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PortafolioSor0/claude-skills-ops-routine

Second step of the operator's daily routine for the client account. Builds the day's plan from docs/pendientes.md (unfinished tasks from earlier days plus urgent new ones), proposes an order, and asks the operator which tasks to implement before doing anything. Use when the operator asks "qué hacemos hoy", "planea el día", "qué falta", "qué sigue" or runs /daily-plan, usually after /daily-intake.

What is claude-skills-ops-routine?

claude-skills-ops-routine is a Claude Code agent skill that second step of the operator's daily routine for the client account. Builds the day's plan from docs/pendientes.md (unfinished tasks from earlier days plus urgent new ones), proposes an order, and asks the operator which tasks to implement before doing anything. Use when the operator asks "qué hacemos hoy", "planea el día", "qué falta", "qué sigue" or runs /daily-plan, usually after /daily-intake.

Works with✓Claude Code~Codex CLI~Cursor
npx skills add https://github.com/PortafolioSor0/claude-skills-ops-routine/tree/HEAD/skills/daily-plan

Installed? Explore more Productivity & Collaboration skills: steipete/gemini, steipete/gh-issues, steipete/skill-creator · View all 6 →

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Documentation

Daily plan

Goal: the operator picks, with a single question, what gets done today. Implement nothing until they answer.

Speak to the operator in Spanish and start with their name.

1. Read the current state

  • docs/pendientes.md: the single task list.
  • The latest note in docs/reuniones/: decisions and changes Jordan asked for.
  • The "Pendientes conocidos" section of CLAUDE.md, and the handoff.md of any spec that has dated tasks.
  • git log --since the last meeting: what has already been done, so nothing gets proposed twice.
  • If daily-intake didn't run today, check whether there's a new meeting or files in New/, and suggest running it first.

2. Classify each open task

GroupCriterion
UrgentDeadline within 3 days, or it blocks something with a fixed date (compliance review ~2 weeks ahead, scheduled campaign emails, ad launch dates, the end of the Medicare Annual Enrollment Period on 12/7, a webinar)
Client is waitingJordan asked for it, or it's a document Jordan has to approve or upload
Can be done nowNo blockers, and Claude can do it with the repo, the CRM (API or browser) or Gmail
BlockedDepends on Jordan, an outside vendor, compliance or an insurer. It's not proposed; it only shows as "what we're waiting on"
Other sessionImages or visual design: the operator does it in another Claude session. Mention it, don't propose it

Rules:

  • Unfinished tasks from earlier days come before new ones that aren't urgent.
  • Writes to the CRM or any outward action (sending an email, publishing, activating a workflow) are proposed with a warning that they need the operator's OK. Never touch active workflows.
  • Include the time cost when it's large (for example, "browser in the workflow builder, slow").

3. Show the plan and ask

  1. In chat, briefly:
    • Urgent: 1–3 tasks, each with its reason (deadline or blocker).
    • Can be done now: the rest, in recommended order.
    • What we're waiting on: one line per person or vendor.
  2. Then one AskUserQuestion with multiSelect: true, with up to 4 options (the most useful ones; the first marked "(Recommendation)"). The operator can add others under "Other".
  3. Implement only what they pick, in that order. After each task:
    • mark it [x] … · hecho AAAA-MM-DD in docs/pendientes.md;
    • commit (CLAUDE.md: the operator as author, no AI attribution, no push).

4. At the end of the day

When the tasks the operator picked are done, suggest running /client-update to prepare the page for the next meeting.

Individual skills in this repo

This repo contains 3 individual skills — each has its own dedicated page.

PortafolioSor0/claude-skills-ops-routine

Third step of the operator's daily routine for the client account. Builds the "what's new" page that the operator shows Jordan (the client) at the next meeting, with only the progress since the last meeting, written in first person in the operator's voice (never as if an AI made it), publishes it, and gives the operator the list of documents created with where they are. Use when the operator says "arma la presentación para Jordan", "la página de avances", "lo nuevo para la reunión" or runs /client-update.

PortafolioSor0/claude-skills-ops-routine

First step of the operator's daily routine for the client account. Reads the latest meeting with the client (Granola transcript), the client's recent emails, and everything the operator left in the New/ inbox folder; files each item where it belongs in the repo and records the new tasks in docs/pendientes.md. Use when the operator says "empecemos el día", "revisa la reunión de hoy", "revisa la transcripción", "revisa New" or runs /daily-intake.

PortafolioSor0/claude-skills-ops-routine

Connects Claude to the user's GoHighLevel (GHL / HighLevel / LeadConnector) account from their PC using the official LeadConnector connector and the API. Guides connector setup, login, two-step verification by EMAIL (never SMS/phone) and reading the code from the inbox. Use it whenever the user asks to connect, reconnect, authenticate or fix access to GHL, HighLevel or LeadConnector, when a token fails or returns 401, or when they ask to review workflows, contacts or bulk actions in GHL and the connector isn't working yet, even if they don't say "skill" or "API".

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