Get a daily priorities brief

Here’s how you can wake up each day knowing exactly what your priorities are, with a brief tailor-made for you that tells you what you need to follow up on, what your objectives are, what you’re waiting on, what meetings you need to prepare for, any replies that you owe to people, and anything else that’s important that needs to stay top of mind, so nothing slips through the cracks, and you’re able to stay focused on exactly what your priorities are.

This is a brand new agent that we’re just getting started, and I wanna show you how I would set that up. I like to speak to my agent, and so the way that I would suggest doing it is clicking the microphone there, or pressing the space bar, so you can just talk. And I would begin with something like this:

“I want you to help me set up a daily priorities brief where you tell me if there’s any important responses that I owe, if there’s anything important that I’m waiting on, what my main three objectives should be for each day, and I want you to email me this, and I also want you to text me a very brief version of this as well. I want to set this up once, and then once we like it, I’d like you to do this on a daily basis. Let me know if there’s anything else that you think I should connect or that would be valuable to include in this that I haven’t thought of.”

So this says email and calendar are the best starting points. Slack and any task tracker you use would be useful context. Great. I need to add my email and calendar connections, so let’s do that.

And you can either make this only personal, only business, or you can combine them all into one. So you get one daily brief with your personal and your business life all combined, however you wanna set it up. I selected from some connections that I already have in place within Tasklet, just not with this agent. So I’m gonna let it know. “I just added Slack, email, and calendar. Let’s get started.”

I added those connections. Now it’s asking for permission, so I will allow, give it permission to all of those items. Great. Now it can go through my email, calendar, and Slack, find what my priorities are based on what I just asked it to do. So this just opened up a sidebar here with an example of the daily brief, which is great.

Another way that I like to communicate with my agents is also on the phone. So I might say, “This looks great, but please make it a little bit more brief so that I don’t have to read that much text. Make it more concise.” You can continue to refine and iterate.

And it is simultaneously showing up on all of my devices. One of the cool things with Tasklet is everything happens in the cloud, so you could shut all your devices down once it’s connected. Everything continues to happen. Nothing depends on your devices being open. Let’s verify phone number. Great. Verify. We are connected via phone. And it already said, “Priorities, here you go.” Perfect.

The next thing that I wanna do from there is say, “Moving forward, please send this to me every day at 6:15 AM so that I can read this on my way to work.” And just like that, now we have a daily brief that is coming to me every day at 6:15 AM. If I wanted to make a tweak, again, I can just say, “Weekdays only.” And you can make adjustments just by talking back and forth with your agent. Now it’s only sending Monday through Friday.

And that’s how you can start each day with a priorities brief, right in your inbox or right on your phone, that only gets better over time.