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Draft Morning News Brief
Group inbox alerts by watched company for team review
Use this Agent instantly or customize it - no programming needed
- morning cutoffmorning cutoff
Your chosen cutoff and time zone set the end of each 24-hour alert window.
- company watchlistcompany watchlist
Your current watchlist names the companies and approved aliases to match against news alerts.
- news alertsnews alerts
Your alert emails supply headlines, excerpts, original article links, and receipt times.
- brief formatbrief format
Your chosen format sets how each company and linked story appears in the draft.
- review channelreview channel
Your selected channel gives colleagues a place to review the draft before distribution.
Your spreadsheet holds the company names and approved aliases used to match alerts.
Your email inbox supplies alert emails from the 24 hours before your morning cutoff.
- source access problemsource access problem
Your team sees which source could not be read instead of receiving an incomplete brief.
Your team chat receives one dated draft for your team to review before distribution.
- no-news draftno-news draft
Your team sees a dated no-news note and any alerts that still need your review.
- morning news brief draftmorning news brief draft
Your team gets company headings, unique linked stories, short relevance notes, and alerts needing review.
This Agent starts at your morning cutoff and checks news alerts against your watchlist. It groups distinct stories and adds short notes on why they may matter. It posts the draft in your team's review chat with unclear alerts flagged.
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Google SheetsUsed as:
- Spreadsheet
Google Sheets holds the company names and approved aliases used to match alerts.
GmailUsed as:
- Email inbox
Gmail supplies alert emails from the 24 hours before your morning cutoff.
SlackUsed as:
- Team chat
Slack receives one dated draft for your team to review before distribution.
Microsoft OutlookUsed as:
- Email inbox
Microsoft Outlook supplies alert emails from the 24 hours before your morning cutoff.
AirtableUsed as:
- Spreadsheet
Airtable holds the company names and approved aliases used to match alerts.
monday.comUsed as:
- Spreadsheet
monday.com holds the company names and approved aliases used to match alerts.
ClickUpUsed as:
- Team chat
ClickUp receives one dated draft for your team to review before distribution.
ZoomUsed as:
- Email inbox
Zoom supplies alert emails from the 24 hours before your morning cutoff.
- Team chat
Zoom receives one dated draft for your team to review before distribution.
TelegramUsed as:
- Team chat
Telegram receives one dated draft for your team to review before distribution.
Microsoft ExcelUsed as:
- Spreadsheet
Microsoft Excel holds the company names and approved aliases used to match alerts.
Microsoft TeamsUsed as:
- Team chat
Microsoft Teams receives one dated draft for your team to review before distribution.
Google ChatUsed as:
- Team chat
Google Chat receives one dated draft for your team to review before distribution.
Microsoft Office 365Used as:
- Email inbox
Microsoft Office 365 supplies alert emails from the 24 hours before your morning cutoff.
- Spreadsheet
Microsoft Office 365 holds the company names and approved aliases used to match alerts.
RingCentralUsed as:
- Team chat
RingCentral receives one dated draft for your team to review before distribution.
SmartsheetUsed as:
- Spreadsheet
Smartsheet holds the company names and approved aliases used to match alerts.
ChatworkUsed as:
- Team chat
Chatwork receives one dated draft for your team to review before distribution.
BasecampUsed as:
- Team chat
Basecamp receives one dated draft for your team to review before distribution.
WhopUsed as:
- Team chat
Whop receives one dated draft for your team to review before distribution.
Zoho MailUsed as:
- Email inbox
Zoho Mail supplies alert emails from the 24 hours before your morning cutoff.
ConnecteamUsed as:
- Team chat
Connecteam receives one dated draft for your team to review before distribution.
DialpadUsed as:
- Team chat
Dialpad receives one dated draft for your team to review before distribution.
Zoho SheetUsed as:
- Spreadsheet
Zoho Sheet holds the company names and approved aliases used to match alerts.
Microsoft ExchangeUsed as:
- Email inbox
Microsoft Exchange supplies alert emails from the 24 hours before your morning cutoff.
TwitchUsed as:
- Team chat
Twitch receives one dated draft for your team to review before distribution.
KintoneUsed as:
- Spreadsheet
Kintone holds the company names and approved aliases used to match alerts.
Made for your industry
Draft Morning News Brief is made for businesses in these industries.
- Financial Services
Prepare a morning brief on companies the investment team watches.
Show all Agents for the Financial Services industry
Made for your role
Draft Morning News Brief is made for people in these roles.
- Investment Analyst
Turn company news alerts into a linked brief for team review.
Show all Agents for the Investment Analyst role
Made for your department
Draft Morning News Brief is made for people in these departments.
- Investment Research
Group overnight coverage by watched company for research review.
Show all Agents for the Investment Research department - Investment Management
Bring overnight company news into one brief for team review.
Show all Agents for the Investment Management department
How Draft Morning News Brief works
5 steps, in order, on every run.
-
Read the WatchlistRead company names and aliases from your chosen spreadsheet. Use them to match incoming coverage.
-
Gather Overnight AlertsCollect news alerts from your chosen inbox for the 24 hours before cutoff. Keep each original article link.
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Match and Trim StoriesMatch alerts to watched companies and remove clear repeats. Flag uncertain matches, unclear repeats, and missing links for review.
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Write the BriefGroup unique stories by company. Add each original link and a short relevance note grounded in the alert.
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Post the Review DraftPost the dated brief in your team's chosen review channel. Include flagged alerts for the analyst to check.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Slack.
25 tools
- Choose the daily morning cutoff time and time zone for the brief.
- Choose the news alert inbox or label whose messages contain headlines, excerpts, and original article links.
- Choose the watchlist spreadsheet and keep each company name and approved aliases current.
- Choose the investment team's review channel and the news brief format: date, company heading, headline, original link, and short relevance note.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Draft Morning News Brief:
You choose the morning cutoff and time zone. You also choose your alert inbox and watchlist spreadsheet. You pick the team's review channel and brief format.
Your draft includes clear repeats only once. The analyst sees uncertain matches and unclear repeats flagged for review. Alerts missing links appear there too.
The Agent writes short notes from alert excerpts. Your analyst sees alerts flagged when they lack enough context.
Your team still gets a dated no-news draft. If the Agent cannot read a source, it posts the specific access problem in your review channel.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.