Kelsey (AI Operations Coordinator at CIT) and Kyle (President & CEO) explain how they built an AI “morning briefing” and daily recap workflow that functions like an executive assistant, pulling context from connected tools such as Outlook/365, Teams, Monday.com or Notion, SharePoint, and a ticketing system. Kyle describes using Claude Code with simple slash commands (e.g., /morning and /daily recap) to surface meetings, open tasks, priorities, and prep context, then updating to-dos throughout the day to avoid relying on an inbox as a task list. They demonstrate Claude’s integrations, scheduled briefings, and “skills,” clarify skills vs. agents (and token/cost benefits), and discuss persistent memory via tools like Monday/Notion. They share a universal setup guide and prompt template, touch on security/governance cautions, and briefly explain OpenClaw and its risks.

00:00 Morning Briefing Intro

00:30 Building an AI Assistant

01:30 Morning and Daily Recap

03:44 Inbox Overload Problem

05:16 Live Demo Setup

05:29 Connecting Work Tools

07:03 Skills Explained

09:59 Agents vs Skills

14:18 Morning Briefing Walkthrough

15:17 Persistent Memory Systems

17:29 Email and Schedule Highlights

18:53 Tickets and File Examples

19:36 Manual vs Auto Memory

24:40 Choosing Notion or Monday

30:37 Make It Exist Then Good

30:57 Next Skill Idea Triaging

31:45 Cited AI Summaries

32:22 Universal Setup Guide

33:02 Tool Stack Options

33:43 Add Personal Sparkle

35:48 Data Governance PSA

38:25 Setup Paths and Automation

39:03 Cowork and Agent Actions

40:38 Copilot and Platform Roadmap

47:13 Prompt Template Walkthrough

50:00 OpenClaw Explained

53:36 Sandboxing and Safety

58:13 Wrap Up and Resources