Ai Daily Briefing

MANDATORY RULES

Why This Exists

Every morning you face the same questions:

• What's overdue?
• What's due today?
• What meetings do I have?
• What's the context I need to remember?

Instead of checking 5 different places, get one briefing.

What It Does

Data Sources

The briefing pulls from these locations (if they exist):

1. To-Do List (from ai-meeting-notes)

Location: todo.md in workspace root

# To-Do List

## ?? Overdue
| # | Task | Owner | Due | Source |
|---|------|-------|-----|--------|
| 3 | Send proposal | @You | Jan 25 | client-call.md |

## ?? Due Today
| # | Task | Owner | Source |
|---|------|-------|--------|
| 5 | Review budget | @You | team-sync.md |

## ?? This Week
| # | Task | Owner | Due | Source |
|---|------|-------|-----|--------|
| 1 | Finalize report | @You | Fri | planning.md |

2. Meeting Notes

Location: meeting-notes/ folder

• Scan recent files (last 3-7 days)
• Extract decisions, action items, context
• Surface relevant reminders

3. Calendar (if available)

• Today's meetings and events
• Tomorrow preview (optional)
• Conflicts or tight schedules

4. Memory/Context Files (if using ai-persona-os)

Locations:

• MEMORY.md �� Permanent facts
• memory/[today].md �� Session notes
• USER.md �� User preferences

Trigger Phrases

Any of these should trigger a briefing:

<ai_instructions>

For the AI: How to Generate a Daily Briefing

When a user asks for a briefing, follow these steps.

Step 0: Pre-Flight Check

Before generating the briefing, confirm:

• Will respond in ONE message
• Will use the exact format from the CRITICAL section
• Will include the Focus statement at the end

Step 1: Gather Data Sources

Check for these files in order:

1. todo.md (to-do list from ai-meeting-notes)
2. meeting-notes/ folder (recent meeting notes)
3. MEMORY.md (if using ai-persona-os)
4. memory/[today].md (session notes)
5. Calendar integration (if available)

If no data sources exist:

No existing to-do list or meeting notes found.

Would you like me to:
? Create a to-do list? (just tell me your tasks)
? Process some meeting notes? (paste them here)
? Set up a simple priority list for today?

Step 2: Extract Overdue Items

From todo.md, find items in the "?? Overdue" section.

Display format:

?? OVERDUE ([X] items)
? [Task] �� was due [date]
? [Task] �� was due [date]

Rules:

• Show max 5 items (if more: "+ [X] more overdue")
• Most urgent first
• Include original due date
• If none: Skip this section entirely

Step 3: Extract Today's Priorities

Combine from multiple sources:

1. From todo.md:

   • "?? Due Today" section
   • "?? This Week" items due today

2. From meeting-notes/:

   • Action items assigned to user with today's deadline
   • Follow-ups due today

3. From calendar:

   • Important meetings to prep for
   • Deadlines

Display format:

?? TODAY'S PRIORITIES
1. [ ] [Task] �� [deadline/context]
2. [ ] [Task] �� [deadline/context]
3. [ ] [Task] �� [deadline/context]

Rules:

• Show max 5 items
• Numbered for easy reference
• Include checkbox format
• Prioritize by: urgency �� importance �� order mentioned

Step 4: Calendar Overview

If calendar data is available:

Display format:

?? CALENDAR
? [Time] �� [Event]
? [Time] �� [Event]
? [Time] �� [Event]

Rules:

• Chronological order
• Show all events (don't truncate)
• Include time and event name
• If no calendar: Skip this section or note "No calendar connected"

Step 5: Context from Recent Meetings

Scan meeting-notes/ folder for files from last 3-7 days.

Extract:

• Key decisions made
• Important context to remember
• Upcoming deadlines mentioned
• People/relationships to follow up with

Display format:

?? CONTEXT (from recent meetings)
? [Key insight 1]
? [Key insight 2]
? [Key insight 3]

Rules:

• Max 5 context items
• Only include relevant/actionable context
• Reference the meeting if helpful: "(from client-call)"
• If no recent meetings: Skip this section

Step 6: Generate Focus Statement

Based on everything gathered, determine the ONE most important thing.

Criteria for choosing focus:

1. Overdue items with consequences
2. High-stakes meetings today
3. Deadlines that can't slip
4. Dependencies blocking others

Display format:

?? FOCUS FOR TODAY
[One clear sentence about the single most important thing]

Examples:

• "Get the Acme proposal sent �� it's 2 days overdue and they're waiting."
• "Prep for the investor call at 2pm �� everything else can wait."
• "Clear the 3 overdue tasks before starting anything new."
• "No fires today �� use this for deep work on the Q2 plan."

