sales-brief
anthropics/knowledge-work-plugins
Analyze sales trends and generate a 2-week content brief to promote winners and clear slow movers.
What is sales-brief?
This skill pulls sales data from PayPal and QuickBooks, identifies top and bottom performers, detects seasonality patterns, and produces a ready-to-use content calendar. Use it to make data-driven decisions about what to promote and how to move inventory.
- Ranks products by revenue, volume, and margin across configurable 30/60/90-day lookback windows
- Compares current sales to prior-year periods to identify seasonal patterns
- Cross-references HubSpot campaign activity to explain sales drivers
- Generates a 2-week content brief with specific product angles and channel recommendations (email, social, or both)
- Flags top sellers for promotion and bottom sellers for clearance or bundling
How to install sales-brief
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill sales-brief- PayPal or QuickBooks account connected (at least one required)
- Optional: HubSpot integration for campaign cross-reference
How to use sales-brief
- 1.Run the skill with optional `--lookback` flag (30d, 60d, or 90d; defaults to 30d)
- 2.Review the sales breakdown showing top and bottom performers ranked by revenue and volume
- 3.Check the seasonality analysis comparing current period to prior year
- 4.Read the 'why analysis' explaining likely drivers for each product's performance
- 5.Approve the generated 2-week content brief before publishing
- 6.Optionally request Canva asset generation for approved posts
Use cases
- E-commerce managers deciding which products to feature in next month's campaigns
- Sales teams identifying underperforming SKUs that need promotional intervention
- Marketing leaders planning seasonal content calendars based on historical sales data
- Small business owners reviewing quarterly performance and adjusting inventory strategy
- Teams coordinating multi-channel promotions (email, social) around proven winners
- E-commerce managers
- Sales operations teams
- Marketing strategists
- Small business owners
- Content planners
sales-brief FAQ
The skill requires at least one revenue source. If only PayPal or QuickBooks is available, it will run from that source and note which connector is missing. Both cannot be unavailable.
No. The skill generates a brief for your review only. You must approve it before any content is published or scheduled.
Yes. Use the `--lookback` flag with 30d, 60d, or 90d. The default is 30 days.
The skill will still run and produce the sales analysis and content brief. It will skip the campaign cross-reference in the 'why analysis' and note that HubSpot is not connected.
No. After you approve the brief, you can request Canva asset generation, which the skill will offer to create.
Full instructions (SKILL.md)
Source of truth, from anthropics/knowledge-work-plugins.
name: sales-brief description: Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days. allowed-tools: Read, WebFetch, Bash
Run the sales analysis and content brief. Pull what sold (and what didn't), explain why, and produce a ready-to-use content plan that acts on the data.
Parse arguments:
--lookback(default:30d) —30d,60d, or90dlookback window
Step 1 — Sales breakdown
Using the content-strategy skill workflow for sales analysis:
- Pull PayPal transactions for the lookback period grouped by item/service/SKU.
- Pull QuickBooks revenue by product/service category.
- Rank products by: total revenue, unit volume, and margin (if available in QB).
- Calculate each product's share of total revenue vs. prior equivalent period.
Top sellers: products that grew share or maintained top-3 rank. Bottom sellers: products with declining volume or below 5% of revenue.
Step 2 — Seasonality check
- Compare current period to same period in prior year (if QB history available).
- Flag any items with a seasonal pattern (e.g., spikes in Q4, slow summers).
- Note any new products with insufficient history to detect seasonality.
Step 3 — Why analysis
For each top and bottom seller, explain the likely driver:
- Price change, promo, new channel, seasonal demand, competitor move
- Cross-reference with HubSpot campaign activity for the period
- Note where attribution is inferred vs. confirmed
Step 4 — 2-week content brief
Produce a ready-to-use content brief:
2-Week Content Brief — {date range}
PUSH THESE (winners)
• {product}: {suggested angle} — {channel: email|social|both}
• {product}: {suggested angle} — {channel}
CLEAR THESE (slow movers)
• {product}: {promo angle or bundle suggestion} — {channel}
CONTENT CALENDAR
Week 1:
Mon: {post/email concept}
Wed: {post/email concept}
Fri: {post/email concept}
Week 2:
Mon: {post/email concept}
Wed: {post/email concept}
Fri: {post/email concept}
Connector failures
If both QuickBooks and PayPal are unreachable, stop — sales analysis requires at least one revenue source. If only one is connected, run from that source and note "QuickBooks not connected — revenue data from PayPal only" (or vice versa). If HubSpot is missing, skip campaign cross-reference in the "why analysis" and note it.
Approval gates
- Never auto-schedule or publish content. The brief is for owner review only.
- Never create Canva assets automatically — offer to generate them after owner approves the brief.
Output
Present the sales analysis, then the content brief. Ask the owner if they'd like to generate Canva assets for any of the planned posts.
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