Daily Brief Compilation
Compile a scheduled morning brief that pulls together the calendar, open tasks, and news on tracked accounts, then delivers it to the exec channel on a recurring cadence.
When to use
- A recurring morning digest is needed before the workday starts (calendar + tasks + news).
- Leadership wants a single consolidated view instead of checking three separate systems.
- An executive is tracking specific accounts or companies and needs fresh news surfaced daily.
- A one-off "give me today's brief now" request comes in outside the normal schedule.
Tools
http-getbrowser-extractlist-taskssend-messageschedule-task
Playbook
- On the scheduled trigger (set up once via
schedule-task, e.g. daily at 07:00 in the exec's timezone), start assembling the brief. - Pull today's calendar via
http-getagainst the calendar provider's REST API, e.g.GET https://www.googleapis.com/calendar/v3/calendars/primary/events?timeMin=...&timeMax=.... Auth is injected by the org's Integration row for this host — never ask for, echo, or hardcode credentials. On 401/403 or missing Integration, stop and message a human viasend-messagenaming the service and scopes. - Pull open and overdue items assigned to the executive with
list-tasks, filtering to the relevant board or owner. - For each tracked account or company on the watchlist, use
browser-extractto pull recent news from the account's press page or a news search results page (e.g. a Google News query URL for the company name). - If any news source requires a paid or authenticated API instead of open browsing, use
http-getagainst that provider's endpoint (e.g.GET https://api.newsprovider.example.com/v1/search?q=<company>) under the same Integration-auth rule as step 2. - Compile the three sections — Calendar, Open Tasks, Account News — into one plain-text brief, trimming to the top items so it stays skimmable in under a minute.
- Deliver the compiled brief to the exec channel using
send-message. - If any source is unreachable or an Integration is missing, note the gap plainly in the brief (do not silently omit) and separately alert a human via
send-message. - Confirm the recurring schedule stays healthy; if the executive changes their preferred time or channel, update the cadence with
schedule-task.
Failure modes
- Calendar or task API returns 401/403 or an Integration row is missing for the host — stop pulling that section, alert a human via
send-message, and still deliver the remaining sections rather than failing the whole brief. - News extraction returns stale, empty, or paywalled content — flag the account as "no fresh news found" instead of fabricating a summary.
- The brief is delivered to the wrong channel or at the wrong time due to a stale
schedule-taskconfig — verify the schedule after any change to the exec's calendar or working hours. - Task or event volume is too high to summarize cleanly — cap each section to the top few items by priority/urgency and note that more exist, rather than dumping a wall of text.
Done when
- The compiled brief (calendar, open tasks, tracked-account news) has been posted to the exec channel via
send-message. - Any missing Integration, failed source, or stale data is called out in the brief or escalated to a human, not silently dropped.
- The recurring
schedule-taskis confirmed active for the next scheduled run.