- AI-Agent
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Send Morning Briefing
Rank replies and open tasks in a weekday direct message
Use this Agent instantly or customize it - no programming needed
- Briefing timeBriefing time
Your weekday schedule supplies the current time for each morning briefing.
- Last briefing timeLast briefing time
Your last successful briefing time sets where the next chat review starts.
- Recent chat activityRecent chat activity
Your direct messages, mentions, and thread replies show new requests and responses.
- Open tasksOpen tasks
Your open tasks show unfinished work, due dates, and priorities.
- Meeting follow-upsMeeting follow-ups
Your dated meeting follow-ups show the actions still on your task list.
- Briefing settingsBriefing settings
Your urgency rules, meeting lookback window, and sheet columns guide the review.
Your work chat supplies recent requests and delivers your morning briefing by direct message.
Your task sheet holds open work, meeting follow-ups, and the time of your last briefing.
- Source access noticeSource access notice
You learn which source was unavailable, so you know why your briefing stopped.
- Task updatesTask updates
Your task sheet gains missing chat requests and updated rows with context and source links.
- Morning briefingMorning briefing
Your direct message ranks replies, meeting follow-ups, and tasks with links and next steps.
- Briefing checkpointBriefing checkpoint
Your task sheet saves the time of a delivered briefing so the next review starts there.
This Agent starts at 8 a.m. on weekdays in your chosen time zone. It checks new chat requests against your task sheet. It updates the sheet, then sends your ranked direct message.
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Google SheetsUsed as:
- Task sheet
Google Sheets holds open work, meeting follow-ups, and the time of your last briefing.
SlackUsed as:
- Work chat
Slack supplies recent requests and delivers your morning briefing by direct message.
monday.comUsed as:
- Task sheet
monday.com holds open work, meeting follow-ups, and the time of your last briefing.
ClickUpUsed as:
- Work chat
ClickUp supplies recent requests and delivers your morning briefing by direct message.
- Task sheet
ClickUp holds open work, meeting follow-ups, and the time of your last briefing.
ZoomUsed as:
- Work chat
Zoom supplies recent requests and delivers your morning briefing by direct message.
- Task sheet
Zoom holds open work, meeting follow-ups, and the time of your last briefing.
Microsoft ExcelUsed as:
- Task sheet
Microsoft Excel holds open work, meeting follow-ups, and the time of your last briefing.
Microsoft TeamsUsed as:
- Work chat
Microsoft Teams supplies recent requests and delivers your morning briefing by direct message.
Google ChatUsed as:
- Work chat
Google Chat supplies recent requests and delivers your morning briefing by direct message.
Microsoft Office 365Used as:
- Task sheet
Microsoft Office 365 holds open work, meeting follow-ups, and the time of your last briefing.
RingCentralUsed as:
- Work chat
RingCentral supplies recent requests and delivers your morning briefing by direct message.
SmartsheetUsed as:
- Task sheet
Smartsheet holds open work, meeting follow-ups, and the time of your last briefing.
Wealthbox CRMUsed as:
- Task sheet
Wealthbox CRM holds open work, meeting follow-ups, and the time of your last briefing.
PipefyUsed as:
- Task sheet
Pipefy holds open work, meeting follow-ups, and the time of your last briefing.
KintoneUsed as:
- Task sheet
Kintone holds open work, meeting follow-ups, and the time of your last briefing.
Made for your industry
Send Morning Briefing is made for businesses in these industries.
- Advertising and Marketing
Rank campaign requests alongside open meeting follow-ups.
Show all Agents for the Advertising and Marketing industry - Software
Prioritize product team replies and open delivery tasks.
Show all Agents for the Software industry - IT Services
Flag client support requests and overdue follow-ups from chat.
Show all Agents for the IT Services industry - Consulting
Rank client replies and engagement follow-ups for the morning.
Show all Agents for the Consulting industry - Public Relations
Surface timely client replies and unfinished campaign follow-ups.
Show all Agents for the Public Relations industry
Made for your role
Send Morning Briefing is made for people in these roles.
- Project Coordinator
Add actionable chat requests to the shared task sheet.
Show all Agents for the Project Coordinator role - Administrative Assistant
Capture office requests from chat in the task sheet.
Show all Agents for the Administrative Assistant role - Project Manager
Highlight decisions awaiting a reply and unfinished project actions.
Show all Agents for the Project Manager role - Business Owner
Put urgent team replies and overdue commitments first.
Show all Agents for the Business Owner role - Executive Assistant
Brief on urgent replies and open leadership follow-ups.
Show all Agents for the Executive Assistant role - Account Manager
Prioritize client-related replies and meeting follow-ups.
Show all Agents for the Account Manager role - Client Delivery Manager
Rank delivery team replies and pending client follow-ups.
Show all Agents for the Client Delivery Manager role - Department Manager
Rank team requests against open meeting follow-ups.
Show all Agents for the Department Manager role - Chief of Staff
Sort leadership requests and meeting follow-ups by urgency.
Show all Agents for the Chief of Staff role - Operations Manager
Bring urgent handoffs and overdue tasks into one morning plan.
Show all Agents for the Operations Manager role
Made for your department
Send Morning Briefing is made for people in these departments.
- Project Management
Surface unanswered project messages and open meeting actions.
Show all Agents for the Project Management department - Client Services
Rank client-related replies and pending service follow-ups.
Show all Agents for the Client Services department - Administration
Turn chat requests into tracked office tasks and a morning plan.
Show all Agents for the Administration department - Operations
Prioritize cross-team requests and overdue work each morning.
Show all Agents for the Operations department
How Send Morning Briefing works
6 steps, in order, on every run.
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Read Open TasksRead the last briefing time and open task rows. Include meeting follow-ups from the lookback period you choose.
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Review New ChatReview accessible direct messages, mentions, and thread replies since the last briefing. Check replies before treating a message as an open request.
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Rank Next StepsCompare unanswered requests with open tasks. Rank replies and follow-ups using your urgency rules. Put unclear items in a needs-review section.
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Update the Task SheetAdd missing chat requests with source links. Update matching rows with new context or changed priority.
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Send the Morning PlanSend a direct message with urgent replies first. Follow with meeting follow-ups and other open work. Include next steps and source links.
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Save the Briefing TimeSave this run's time after the direct message succeeds. Keep the prior briefing time if delivery fails.
How to Get Started
Connect the tools you already use, such as Google Sheets, Slack or monday.com.
14 tools
- Choose the person's chat account and the direct-message destination for the briefing, and grant access to the conversations to review.
- Choose the task spreadsheet and columns for task text, owner, due date, priority, status, source link, meeting date, and last briefing time; enter the initial briefing time.
- Set the weekday schedule to 8 a.m. in the person's time zone, the urgency rules, and how far back to review meeting follow-up rows.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Morning Briefing:
Yes. Choose the chat account, accessible conversations, and task sheet. Set the lookback window and urgency rules. Choose where the briefing lands.
No. Add dated meeting follow-ups to your selected sheet. Your briefing covers the meeting actions recorded there.
You get unclear messages in a needs-review section with links. If chat or sheet access fails, you hear which source failed. The briefing time stays put.
The task sheet keeps the last successful briefing time, so the next run can try again.
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.
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