办公自动化 · 技能模板
OperationsDailyBriefingSkill
自动汇总来自 CRM、运营后台与客服系统的指标,输出结构化日报、重点异常与建议行动项,支持导出为 Markdown 或邮件草稿。
Skill 结构概览
- 指令层:定义日报结构、关键指标与异常描述模板。
- 资源层:包含日报示例、关键指标阈值、行业基准表。
- 工具层:脚本汇总数据源、生成图表链接与行动建议。
推荐资源
- templates/daily-brief-outline.md —— 日报结构与写作提示。
- data/kpi_dashboard.csv —— 指标聚合结果。
- scripts/daily_brief.py —— 汇总并生成输出的脚本。
示例 SKILL.md 片段
---
name: OperationsDailyBriefingSkill
description: >
Generate a unified operations daily briefing with KPIs, anomalies, and recommended next actions.
version: 1.1.1
visibility: team
tags:
- operations
- reporting
entrypoint:
command: draft_daily_brief
label: Produce daily operations brief
---
## When Claude should load this skill
- Run on a scheduler at `cron: 0 1 * * *` or launch manually ahead of stand-up and leadership huddles.
- Works best when operations teams need cross-functional context from KPIs, customer voice, and incident logs.
## Core workflow
1. Follow `instructions/daily-briefing.md` to confirm metric owners, threshold alerts, and escalation language.
2. Execute `python scripts/daily_brief.py` to emit `DAILY_BRIEF` summarizing trends, anomalies, and sentiment clusters.
3. Merge outputs into `templates/daily-brief-outline.md`, adding commentary for product, support, and ops leads.
## Linked resources
- `data/kpi_dashboard.csv` — Export of operational metrics with targets, owners, and thresholds.
- `data/customer_voice.csv` — Daily customer feedback themes with volume counts and sentiment tags.
- `instructions/daily-briefing.md` — Guidance on highlighting wins, blockers, and follow-up expectations.
- `templates/daily-brief-outline.md` — Report layout for Slack/email distribution.
- `logs/incidents.csv` — Optional incident feed to cross-reference with KPI dips.
daily_brief.py 样例
import pandas as pd
kpi = pd.read_csv("data/kpi_dashboard.csv")
voice = pd.read_csv("data/customer_voice.csv")
kpi["delta"] = kpi["value"] - kpi["target"]
top_negative = kpi.nsmallest(3, "delta")
themes = voice.groupby("theme")["count"].sum().reset_index()
top_voice = themes.nlargest(3, "count")
report = {
"summary": kpi[["metric", "value", "delta"]].to_dict("records"),
"alerts": top_negative.to_dict("records"),
"customer_voice": top_voice.to_dict("records"),
}
print("DAILY_BRIEF=", report)
1
上线流程
适配数据输入与通知渠道。
步骤 1: 确认数据导出格式与字段,配置每日同步或 API 拉取。
步骤 2: 调整指标阈值与异常提示文案,测试脚本输出。
步骤 3: 与团队协商分发方式,可自动生成邮件或推送到协作平台。
成功指标建议
-70%
日报制作时间
+40%
异常响应速度
95%
行动项跟进率