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…

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