A morning digest: email, calendar and tasks on one page

Processes that need more than one tool

Each process below uses several tools, each for the job it does best. Any AI chat assistant works where one is named.

1. Collect the sources

   Tools, in order: your email inbox → an automation tool

   1. Connect your email, your calendar and your task list to the automation tool, with read-only access where offered.
   2. Filter to today's events, the last day's unread mail with urgent labels and tasks due this week.

   The prompt for this process

   Help me decide what my morning digest should collect, so it reads as little as possible.
   
   My mail labels: [list]
   Calendars: [list]
   Task list tool: [e.g. my task app]
   What counts as urgent for me: [e.g. customers, suppliers, payments]
   
   Write filters for each source: which items, from what time window, which fields to keep. Mark every connection as read-only and point out any source where read-only is not possible, so I can decide. Leave out sensitive personal data that the digest does not need.
   
   Start with the mail filter.

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2. Summarise

   Tools, in order: an automation tool → any AI chat assistant

   1. Add an AI step in the automation tool that receives the filtered items.
   2. Give it a fixed instruction and test it on three mornings before relying on it.

   The prompt for this process

   You are one step in my morning automation. Turn the items below into a short digest.
   
   Events: [mapped calendar fields]
   Emails: [mapped sender, subject, first lines]
   Tasks: [mapped title, due date]
   
   Rules: three sections (Meetings, Urgent mail, Top three tasks), one line per item, at most 150 words. Pick the top three tasks by due date and by whether a meeting today depends on them. Use only these items, never invent details and never draft replies. If an item is unclear, end its line with [CHECK?]. Check the length and the rules before returning.
   
   Start with Meetings.

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3. Deliver to one page

   Tools, in order: an automation tool → a notes app

   1. Schedule the scenario in the automation tool for 7:30 in your time zone and write the digest to one notes page.
   2. Put the newest digest on top and keep older ones below for a week.

   The prompt for this process

   Help me set up the delivery of my morning digest to one notes page.
   
   Page name: [e.g. Today]
   Time I want it: 7:30, time zone [e.g. Europe/London]
   Digest sections: Meetings, Urgent mail, Top three tasks
   
   Explain in plain steps how to schedule the run in the automation tool for my time zone and add the digest as a new block at the top of the page, with the date as a heading. Add a way to see that a run failed, for example a line that says "no digest today". Suggest how long to keep old digests.
   
   Start with the schedule.

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4. Prep notes for today's meetings

   Tools, in order: Granola → a notes app

   1. Take notes in your meetings with Granola and tell people that notes are being taken.
   2. Before each meeting, copy the last notes and the open action items with the same people into the day's notes page.

   The prompt for this process

   Write a short prep note for a meeting today from my earlier notes.
   
   Meeting: [time, who, topic]
   Notes from our last meeting, from Granola: [paste]
   Open action items: [paste]
   
   Write at most 80 words: what we agreed last time, what is still open and who owns it, and 2 questions I should ask today. Use only the notes. If the notes disagree with each other, point it out instead of choosing. Format it to paste under the meeting in my notes page.
   
   Start with what we agreed.

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