One of my clients receives a personalised briefing via WhatsApp every morning. It contains a link to a PDF with his most pressing items for the day, which he likes to print and tick items off his list.
It contains a summary of any priority emails he's received, tasks that are due that day and outstanding tasks from previous days, relevant meetings, follow-ups and more. He maintains a list of VIPs and their emails take precedence. His tasks are pulled from Google Tasks so any outstanding tasks are included as well as those due for the day.
He also requested a digest of certain news and information. This is sent as a separate message in case he wants to ignore it and focus on getting through his list of tasks. Currently it includes South African financial news and cryptocurrency.
I hope this example of an AI-powered personalised daily briefing helps you visualise what's possible. Here's a made-up sample:
The PDF can be downloaded here, with names and details made up.
What makes the Daily Briefing powerful is that it's tailored to suit your needs and workflow:
- What's important to you? Who are the most critical people to speak to?
- Where do you manage tasks? Do you need reminders?
- What information and news are you monitoring? What sources do you already subscribe to or visit?
- How would you like the briefing to be sent to you? Would you like the option of a printable list?
A free 30-minute call
If you're not sure whether a personalised Daily Briefing could save you time each morning, book a free 30-minute call. We can talk about your morning routine and I'll talk you through how a Daily Briefing works. I'll show you an example and explain how to make sure you have a list of VIPs. We'll look at what kind of information could be included, where it comes from and the permissions and access needed before accounts are linked. The Daily Briefing doesn't action anything, as no emails are replied to and no tasks are completed, because it's there to organise your information, make sure nothing slips through the cracks and save you some time.
Book a free 30-minute call that is held online:
After the call, I'll email you some ideas and practical suggestions to get started within 2 working days. If you'd like me to build something for you, each build is unique and quoted individually. Some people prefer to implement the suggested actions themselves. Others prefer ongoing support. We'll talk through your options and how I can best support you.
The best productivity hacks are those that slot into your existing workflow because it's pointless downloading an amazing to-do app if it doesn't encourage you to make new habits. Technology should make life easier.
Have questions? Get in touch and tell me how you manage your day. I'm keen to hear what works well and what doesn't.
What information and news do you follow? Would you use a personalised daily briefing? Let me know in the comments.