Productivity & back office
Daily briefings, email triage, meeting prep, call follow-up and the personal-assistant workflows that turn Cowork into a real second brain.
10 PLAYBOOKS · GROWING
Inbox to task pipeline, emails that need work become tasks automatically
Inbound emails that contain work get parsed into Linear, Asana or Notion tasks with the context attached. Nothing falls through the gap between inbox and project tool.
Personal knowledge base, Notion and Obsidian with Claude as the search layer
Notion and Obsidian wired up with Claude as the search and synthesis layer. Your brain at scale, not just your notes.
Quarterly OKR synthesis, team reports to CEO and board summary
Status reports from five team leads compressed into a CEO-ready quarterly summary and a board narrative. Two hours instead of two days.
Weekly pipeline rollup, CRM data to stakeholder-ready status
HubSpot, Close or Salesforce data to a stakeholder-ready weekly rollup. No spreadsheet wrangling. Twenty minutes from export to delivered.
Document drafting partner, outline to Google Doc with brand voice
Outline becomes a brand-voice-loaded Google Doc or Word draft. Briefs, memos, proposals, board updates. First draft in twenty minutes.
Slack focus pass, read what matters and ignore what doesn't
Strip Slack noise to the threads that actually need you, draft replies in the right voice, and stay out of the channels that drain attention. Twice a day, 15 minutes.
Call follow-up loop, transcript to CRM update, email draft and tasks
Granola or Fireflies transcript into a CRM update, voice-loaded follow-up email and Linear or Asana tasks. Closes the loop opened by meeting prep.
Meeting prep stack, auto-generated context pack per meeting
A context pack per meeting from LinkedIn, past notes, CRM history and recent emails. Walk in informed, ten minutes of work instead of forty.
Email triage and draft, 100+ unread to clean inbox in 20 minutes
Process a hundred unread emails to a clean inbox in twenty minutes with brand-voice-loaded drafts. The pipeline does the sorting, you do the sign-off.
Daily briefing pipeline, calendar, inbox, Slack and CRM in one read
Stitch calendar, inbox, Slack and CRM into a 5-minute morning brief. The version of your day a chief-of-staff would write if you had one.