Prepare your daily meeting brief

Start the day with a prioritised brief of upcoming meetings, relevant correspondence and preparation needed. Configure a weekday schedule and receive the summary in your inbox.

Prepare for the day ahead

Workflow: Prepare and coordinate.

Information to use

Your calendar, relevant Outlook emails, accessible Teams conversations and available meeting transcripts.

Output

A prioritised brief with meeting preparation, open commitments and links to supporting context.

Capabilities to enable

M365 Tools and scheduled jobs. Email delivery uses the email-to-self action. An administrator must enable Jobs and the required tools.

Example prompt

Every weekday, review my upcoming meetings, relevant overnight emails and available transcripts from the previous day. Prepare a short briefing with preparation needed and open commitments. Email the summary to me.

Review and access

Define the sources, time window and exceptions before scheduling. Each run uses the schedule creator's configured access.

Scheduled jobs guide

All Use Cases
Chief of Staff
Project Manager

Prepare the weekly delivery review

Review a supported Planner board and prepare a briefing on overdue tasks, stated blockers and upcoming deadlines. Include task links and questions for owners to confirm.

All Use Cases
Product Manager
Customer Support Lead
Sales and Marketing

Classify customer feedback in bulk

Apply your categories to a supplied feedback dataset. Return structured results with uncertain records flagged, then summarise themes for product, support and marketing review.

All Use Cases
Sales and Marketing
Customer Success / Account Manager

Draft follow-ups from customer conversations

Use an available meeting transcript and relevant correspondence to prepare an Outlook draft. Cover agreed requirements, open questions and proposed next steps for you to review and send.

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