the month"). When a skill needs a tool, Claude prompts you to connect it via Settings → Connectors.