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Get a daily briefing every morning
Every morning, one short note is already waiting: your day's calendar, the emails that actually need you, and the two or three headlines that matter to your business — built by an agent while you were still asleep.
- What you'll build — A scheduled routine that runs on its own each morning and writes you a compact briefing: today's meetings, urgent or unanswered email, and a few relevant news items. You build it by chatting with your Personal Assistant — you never fill in a form — and it lands in its own conversation each morning so you can read it with your coffee.
- Who it's for — A founder or operator who wants a one-glance start to the day without opening three tabs.
- Time & plan — About 10 minutes. You'll need any plan that includes an agents budget (any Sales, Voice, Agents, or UGC plan), and you'll connect Gmail and Google Calendar so the agent can read them. Each morning's run draws a little from your agents budget.
Start from the built-in template
The Personal Assistant's Tasks tab ships a ready-made Daily morning briefing starter (in the automation examples). Click it and it opens a Personal Assistant chat with the whole request already written — the walkthrough below is exactly what happens after you send it. You can also just type the request yourself.
Ingredients
Everything lives under Agents in the left nav. You connect two apps once, then let the agent build the rest by chatting.
| # | You'll switch on | Where | Needed for |
|---|---|---|---|
| 1 | The Personal Assistant agent | Built in to the Agents section | Your one worker — it reads your apps and writes the briefing. It already exists |
| 2 | Gmail connector | Connect right from the chat (or Agents → Connectors) | Reading which emails are urgent or unanswered |
| 3 | Google Calendar connector | Connect right from the chat (or Agents → Connectors) | Reading today's meetings |
| 4 | Web search | On by default on the Personal Assistant | The couple of relevant news items |
| 5 | A daily schedule | The agent adds it for you | Firing the briefing every morning on its own |
Why no trigger here
A briefing should run on a clock, not react to an event — so this recipe uses a schedule, not a trigger. (The next recipes, payment thank-you and GitHub triage, are the event-driven kind.)
Steps
1. Open the Daily morning briefing starter
Open Agents → app.mychatbot.app/agents, open the Personal Assistant, and go to its Tasks tab. Under the automation starters, click Daily morning briefing. It drops you into a chat with the Personal Assistant, the request already filled in:
Set up a daily morning briefing for me. Every morning I want one short note: my calendar for the day, urgent or unanswered emails, and 2-3 news items that matter to my business. First ask me which of those sources to include, what time to deliver it, and my timezone…
Send it as-is, or tweak the wording first. Everything after this is a normal conversation.
2. Answer the agent's setup questions
The assistant won't guess — it asks first. A typical exchange:
Agent: Which sources should the briefing include — calendar, email, news, or all three? What time should it land, and what's your timezone?
You: All three. 7:30am, Europe/Kyiv.
That's enough for it to plan the routine. If you only want calendar and news, say so — it builds exactly what you ask for.
3. Connect Gmail and Calendar right in the chat
Because the briefing needs to read your email and calendar, and those aren't connected yet, the assistant shows a "Connectors that could help" panel right in the conversation — a card for Gmail and one for Google Calendar, each with a Connect button.
Agent: I'll need to read your email and calendar. Connect these two and I'll continue.
- Click Connect on Gmail → Google's sign-in opens in a popup → approve. The card flips to connected and Gmail is switched on for this agent at the same time.
- Do the same for Google Calendar.
- Click Continue.
The assistant picks the task straight back up. (You can also connect both ahead of time on Agents → Connectors — connecting from chat makes the same account-wide connection.)
A card must read Connected before the morning run can read it
If Gmail or Calendar shows Connect or Reconnect (sign-in expired) at run time, that source is silently skipped and the briefing comes back thinner. If a section goes missing one morning, check both cards on the Connectors page first.
4. Let it build the routine and run one sample
With the apps connected, the assistant writes the routine and — before scheduling anything — runs one sample briefing so you can check the format:
Agent: Here's a sample of this morning's briefing:
📅 Today — 3 meetings. 09:00 Standup · 11:30 Acme renewal call · 16:00 1:1 with Sam. 📥 Needs you — 2 unanswered threads older than a day: "Invoice #4021?" from billing@acme.com, "Re: contract redline" from legal@… 📰 Worth knowing — Competitor X raised a Series B · New EU e-invoicing rules land in Q3
Look good? I'll schedule it for 7:30am Europe/Kyiv daily once you approve.
Read it like you would at 7:30am. If the calendar section is too long, or you'd rather have five news items, or the tone's off — say so now and it re-runs the sample. Nothing is scheduled yet.
5. Approve, and it schedules itself daily
Once the sample looks right:
You: Perfect — schedule it.
The assistant attaches a daily schedule to the routine (under the hood, a cron like 0 7 * * * at your timezone with a 30-minute offset for 7:30). From tomorrow morning on, it wakes up, reads your calendar and inbox, pulls the headlines, and writes the briefing into the routine's own conversation — hands-off.
Where the briefing lands
A scheduled run posts its result into the routine's own conversation in your chats, not back to you over email or Telegram. Open that thread each morning to read the day's note. (Want it pushed somewhere? See Make it yours.)
Sample before you rely on it
You already saw one sample in Step 4 — that's the whole point of the "run one first" habit. To force another on demand, just ask in the same chat:
Run today's briefing again now so I can see it.
It runs once, immediately, and bills like any run. When you're happy, leave the schedule to do its thing.
Confirm and manage the schedule
Open the cross-agent Tasks page → app.mychatbot.app/agents/tasks, switch to the Scheduled view, and you'll see the briefing with its cadence, timezone, and next-run time. To pause, resume, change the time, or reword what it includes, open the Personal Assistant → its Tasks tab and edit the routine there (or just tell the assistant "move my briefing to 8am" in chat).
Make it yours
- Trim or expand the sources. "Drop the news, add my unread Slack DMs" — if you connect Slack, the briefing can fold in a channel or your DMs too. It reads whatever apps you've connected.
- Weekdays only. "Only Monday to Friday" — the schedule becomes
0 7 * * 1-5. Perfect for a work briefing you don't want on weekends. - Have it pushed to you. The briefing lives in its conversation by design (a scheduled, unattended run stays read-only for safety). If you want it to actually email or DM you, that's a send step — and any step that messages the outside world sits behind an approval gate, which pauses an unattended run until you tap approve. For truly hands-off delivery, keep it in the conversation, or wire your Personal Assistant's Telegram bot and check the thread there.
- A sharper voice. On the agent's Instructions tab, tell it how you like the briefing — bullets over prose, a "top 3 to act on" line up top, your name and role. Small, specific instructions go a long way.
See also
- Tasks & schedules — how scheduled runs are created, edited, and paused
- Routine YAML reference — the
schedules:block and cron cadences, if you'd rather edit as text - Connectors cheat sheet — connecting Gmail, Calendar, and more, including right from a chat
- Custom routines — building a multi-step routine by chatting
- Weekly ops digest by email — the same idea for your business numbers, emailed weekly
- Usage & billing — how each morning's run is metered