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Prepare the day
Send a daily brief and track the executive's open items.
For Executive assistant · Knowledge pack
What do you report on?
One line is enough. Step 1 asks the rest in your AI app, and nothing is done until you approve the brief it writes.
In the case folder's materials/: This period's data and the previous report.
The 3 steps
- 01
Set up the report
Then you approve, before the next step starts.
- 02
Compare with last time
- 03
Explain and write
How it does this well
A fixed pipeline: change since last time in code, the agent explains. Not found and out of scope are valid answers here: it says so instead of guessing.
- How the field does this well
- Draft from the project's own data with links to every task or document a claim rests on.
- Reuse the structure of the last update and show the change since then explicitly.
- Keep risks, assumptions, issues and dependencies apart, and require owner, date, probability and impact on every risk.
- Validate required fields in code.
- Ground it first
Ask for, or look in materials/ for: the previous report or plan, the project data, and the required fields for risks and actions. If there is none, say plainly that the result rests on general defaults, and name them.
- What stays with the person
Status calls, escalations, and owner assignment. Prepare these; never decide them.
- The check that makes it trustworthy
Every status claim links to its source, required fields are validated in code, and the delta since the last report is shown.
- The person's own data
If the person has connected Jira + Confluence, Linear, Notion, Google Drive / Docs / Sheets, Microsoft 365 (Excel, SharePoint, Teams), Slack, read their data through that connector instead of asking for exports, and say which source each number or fact came from. Without one, work from materials/.
Where things stay
- On your computer
- Your files in materials/, every result in outputs/, the work itself. It runs in your AI app, on the plan you already pay for.
- With Cheatcode
- The steps, the gates and how far each case has come, so a case survives closing the app. See your cases.