Morning briefing recipe

1. Call sales:pipeline_summary:get to collect key activity + pipeline metrics.
2. Call sales:followups:list to pull overdue and due-today company tasks.
3. Call sales:companies:temperature_list for Hot and then Warm.
4. Log work back via sales:notes:create with structured note_type.

Example call sequence

# 1) Summary
GET https://quoterocket.ai/shr/agent_api_router.php?agent=sales&resource=pipeline_summary&action=get

# 2) Open follow-ups
GET https://quoterocket.ai/shr/agent_api_router.php?agent=sales&resource=followups&action=list

# 3) Hot accounts
GET https://quoterocket.ai/shr/agent_api_router.php?agent=sales&resource=companies&action=temperature_list&temperature=Hot

# 4) Log an action
POST https://quoterocket.ai/shr/agent_api_router.php?agent=sales&resource=notes&action=create

Operational tips

• Use hints=0 when you need smaller payloads on GET calls.
• Use Idempotency-Key on POST and retry safely.
• Store request_id values for support traceability.
• Use personal todos:* only for non-company reminders.