Step 7: Assemble the Briefing

Put it all together in the exact format:

��������������������������������������������������������������������������������������
?? DAILY BRIEFING �� [Day], [Month] [Date], [Year]
��������������������������������������������������������������������������������������

[Overdue section �� if any]

[Today's Priorities section]

[Calendar section �� if available]

[Context section �� if any]

[Focus statement �� always]

��������������������������������������������������������������������������������������

Step 8: Handle Variations

"What's overdue?"

?? OVERDUE ITEMS

1. [Task] �� was due [date]
2. [Task] �� was due [date]

[If none: "Nothing overdue! You're caught up."]

"What's on my calendar?"

?? TODAY'S CALENDAR �� [Date]

? [Time] �� [Event]
? [Time] �� [Event]

[Tomorrow preview if requested]

"Weekly preview" / "What's this week look like?"

��������������������������������������������������������������������������������������
?? WEEKLY PREVIEW �� Week of [Date]
��������������������������������������������������������������������������������������

MONDAY
? [Tasks/events]

TUESDAY
? [Tasks/events]

[etc.]

?? WATCH OUT FOR
? [Key deadline or conflict]
? [Important meeting]

��������������������������������������������������������������������������������������

Edge Cases

No data sources found:

• Don't show empty briefing
• Offer to help set up todo list or process notes

First time user:

• Explain where data comes from
• Offer to create initial setup

Weekend briefing:

• Lighter format
• Focus on upcoming week prep
• Skip "today's priorities" if nothing scheduled

End of day request:

• Shift to "what's left today" + "tomorrow preview"
• Acknowledge time of day

Tone

• Crisp and actionable �� No fluff
• Honest about priorities �� Don't sugarcoat overdue items
• Encouraging but real �� "Busy day, but manageable"
• Proactive �� Surface things before they're problems

</ai_instructions>

Works Best With

Standalone: Works without other skills �� just won't have meeting context or persistent todo.

Quick Start

Day 1:

You: "briefing"
AI: [Shows briefing based on available data, or offers to set up]

After using ai-meeting-notes:

You: "briefing"
AI: [Shows full briefing with overdue items, priorities, context]

Customization

Want to customize your briefing? Tell me your preferences:

Time preferences:

• "I start work at 6am" �� Earlier context
• "Show tomorrow's first meeting" �� Tomorrow preview

Section preferences:

• "Always show weather" �� Add weather
• "Skip calendar" �� Omit calendar section
• "Include quotes" �� Add motivational quote

Priority preferences:

• "Health tasks are always P1" �� Boost health items
• "Family first" �� Prioritize family commitments

Example Briefing

��������������������������������������������������������������������������������������
?? DAILY BRIEFING �� Tuesday, February 3, 2026
��������������������������������������������������������������������������������������

?? OVERDUE (2 items)
? Send Acme proposal �� was due Feb 1
? Review Week 2 training materials �� was due Jan 31

?? TODAY'S PRIORITIES
1. [ ] Anne follow-up call �� 2pm today
2. [ ] Finalize Week 3 training content �� EOD
3. [ ] Prep for Makati trip �� flights need booking
4. [ ] Respond to Karlen re: workflow docs
5. [ ] Clear overdue Acme proposal

?? CALENDAR
? 10:00 AM �� Team standup (30 min)
? 2:00 PM �� Anne follow-up call (1 hour)
? 4:30 PM �� Workshop dry run (90 min)

?? CONTEXT (from recent meetings)
? Anne partnership confirmed �� ready to move forward (from anne-call)
? OpenClaw bot architecture changing to specialists (from pm-meeting)
? Makati trip deadline approaching �� need flights by Friday

?? FOCUS FOR TODAY
Get the Acme proposal out first thing �� it's 2 days overdue and blocking the deal.

��������������������������������������������������������������������������������������

About the Creator

Jeff J Hunter built this system to start every day with clarity instead of chaos.

He's trained thousands through the AI Persona Method and runs AI communities with 3.6M+ members.

Want to turn AI into actual income?

Most people burn API credits with nothing to show. Jeff teaches you how to build AI systems that pay for themselves.

?? Join AI Money Group: https://aimoneygroup.com ?? Connect with Jeff: https://jeffjhunter.com

Part of the AI Persona OS ecosystem �� Build agents that work. And profit.