A morning briefing from your AI assistant, every day
Email, calendar, tasks and what is happening in your field, summarised before you finish your first coffee. How to build a morning briefing with GENI that you actually read.
New to this topic? Start with What Are Agentic Workflows? A Practical Guide for Teams
The short answer
A morning briefing is a scheduled task your assistant runs every working day at a fixed time. GENI reads your new email, your calendar and your open tasks, optionally looks at news in your field and puts it all in one short overview: what matters today, what can wait and what you need to decide yourself. You set it up once and adjust it until it contains exactly what you want to know every morning.
Why a briefing
Most business owners start the day in their inbox. An hour later they have read thirty emails and done nothing of what they planned. The inbox decides the day.
A briefing turns that around. You read one overview first, choose what matters, and only then open the emails that count. That takes a few minutes instead of an hour.
What goes in it
A good briefing is short. What you do not need every day, you leave out. A base that works for most people:
- Today's calendar. Meetings with time and place, and what you need to prepare.
- Email that needs attention. Not all email, only what needs an answer or a decision, with one line per email.
- Tasks due today. From your task list or project board.
- One thing from your field. A news item or development relevant to your work.
What to leave out: newsletters, confirmations, tool notifications. You can go through those in one go later in the week.
How to set it up
Step 1: connect what the briefing should read
For email and calendar, connect Gmail and Google Calendar, or your Microsoft 365 account. If you use a task list, connect that too, for example Google Tasks or Notion. You decide per connection what GENI may see. Start with read-only.
Step 2: write the instruction
Phrase what you want as if you were asking an assistant in the office:
"Every working day at 7:30, make a briefing of at most ten lines. First my meetings today with what I need to prepare. Then emails from customers that need an answer, one line per email. Then tasks due today. End with one development in my field. Leave out newsletters and notifications."
Step 3: schedule it
Make it a scheduled task, on working days, at the time you start. How scheduled tasks work is explained in scheduled tasks explained. The day planner helps if you also want your day laid out.
Step 4: choose where you read it
In the app, or via Telegram if you use that connection. Pick the channel you open first in the morning.
A week of fine-tuning
The first version is never right straight away. Give one correction a day in the first week:
- "Emails from suppliers can go, unless they are about a delivery."
- "Add travel time to meetings."
- "Drop the news item, I would rather see one customer question you noticed more often."
GENI keeps your preferences in its memory. After a week the briefing is yours. More on how that memory works in workspace and memory.
From briefing to action
A briefing shows what needs to happen. The next step is GENI doing part of it. After the briefing you say:
"Draft replies for the three customer emails, and move my 14:00 meeting to tomorrow."
GENI does it and shows you the drafts before anything is sent. What an assistant may decide on its own and what not is covered in what may an AI agent decide on its own.
What it costs
A briefing is a light task. GENI reads some text and writes a short overview. One briefing per working day fits easily in any paid plan. How credits work is explained in credits in dGENIX explained.
An example briefing
After a week of fine-tuning, a briefing can look like this:
Tuesday 09:30 Meeting with Jansen Construction, at the office. Bring last week's quote. 14:00 Teams call with the accountant about the quarter.
Email that needs an answer Petra from De Linde asks whether the delivery can move to Friday. A new enquiry through the website for maintenance on an office building in Zeist.
Due today Send the VAT figures to the bookkeeper.
In your field Two customers asked about sustainability subsidies this week.
Eight lines, and you know what your day is about. The rest of your inbox can wait until after your first meeting. After a few weeks you notice you miss less email and spend less time in your inbox, because you know the important things are already at the top.
For teams
If you work with a small team, every colleague can get their own briefing with their own calendar and their own customers. A shared briefing for the whole team, with everyone's meetings and the enquiries nobody has picked up yet, works well as the start of a short morning stand-up.
Your reputation in the briefing
Add new reviews to your briefing. The Reputation Engine keeps track of your reviews, and GENI puts new ones at the top, with a draft reply if you want one.
Frequently asked questions
Does GENI read all my email?
Only if you allow it when connecting. You can also limit the briefing to email with a certain label or from certain senders.
Can the briefing skip weekends?
Yes. You choose on which days it runs.
Can I have a second briefing at the end of the day?
Yes. A short look back at 17:00 with what is still open works well as a wrap-up.
Where do I start?
dGENIX is in early access. Join the waitlist or first read your first week with dGENIX.
