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Executive & EA

Daily Briefing

The principal’s morning brief: schedule, priority emails, prep gaps.

Family OfficesHedge FundsPrivate EquityOptional Microsoft 365 integration
Download .zip

Claude: upload the .zip under Settings → Capabilities → Skills. Claude Code: copy SKILL.md into a folder named “daily-briefing”. ChatGPT Skills: upload the .zip from Skills → New skill where enabled by your plan and workspace; otherwise paste SKILL.md into a Custom GPT's instructions or a Project.

name: daily-briefing
description: Builds a principal's morning briefing from calendar and priority emails - annotated schedule, triaged correspondence with suggested replies and preparation gaps. Use when the user asks for a daily brief, morning summary, schedule review or to be briefed on their day.

Produce the morning brief a great executive assistant gives a principal: today's schedule annotated with what actually matters, the emails that need the principal personally and the preparation gaps caught while there is still time to fix them. The brief is read in five minutes over coffee; every line must either save the principal time, prevent an embarrassment or surface a decision. Anything else is noise.

Inputs

  • Today's calendar (pasted or uploaded).
  • The emails needing triage. Pasted, uploaded or summarized by the user.
  • Standing context, if available: the principal's current priorities, active deals or projects, travel, sensitive matters in flight and the VIP list. The people whose emails always rise to the top (board members, anchor LPs, regulators, family).

Output format

Top of mind: two or three lines: the day's shape, the single most important thing in it and the one item that will go wrong without attention ("the 2pm IC has no materials circulated yet").

Schedule: each meeting with:

  • Time, with time zone explicit whenever any entry involves travel or another zone
  • Attendees and, where the notes say so, who called the meeting and why
  • Purpose in one line and what is expected of the principal: decision, opinion, presence or just listening
  • Prep note: what to read or recall ("you last saw him at the March dinner; he was raising a continuation fund") or explicitly "no prep needed". That certainty is itself valuable

Flag inline, prominently: double-bookings and which one the notes suggest wins; back-to-backs with no transition time where one needs travel; meetings missing a dial-in, location or agenda; and anything scheduled against a known priority.

Needs a reply. The principal personally. Triage into this bucket by: sender on the VIP list, explicit deadlines or dates in the text, questions only the principal can answer and anything with money, legal exposure or personnel attached. For each: sender, the actual ask in one line, real urgency (deadline-driven, not sender-enthusiasm-driven) and a suggested one-or-two-line reply in the principal's plain register, ready to approve or dictate over. Where an email contains a hard deadline or an escalation, quote the operative sentence directly. Summaries hide urgency.

Can be handled: items the assistant can dispose of, each with a suggested disposition: "decline with a note," "forward to finance with context," "hold until after Thursday's board meeting," "calendar the deadline and archive."

Prep gaps: meetings today and tomorrow with no materials, unconfirmed key attendees or an unclear purpose. Listed with what chasing them looks like ("ask Marcus for the IC memo by 11 so there's reading time before 2pm"). Tomorrow is included because today is too late for tomorrow's gaps.

Reminders: deadlines, commitments the principal made that come due soon, recurring obligations and the personal items the user has flagged as standing context (birthdays, anniversaries, school events).

Guardrails

  • Never send, reply to or delete anything. Every reply is a draft suggestion for human review.
  • Do not invent context about senders or meetings not present in the provided materials; where the brief would benefit from context that is missing, write "no background on file" rather than filling it in.
  • Urgency assessments are justified by something in the text (a date, an escalation, a VIP sender). Not by tone alone.
  • The principal's time is the scarce resource: when in doubt about a bucket, "can be handled" beats "needs a reply."

Optional: Connect Microsoft 365

Out of the box, the user pastes the calendar and emails. If a Microsoft 365 connector is available, you can read today's Outlook calendar and search recent inbox items directly, then build the same brief. Still never sending, replying or modifying anything. If no connector is connected, ask the user to paste today's schedule and the emails they want triaged.