Reporting & briefing skills

Reference catalog. New here? Read What is Surfaice? and Skills first.

Reporting skills synthesize data from connected systems into actionable summaries — morning briefs, PDF exports, portfolio snapshots, and single-store deep dives.

Daily briefings

Skill	What it does
`daily-briefing`	Morning priorities, escalations, what needs attention today
`daily-brief`	Franchise development morning brief — blockers and today’s focus
`estimator-briefing`	Estimator bid inbox and deadline digest
`start-my-day`	Program chief-of-staff briefing across integrations
`portfolio-focus`	Cross-project risk focus — what’s at risk on time or cost and why

Portfolio reports

Skill	What it does
`report-portfolio-overview`	Pipeline counts, status breakdown, portfolio snapshot
`report-status-budget`	Status and capital by stage, deal-type mix
`report-overdue-milestones`	Overdue milestone report (often exported to PDF)
`portfolio-analytics`	Geographic distribution, prototype mix, permit processing times
`portfolio-triage`	Cross-project attention ranking
`portfolio-dashboard`	Schedule health dashboard across active projects
`financials`	Budget variance, overruns, change orders, program capital summary
`workload-analysis`	PM/GC capacity, overloaded roles, pipeline counts
`pipeline-status`	Franchise pipeline — stages, TI receivables, risk flags

Deep dives

Skill	What it does
`project-deep-dive`	Full status for one store — notes, handover, timeline
`single-project-deep-dive`	Timeline, issues, next steps for one project
`project-detail`	Team contacts, schedule, top issues for one Walmart remodel
`store-deep-dive`	Lucernex facility/contract deep dive

Field & program activity

Skill	What it does
`daily-log`	Superintendent daily log digest for active job
`program-activity`	Program-wide subcontractor activity summary
`initiatives-behind-schedule`	Overdue Wrike initiatives
`initiatives-starting-soon`	Initiatives starting within 3 weeks

Deliverable generation

These platform document skills often pair with domain skills when users need a file export:

Skill	What it does
`generate-pdf`	Merge, split, OCR, or export PDF files
`generate-excel`	Spreadsheet creation and manipulation
`generate-docx`	Word document deliverables
`generate-pptx`	Slide decks
`generate-surfaice-html`	Branded HTML reports for SendFile preview
`template-builder`	Produce deliverables “by example” and save reusable templates

Example prompts

daily-briefing — what should I focus on today?

report-portfolio-overview as PDF

financials — program budget summary for Q3

workload-analysis — which PMs are overloaded?

project-deep-dive store 1707

portfolio-focus across my projects

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Reporting & briefing skills

Daily briefings

Portfolio reports

Deep dives

Field & program activity

Deliverable generation

Example prompts

​Daily briefings

​Portfolio reports

​Deep dives

​Field & program activity

​Deliverable generation

​Example prompts

​Related

Daily briefings

Portfolio reports

Deep dives

Field & program activity

Deliverable generation

Example prompts

Related