Build your AI Morning Routine
From Tech for Business by Computer Integration Technologies (CIT)
June 3, 2026 · 1h 1m · Season 5 · Episode 12
About this episode
Kelsey and Kyle discuss building an AI morning briefing and daily recap workflow that enhances productivity by integrating various tools.
Kelsey (AI Operations Coordinator at CIT) and Kyle (President & CEO) explain how they built an AI “morning briefing” and daily recap workflow that functions like an executive assistant, pulling context from connected tools such as Outlook/365, Teams, Monday.com or Notion, SharePoint, and a ticketing system. Kyle describes using Claude Code with simple slash commands (e.g., /morning and /daily recap) to surface meetings, open tasks, priorities, and prep context, then updating to-dos throughout the day to avoid relying on an inbox as a task list. They demonstrate Claude’s integrations, scheduled briefings, and “skills,” clarify skills vs. agents (and token/cost benefits), and discuss persistent memory via tools like Monday/Notion. They share a universal setup guide and prompt template, touch on security/governance cautions, and briefly explain OpenClaw and its risks. 00:00 Morning Briefing Intro 00:30 Building an AI Assistant 01:30 Morning and Daily Recap 03:44 Inbox Overload Problem 05:16 Live Demo Setup 05:29 Connecting Work Tools 07:03 Skills Explained 09:59 Agents vs Skills 14:18 Morning Briefing Walkthrough 15:17 Persistent Memory Systems 17:29 Email and Schedule…
People in this episode
Host: Kyle
Guest: Kelsey
Topics covered
- AI assistant
- morning briefing
- workflow automation
- task management
- integration tools
- persistent memory
- data governance
Keywords
- AI morning routine
- executive assistant
- task list
- Claude integrations
- security governance
- workflow tools
- memory systems
Mentioned in this episode
Organizations: CIT
Products: Claude Code, Outlook/365, Teams, Monday.com, Notion, SharePoint, OpenClaw
More episodes of Tech for Business
- Weekly AI News Recap · April 29, 2026 · 53 min
- AI Live Chats: Show Me the ROI · April 8, 2026 · 27 min
- AI Live Chats: The Prompt Doctor · March 24, 2026 · 30 min
- Tech insights from GENIANS · March 18, 2026 · 29 min
- AI Live Chats: Enhancing Business Operations · March 11, 2026 · 44 min
- South Korea's Basic AI Act · March 4, 2026 · 22 min
Explore listener stats, chart rankings, contacts and more on the Tech for Business podcast page.