Source: https://hiatt-co.com/workflows/morning-brief/

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](https://www.chatprd.ai/how-i-ai/workflows/build-a-self-improving-ai-morning-brief-to-capture-action-items-and-learn-company-jargon). Prompts above are original Hiatt Co practice material.

### Want your team to use this on your own work?

In a Hiatt Co workshop, we can adapt this process to your team’s work, tools, and review rules.

[Related training: AI as an Assistant](https://hiatt-co.com/programs/#assistant)

[Plan a workshop](https://hiatt-co.com/plan/?workflow=morning-brief)

[Back to free workflows](https://hiatt-co.com/workflows/#morning-brief)