Run the Monday Opportunity Briefing

Review current opportunities, preserve source health, prepare an approved next action, and write the decision back.

Use this playbook to review the week's in-market accounts before choosing what to pursue. It works without won clients because it starts from managed watch discovery.

Playbook key: monday_opportunity_briefing

Version: 1.0.0

The machine-readable manifest is the executable declaration for this page.

Tool sequence

• list_in_market_accounts
• get_watch_contract
• list_watch_events
• get_watch_receipt
• request_report
• record_outcome
• set_account_status

Read current inputs from the composed MCP reference. This page does not redeclare schemas.

Required scopes

• read:accounts
• read:watch
• generate:reports
• write:outcomes
• write:deals

Risk classes

Spend declaration

• managed_watch_slot: monthly
• growth_report: optional_per_job

This declaration names catalog items and cadence only. It does not restate prices.

Approval points

• Class 3 Growth Report deep work requires available budget and recorded spending authority before request_report.

Vergio prepares any next action but sends only through a channel and recipient with recorded authority.

Inputs

Workspace managed watch coverage, source health, this week's projected watch events, truth receipt, and operator decisions.

• managed watch contract and complete source lane health
• bounded watch events with lifecycle state and source completeness
• watch receipt with activity silence separate from source health
• operator choice to pursue, dismiss, or request a Growth Report

Outputs

A Monday opportunity briefing that preserves evidence age and source health, plus approved next actions and explicit write-back.

• in-market accounts with current evidence and lifecycle state
• source health with aged last-known-good evidence when recovery is pending
• optional approved Growth Report request
• pursued deal outcome or not_a_fit dismissal write-back

Preserve honest failure states

• awaiting_source_recovery is rendered with aged last-known-good evidence and never as an empty briefing
• degraded is rendered with aged last-known-good evidence and never as an empty briefing

Keep activity silence and source health separate. Never turn missing, partial, or failed evidence into an empty success.

Write back the decision

Begin with list_in_market_accounts. After presenting opportunities:

• Pursued deal: call record_outcome with a DEAL_STAGES action.
• Dismissed opportunity: call set_account_status with not_a_fit, or use the dismissal-with-reason path.

record_outcome does not accept a generic dismissed action. Do not invent an operator decision.

Updated July 23, 2026