FREE BUSINESS WORKFLOW · AI AS AN ASSISTANT

Turn daily notes into a brief and glossary

Capture actions and clarify unfamiliar terms.

Scheduled tasks / Saved context · No sign-up

When to use it

When daily notes need a recap and unfamiliar company terms need clarification.

What you’ll get

A daily recap and reviewed glossary.

Work through the steps

Before you start

An approved assistant with scheduling, meeting/message access, and editable context files.

Step 01

Set the schedule

Confirm access.

Schedule a morning brief at [time, timezone] using [approved sources] and [glossary file]. Report inaccessible sources.

Step 02

Find the actions

Summarize yesterday’s meetings and overnight messages. Link sources. Extract actions, owners, deadlines, and urgent blockers; mark missing details.

Step 03

Spot unfamiliar terms

List unfamiliar terms and project names. Quote supporting context and flag ambiguous meanings. Do not guess definitions.

Step 04

Ask for clarification

Ask me to define each unfamiliar term. Propose a glossary entry for my review before saving.

Step 05

Keep approved knowledge

Verify saved changes.

Save only approved definitions to [glossary file]. Update the existing scheduled task to load this glossary and repeat these steps, asking before edits. Show saved instructions.

Step 06 · Review before use

Verify actions against sources.
Confirm approved definitions were saved.
Check the next brief uses them.

If you get stuck: Without scheduling or connectors, run manually with approved notes. Without saved context, reattach the glossary next time.

Inspired by ChatPRD’s morning-brief workflow. Prompts above are original Hiatt Co practice material.

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