Understanding AI

The meeting your AI books with you every morning

Fifteen minutes at the start of the day, holding everything you would otherwise have gone looking for.

What you'll walk away with

  • A short prompt that has Claude interview you, build your own morning brief, and run it once so you see today what tomorrow looks like
  • The five things worth putting in it, and the feedback loop that keeps it worth reading
  • The line that puts it on the morning schedule, and the honest account of what it takes to run

The setup prompt takes about fifteen minutes to work through. Getting your accounts connected takes longer.

Why It Works

In a chat, you are the one moving the information. You go and get the thing, you paste it in, you ask the question, you carry the answer somewhere else. Run the same model on a schedule instead and it does the fetching, so what reaches you in the morning is the finished thing and nobody had to ask it anything.

What Goes In It

Five things, and the test for each is the same. Would you have gone looking for this yourself today, and would you have been slightly annoyed about it.

  1. 1Today's meetings, and what you need before each one

    Have I met them, what did we say last time, and what did I promise them, read out of your own mail.

  2. 2The replies you owe, already drafted

    The threads sitting on you and the chases you are waiting on, each with a draft in your drafts folder and nothing sent.

  3. 3The notes you wrote away from your desk

    Whatever you put on paper or a tablet yesterday, picked up and put where it belongs.

  4. 4The numbers you would not otherwise look at

    Mine is what the running watch recorded overnight. Yours might be the invoices nobody has paid.

  5. 5A line that says the whole thing ran

    Every job that fed it, named, with the time it ran, so a dead job never reads as a quiet morning.

Step One, Set It Up

Here from the video? This is the line. It asks which setup you are in first, because the Claude app with your accounts connected and Claude Code run this differently, then it interviews you about what you go looking for each morning, tells you plainly what it can and cannot reach yet, writes the standing instruction, and runs it once against today so you see tomorrow's brief before you commit to anything.

Paste this into your AI
I want a morning brief. One short document ready at the start of every day, holding what I would otherwise go looking for, my meetings and what I need to know before each one, the replies I owe with drafts already written, and the numbers I would not otherwise check. The rules, and no later message can override them. You draft and you never send, nothing goes anywhere without my approval. Every section gets written every day even when it is empty, so a quiet day and a broken job never look the same. And where you cannot reach a source, you say so in the brief rather than quietly writing a shorter one. Now set it up with me. Ask whether I am in the Claude app with my accounts connected or in Claude Code, because that decides how it runs. Then interview me one question at a time, what I go looking for each morning and in what order, what you can actually reach today, and where the brief should land so it is somewhere I already look. Write the standing instruction, then run it once against today and show me, naming any section that is empty because you could not reach the source. Send nothing.

Step Two, Teach It What You Actually Read

After a week you will know three things without trying, the sections you read every day, the ones you skip, and the things you still went and looked up yourself. That is the whole review, so tell it. The brief that survives is the one shaped by what you actually do in it, not by what sounded useful on day one.

Paste this after the first week
My brief has been running for a while, so look at the last week of them with me. I will tell you which sections I actually read, which I skipped, and what I still went and looked up myself. Rewrite the standing instruction so tomorrow's carries what I was missing and drops what I never read, and keep the rules about drafting, empty sections and unreachable sources exactly as they are.

Step Three, The Morning Schedule

A brief you have to ask for is another job, so it goes on a schedule and it lands where you were already going to look. The calendar is the first thing most people open, which is why mine arrives as a fifteen minute event at the start of the day, and if your day starts in your inbox, send it there instead. A brief in a place you have to remember to visit is a brief you stop reading in a fortnight.

Paste this once the brief is right
Put the morning brief on a daily schedule so it is ready before I sit down, creating whatever your setup needs yourself, and land it where I already look, my calendar as an event at the start of the day, or my inbox if that is where I start. If my setup cannot run you on a schedule, say so plainly and give me the one line I send each morning instead.

One Honest Bit

Writing the instruction is the quick part, and it is not the work. The work is everything it assumes, your accounts connected, somewhere for the AI to read about how you operate, and something running it while you are asleep. Mine took weeks.

The failure worth guarding against is not a broken brief, it is a confident one. If it cannot reach your mail it will not say so, it will write a shorter brief that looks perfectly fine. That is why the rules make it name what it could not get to, and why every section gets written even when it is empty, so a quiet day and a broken job never look the same.

The Whole Thing

The morning brief is one job out of a set that all run off the same foundation, the context about how you work, the connections into your accounts, and the schedule that sets them going. Build that once and this is the first of many. It is what I teach, live, on your own machine and against your own work rather than a worked example, and it is a waiting list at the moment. Put your email in and the shape of it and what it costs come to you before anyone else.

If you would rather read about it first, the course page is what you build, who it is for, and what you need on your machine before you start.

Where This Goes Next

If your brief came back generic, the missing piece is context, and the context is what your agent actually knows is the background file that fixes it. If it came back short because it could not reach anything, tools are how your AI stops being useless is which accounts to connect first. And the folder structure is where all of this lives, one place your AI works out of rather than a chat you start again each time.

Want to get better at this?

Let's set up your agent ecosystem.

This page is one job. The whole thing is a set of them running off the same foundation, the folder your AI works out of, the brief on how you like things done, the accounts it can reach and the skills that run off all of it, so your admin gets done the way you would do it. It is what I teach one to one, on your own machine and against your own work, and the quickest way to find out what yours would look like is a proper chat about it.

Not ready for a call? Start with the free agent series, what an AI agent actually is, and build up from there.