daily-work-review

End-of-Day Work Review

Available Tools

This skill can call the following MCP data services, selected as needed during execution:

Yingmi Financial Data (qieman)

• Service address:https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse
• Core capabilities: fund search/diagnosis, portfolio analysis/backtesting, asset allocation plans, CFP toolchain, chart rendering
• Optional tools for this skill:GetCurrentTime, GetLatestQuotations

Hang Seng Juyuan Financial Data (gildata-aidata)

• Service address: obtained after activating the Hang Seng Juyuan MCP service, in the format https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp
• Core capabilities: individual stock research (A/H/US), financial statements, capital flows, research reports and public opinion, wealth management products, macroeconomic data
• Optional tools for this skill: call as needed (this skill focuses on work data analysis, with MCP tools as supplementary assistance)

Input Requirements

Required information (injected via context)

• The day's work data, including any of the following:
  • Outreach status (planned contacts/actual contacts/customer feedback)
  • Deal status (number of transactions/amount)
  • Meeting records
  • Unfinished items

Optional information

• Comparison with the day's goals
• Difficulties encountered

Execution Flow

Step 1: Data organization

• Call GetCurrentTime to get the date
• Parse the work data provided by the user
• Call GetLatestQuotations to get the day's market conditions (as work background)

Step 2: Dimensional analysis

• Outreach efficiency: planned vs. actual, effective outreach rate
• Deal conversion: conversion rate from outreach to deal
• Customer feedback: distribution of positive/neutral/negative
• Analysis of reasons for incompletion

Step 3: Generate review report and improvement suggestions

Output template

## 日终复盘 | {日期}

### 一、今日数据
| 指标 | 计划 | 实际 | 完成率 |
|------|------|------|--------|
| 通联客户 | {X}位 | {X}位 | {X}% |
| 有效通联 | — | {X}位 | — |
| 面谈 | {X}位 | {X}位 | {X}% |
| 成交 | — | {X}笔/{X}万 | — |

### 二、今日亮点
1. {做得好的地方}
2. {值得肯定的行为}

### 三、待改进
1. {问题}：{分析和建议}
2. {问题}：{分析和建议}

### 四、未完成事项
- {事项1}（原因：{原因}，下一步：{计划}）
- {事项2}

### 五、明日重点提醒
- {需要跟进的客户或事项}

---
*复盘报告基于提供的数据生成，请确认数据准确性。*

Notes

• Context-injection type: entirely based on the work data provided by the user
• Positive guidance: mention highlights first, then improvements, and stay positive
• Actionable: improvement suggestions must be specific and executable
• Data-driven: quantify as much as possible and avoid vague descriptions