Monday Kickoff Brief
Business operations skill, available on Zeplik
Monday Kickoff Brief is a ready-to-run business operations skill on Zeplik. Use for the WEEKLY Monday-morning business kickoff -- "monday brief", "start-of-week briefing", "what does my week look like across cash, sales and pipeline". Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
The Monday Kickoff Brief skill loads automatically when your request matches it, or you can invoke it directly by typing /monday-brief in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.
What the Monday Kickoff Brief skill can do
- Pull cash balance and 7-day net flow from QuickBooks
- Compare sales trend week over week with top SKU from PayPal or Square
- Surface stalled deals and new leads from HubSpot pipeline
- Rank the three highest-leverage to-dos for the week ahead
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Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.
How the Monday Kickoff Brief skill works
Run the Monday Morning Briefing. Pull from every connector that's live, gracefully degrade when one isn't, and deliver a one-page brief the owner can read in under two minutes.
Parse arguments:
--post(defaultnone) — post the brief summary toslack,teams, ornone--save-to(defaultfiles) —files(Google Drive / OneDrive),desktop(local), orboth
Step 1 — Pull the business pulse
Pull in this order, scoping to whatever is connected:
- Cash — QuickBooks balance + last 7 days of net flow
- Sales trend — PayPal/Square last 7 days vs. prior 7 days, % change, top SKU
- Pipeline — HubSpot deals moved, deals stalled (>14 days no activity), new inbound leads
- This week's commitments — Calendar events with external attendees, deliverable deadlines
- Watch-list — unread Gmail flagged "needs reply," Slack DMs awaiting response
- The 3 things — the three highest-leverage actions for today, ranked
If a connector is missing, note it in the brief ("PayPal not connected — sales trend skipped") rather than failing.
Step 2 — Format the one-page brief
Layout (markdown, fits on one screen):
# Monday Brief — {Mon DD, YYYY}
## Cash
{$X balance · {+/-}$Y net last 7 days · runway note}
## Sales (last 7d vs prior 7d)
{$X total · {+/-}Z% · top SKU: {name} ({$})}
## Pipeline
{N deals moved · M stalled · K new leads}
## Week ahead
- {Tue 10am} — {Customer X discovery call}
- {Thu EOD} — {Proposal due to Y}
- ...
## Three things that need you today
1. {Highest-leverage action with one-line why}
2. {...}
3. {...}
Step 3 — Save and (optionally) post
- Save the brief to the chosen
--save-tolocation:files— Google Drive or OneDrive root, filenamemonday-brief-YYYY-MM-DD.mddesktop—~/Desktop/monday-brief-YYYY-MM-DD.mdboth— both locations
- If
--post slackor--post teams, post the Three things section only (not the full brief — keep the channel post short) and link to the saved file. - Show the full brief in chat regardless of save target.
Approval gates
- Saving the file is auto. No approval needed — it's the owner's own drive.
- Posting to Slack/Teams requires confirmation. Show the post draft and wait for "post it" before publishing.
- Never post if the brief surfaces unflattering numbers (significant cash drop, deal slipping) without explicitly asking the owner — the channel may have non-leadership members.
Cadence note
This command is designed to run weekly. The owner may schedule it via Cowork's task scheduler — when run on Monday at 7am ET, the output goes straight to their drive and (if configured) Slack/Teams DM channel.
How to use the Monday Kickoff Brief skill
Sign in to Zeplik
Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Monday Kickoff Brief skill right away.
Describe your business operations task
Ask in plain language, or type /monday-brief to invoke the skill directly. Zeplik recognizes the Monday Kickoff Brief skill and applies its method.
Review and refine the result
Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.
Source and credit
- Author
- Anthropic
- License
- Apache-2.0
Adapted from the open-source anthropics/knowledge-work-plugins project and tuned to run natively on Zeplik. View source on GitHub.
Frequently asked questions
- What is the Monday Kickoff Brief skill?
- Monday Kickoff Brief is a ready-to-run business operations skill on Zeplik. Use for the WEEKLY Monday-morning business kickoff -- "monday brief", "start-of-week briefing", "what does my week look like across cash, sales and pipeline". Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
- How do I use Monday Kickoff Brief on Zeplik?
- Sign in to Zeplik and ask in plain language, or type /monday-brief in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
- Which AI model does the Monday Kickoff Brief skill use?
- Any model you choose. Zeplik works across every model in one chat, so the Monday Kickoff Brief skill runs on your preferred model for the task.
- Where does the Monday Kickoff Brief skill come from?
- The Monday Kickoff Brief skill is adapted from the open-source anthropics/knowledge-work-plugins project (Apache-2.0) and tuned to run natively on Zeplik. The original source is linked on this page.
- How much does the Monday Kickoff Brief skill cost?
- Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.
Related business operations skills
- Business Pulse CheckUse when a business owner wants a whole-business snapshot -- 'how is the business doing', 'catch me up on everything', 'what am I missing this week' -- one page: cash, sales, pipeline, commitments, top priority. Not for product metrics deep-dives (use metrics-review) or quarterly reviews (use quarterly-review).
- Capacity PlannerUse for resource capacity planning -- 'do we have the people for next quarter', workload analysis, utilization forecasting, hire-vs-deprioritize calls, stress-testing upcoming projects against the team you have. Not for scoping a single sprint (use sprint-planning).
- CEO AdvisorUse for executive leadership: strategic decisions, board and investor management, org culture, CEO operating rhythm. Not for a morning business status digest (use business-pulse).
- Change Request WriterUse when a system or process change needs formal approval -- 'write a change request for the DB migration', impact analysis, risk and rollback plan, CAB-ready change record, stakeholder comms for the rollout.
- Compliance TrackerUse to track compliance programs and audit readiness -- 'where are we on SOC 2', ISO 27001 / GDPR requirement tracking, evidence collection status, control gaps and remediation owners. Not for checking whether one launch or campaign is compliant (use compliance-check).
- CTO AdvisorUse for technology leadership strategy: engineering org scaling, tech debt, architecture governance, DORA metrics. Not for designing a specific system's architecture (use architecture).
More on Zeplik
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