Course resource
Daily Briefing Workflow
One message at a fixed time that replaces checking six things twelve times a day.
The shape
Scheduled trigger (e.g. 07:30)
-> gather from each source
-> filter to what changed since yesterday
-> AI summarises and ranks
-> one message, one channel
The value is in what it leaves out. A briefing that includes everything is the thing you were trying to escape.
Choosing sources
Three to five. Not more.
| Source | Good for | Watch for |
|---|---|---|
| RSS feeds | Industry news, blogs, publications | Volume — cap items per feed |
| Email (filtered) | Specific senders or labels only | Never the whole inbox |
| Calendar | Today's commitments | — |
| A spreadsheet or database | Your own metrics | — |
| Search alerts | Your name, your company, your competitors | False positives |
| Project tool | What moved yesterday | Noise from automated updates |
The filter matters more than the source. "New email" is not a source; "new email from these eight people" is.
The summarisation prompt
You are preparing a morning briefing for [ROLE] who cares about [WHAT].
Here is everything collected since the last briefing:
{{items}}
Produce:
WHAT CHANGED
The 3-5 things that genuinely matter. One line each, most important first.
If something is important only because of who it involves, say why.
NEEDS ME TODAY
Anything requiring a decision or reply from me, with the deadline.
WORTH KNOWING
Up to 3 items, one line each. Context, not action.
Rules:
- If nothing meets a category's bar, write "Nothing" and move on.
Do not pad.
- No preamble, no sign-off.
- Do not summarise what has not changed.
- Never invent detail not present above. If a headline is all you have,
say so rather than inferring the content.
- Under 250 words total.
The "write Nothing" instruction is what makes this sustainable. A briefing that manufactures five items every day regardless of whether five things happened teaches you to ignore it.
The audio variant
If you consume this while commuting or getting ready:
Rewrite the briefing above for text-to-speech.
- Full sentences, no bullet points or headings
- Spell out numbers and acronyms
- Short sentences, one idea each
- No URLs — say "linked in the email version"
- Under 90 seconds when read at a normal pace
Then pass it to a voice tool and deliver the audio file.
Scheduling
| Setting | Consideration |
|---|---|
| Time | Before you start work, after most sources have updated overnight |
| Days | Weekdays only, unless you genuinely want weekend ones |
| Channel | One. Email or chat, not both. |
| Failure | If a source is unreachable, send the briefing anyway with a note |
That last row matters. A briefing that does not arrive because one RSS feed timed out is worse than a partial briefing.
Cost control
This runs every day, forever. Small inefficiencies compound.
- Cap items per source before they reach the AI step — 10 per feed, not 200
- De-duplicate first; the same story from four outlets is one item
- Use a cheap model for filtering, a capable one for the final summary
- Truncate long articles to their first few hundred words
- Calculate the monthly cost at current volume, then at triple
The two-week test
After two weeks, answer honestly:
- Do I read it every day, or has it become another unread message?
- Has it told me anything I would have missed?
- Have I stopped checking the underlying sources?
- Is it too long?
- Are the right things in "needs me today"?
If you are not reading it, the problem is almost always length or relevance. Cut sources before adding any.
Tuning
| Problem | Fix |
|---|---|
| Too long | Fewer sources; lower the item cap; tighten the word limit |
| Nothing useful in it | Wrong sources, or filters too loose |
| Misses important things | Filter too tight; add the specific senders or keywords |
| Same items repeatedly | De-duplication missing, or "since last briefing" not working |
| Manufactured urgency | Reinforce the "write Nothing" instruction |
| Invented detail | Add "never infer content from a headline" |
What this replaces
Be explicit about it, or you will end up with the briefing and the checking.
| I used to check | How often | Now |
|---|---|---|
If the "now" column is not "once, in the briefing", the workflow has not actually saved you anything.