greenfieldbeginner15-30 minutes setup, then automated daily

AI-Powered Executive Daily Briefing Workflow

Automates the creation of daily executive briefings by integrating meeting notes from Granola.ai with email, calendar, and task management through Shortwave's AI assistant. This workflow helps executives start their day with a comprehensive summary of priorities, meeting prep, and action items.

Pedram Navid
Pedram Navid
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Tools & Prerequisites

Required Tools

Granola.ai(AI Note-Taking)
Notion(Knowledge Management)
Shortwave(AI Email Client)

Optional Tools

Linear(Task Management)

Step-by-Step Guide

1

Set up Granola.ai for Meeting Notes

Sign up for Granola.ai and configure it to automatically capture and enhance your meeting notes. Granola.ai is designed for people in back-to-back meetings and transforms raw notes into structured, actionable content.

Pro Tip

Ensure Granola.ai has access to your calendar for automatic meeting detection

2

Connect Granola.ai to Notion

Configure the Granola.ai integration to automatically sync your enhanced meeting notes to your Notion workspace. This creates a searchable repository of all your meeting content.

Pro Tip

Create a dedicated database in Notion for meeting notes to keep them organized

3

Set up Shortwave Email Client

Sign up for Shortwave.com and configure it as your primary email client. Connect the necessary integrations including Linear (for task management), Notion (for meeting notes), and your calendar system.

Pro Tip

Shortwave's AI capabilities require these integrations to access the full context needed for daily briefings

4

Configure the AI Assistant Prompt

Set up the custom prompt in Shortwave to generate your daily briefing. Use the provided template as a starting point and customize based on your specific needs.

Prompt Template

You have access to my email, my calendar, and my Linear tasks. 

When asked, you should have me understand my day. What's important? What should I prioritize?

If I'm meeting with something, research them on the web or via their LinkedIn profile and give me a summary in a simple way I can understand. Do the same for any companies I'm meeting with. I want to be prepared. 

Read my Pedram's Granola Notes in Notion from yesterday and today. Pull out anything that's important to me, or to the marketing team. Flag any to-dos I committed to. Pay attention to any call transcripts from my Weekly Business Review meetings. Pull out anything that's important to me, or to the marketing team. 

Present the results to me in a simple-to-read format suitable for an exec.

Pro Tip

Customize the prompt to mention your specific team names, meeting types, and priority areas

5

Test and Refine the Workflow

Run the AI assistant to generate your first daily briefing. Review the output for completeness and accuracy. The AI should provide meeting research, pull important items from transcripts, identify action items, and even remind you of administrative tasks like expense reports.

Pro Tip

Iterate on the prompt based on what information you find most valuable in your daily briefings

This workflow leverages AI tools to create an automated daily briefing system for busy executives. By connecting Granola.ai (AI-powered meeting notes) with Shortwave (AI email client), you can automatically generate comprehensive daily updates that include:

  • Meeting summaries and action items from previous day
  • Research on upcoming meeting participants and companies
  • Priority tasks from Linear
  • Important commitments and to-dos
  • Calendar overview with context

The system works by:

  1. Granola.ai captures and enhances meeting notes
  2. Notes sync automatically to Notion
  3. Shortwave's AI agent accesses these notes along with email, calendar, and Linear tasks
  4. A custom prompt instructs the AI to generate a executive-ready daily briefing

This eliminates manual note review and meeting prep, saving significant time while ensuring nothing important is missed.

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