Margin Notes

Curated posts, resources and semi-technical takes from a salesperson

ChatGPT Agent Mode: Automated Daily Briefing Setup

August 14, 2025365 words
christian
@curious_vii
STEAL THIS PROMPT: But first, do the following: 1. Sign up for a ChatGPT Plus, Pro, Team, or Enterprise account. 2. Set up your email, calendar, and cloud storage (eg Google Drive, Sharepoint) connectors. 3. Toggle on the "Agent" mode. 4. Ask it to "review all your emails and upcoming calendar events and compile a preparatory dossier" for you. 5. Mull over the results (takes maybe 15 minutes) 6. Click the clock icon at the bottom of Chat's message to run this on a schedule, e.g. every day at 8:00 AM. 7. Head to settings -> schedules -> manage, and click the pencil icon next to the line item you just created. 8. Replace the "instructions" field with the following: "Review the meetings on your calendar for today (only taking into account the ones I have not declined), check the unarchived emails in your inbox, and then investigate previous email exchanges and internal meeting transcripts to gather relevant context. Then prioritize these items based on their importance and impact, considering both upcoming meetings and unanswered bids for your attention. Create a detailed dossier summarizing the key items to focus on, and provide it in a readable format for you to review and take action on. Also, you need to be really sure that you're making the right connections between data and the right people. Don't assume anything make sure to look closely at their email the domain make sure that you're connecting information to the right individuals whether it's on a calendar event or an email thread or a transcript or whatever else. I know a lot of people who have the same first name so you need to check this carefully." 9. Hit save. Congratulations! You can now frontload your day with what actually matters and without hiring a team of EAs. Bonus points for buying @firefliesai enterprise licenses for your whole team, integrate with Google Drive, and inject custom instructions in your profile to take those transcripts into account as well.