Morning brief
A morning brief is a bounded pull-together: what landed overnight, what is on the calendar, and which deals or tasks moved.
Prerequisites
Section titled “Prerequisites”- Running private workspace and a chat channel
- At least one of: connected mail, calendar, CRM in Connections
- Name the sources in the ask if you have several
Example ask
Section titled “Example ask”Morning brief for today in my timezone: unread mail that looks urgent, calendar through 18:00, and CRM deals with activity in the last 24 hours. Bullets only. Do not email anyone.
What John can read
Section titled “What John can read”The connected apps you named, plus the Slack or Telegram thread you are in. He cannot see a tool you have not connected.
What needs approval
Section titled “What needs approval”None if you asked for a briefing only. Sending a digest to someone else needs approval.
Expected output
Section titled “Expected output”A short bullet list you can scan in two minutes. Ask for a table if you prefer.
Credits and limits
Section titled “Credits and limits”Uses AI spend and connection calls. Keep the window tight (“today”, “last 24 hours”) so he does not roam. Recurring version: Recurring briefings (beta).