1. Choose the inputs
Start with a task list and an approved inbox or calendar source. Confirm that each connection is available in the intended space.
2. Define a useful structure
Ask for three priorities, upcoming commitments, blocked work, and decisions needed. Link back to sources and separate facts from suggestions.
3. Set the review rules
The routine should summarize and draft. Sending messages, moving meetings, or editing records should remain separate approved actions.
4. Test and schedule
Run manually before scheduling. Check the timezone and expected frequency. Review run history and pause the routine when the input sources change.
