AI SavvyFounders SOP

Standard Operating Procedure

Brief yourself before you open your laptop.

A Claude scheduled task that reads your calendar, your task list, your inbox, and your Slack every morning, then DMs you the three things that actually need you.

Setup time: 10 to 15 minutes Difficulty: Beginner Runs on: Claude Scheduled Tasks Last updated: August 2026

Free 5 Day Challenge

This is one AI employee. Come build the rest of your team.

The briefing in this SOP is a single automation, one job off your plate. In the 5 Day AI Employee Challenge, you will build several: one that handles a slice of your content, one that preps you for calls and drafts the follow up, and one that reads your whole week and flags what actually matters. Five days, completely free, starting September 8th.

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Purpose

Every morning, before you have looked at your phone, this task quietly opens four places you would normally check by hand: your calendar, your task manager, your inbox, and Slack. It pulls out only what is actually worth your attention and sends it to you as a single message.

It does not take action on your behalf. It reads, it triages, and it tells you what it found. You still make every decision. You just make it with the full picture already assembled.

Who this is for

Founders and operators who start their day guessing what needs attention, and want one clean summary waiting for them instead of four apps to check by hand.

Tools needed

Four things, and you likely already use at least three of them.

Required

Calendar

Google Calendar. Tells the briefing what your day and week actually look like.

Required

Email

Gmail. Filtered down to what is unread and actually matters.

Required

Task manager

Asana, or whatever you track work in. Surfaces what is overdue or due today.

Optional

Slack

For reading DMs and mentions, and for the fastest delivery channel: a DM to yourself.

Procedure

01

Connect your tools

In Claude, go to Settings then Connectors, and connect each app you are using: Google Calendar, Gmail, your task manager, and Slack if you want it. Each one is a short OAuth login. You are granting Claude read access, nothing more.

Tip

Do this step even for tools you are not sure you will use. An unconnected tool just means that section of the briefing says "nothing to report." It never breaks the rest.

02

Decide what "important" means for you

Before you write the prompt, get specific about the filters. This is the difference between a briefing you read and one you learn to ignore.

  • Email window. A common default is the last 24 hours, unread only.
  • What to skip. Newsletters, automated notifications, anything already routine. Name them if you can, for example your task manager's own daily digest email.
  • What counts as urgent. Overdue tasks, anything due today, direct mentions. Decide the order you want them ranked in.
03

Write the prompt

This is the instruction the scheduled task runs every time it fires. Start from this and adjust the specifics to match what you decided in step 2.

Prompt Run my daily briefing. Work autonomously, no need to check in on read-only steps. 1. Calendar: list today's events and anything in the next 3 days. Note times, titles, and flag any conflicts. 2. Task manager: pull my incomplete tasks. Flag anything overdue or due today, oldest overdue first. 3. Email: search unread messages from the last 24 hours. Summarize the important ones. Skip newsletters and automated notifications. 4. Slack: search my DMs and mentions from the last 24 hours. Summarize the key threads and note anything that needs a reply or a decision. Then: - Pull it all into one clean, well formatted summary: calendar, tasks, email, Slack, and a combined action items list at the end. - Send it to me as a Slack DM to [your Slack user ID], not to a channel. - Friendly, professional tone. If a section has nothing to report, say so in one line and move on.

To find your own Slack user ID: open your profile in Slack, then More, then Copy member ID.

04

Schedule it

Go to Settings then Scheduled Tasks then New, paste the prompt from step 3, and set the cadence.

FieldWhat to put
NameSomething you will recognize in a list, "Daily MVP Briefing" works.
ScheduleDaily, weekdays only, whatever matches your actual mornings. A common choice is 30 to 60 minutes before your day starts.
PromptThe block from step 3, with your Slack ID filled in.
NotificationsLeave push and email off, the Slack DM is the delivery. Only turn these on if you also want a phone nudge when something urgent turns up.
05

Choose delivery

A Slack DM to yourself is the fastest way to get this. It lands as a message like any other, no separate app to check. If you would rather not use Slack for this, swap step 4 in the prompt for an email to yourself instead. Everything else stays the same.

06

Test it before you trust it

Run the task manually once, using the "run now" option most scheduling tools offer, before you let it run unattended on a schedule. Check that:

Each connected tool actually returned data (not an auth error dressed up as "nothing to report")
The email filters are catching the right things and skipping the right things
It DMs the right place: you, not a shared channel
The tone and length feel like something you would actually read at 7am

Customizing it

Once the basic version is running reliably, a few easy extensions:

If something's off

A section always comes back empty. Check that the connector for that tool is still authorized. Connectors can silently expire. Reconnect it in Settings then Connectors.
It's flagging things you don't care about. Go back to step 2 and get more specific in the prompt about what to skip. Name the exact senders or task types.
It's missing things you do care about. Same fix, opposite direction. Name what "urgent" means for your work specifically, rather than leaving it to judgment.

FAQs

What happens if a section of the briefing comes back empty?

Check whether the connector for that tool is still authorized. Connectors can expire silently, and reconnecting it in Settings, then Connectors, usually fixes it.

Can I run this without Slack?

Yes. Slack is optional. Swap the delivery step in the prompt for an email to yourself instead, and skip the Slack search step entirely.

How do I stop it flagging things I do not care about?

Go back to the filtering step and get specific in the prompt about what to skip. Naming exact senders or task types works better than leaving it to judgment.

Does this task take actions on my behalf?

No. It only reads and summarizes. It does not send emails, reply to messages, or complete tasks. Every decision still runs through you.

Free 5 Day Challenge

Come build the rest of your AI team.

This SOP is one automation. Join the 5 Day AI Employee Challenge starting September 8th and build several more like it, completely free.

Version 1.0 · Daily MVP SOP · Reusable setup guide. Rebuild, rename, and hand this to whoever needs their own version.