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AI Personal Assistant

Daily Briefing

Deliver a 7 AM personalized digest of calendar, priorities, and news that affects your day.

Automation overview

What this automation does

This automation starts when scheduled daily — 7 AM local time. It x (twitter) pulls, gmail pulls, openai pulls, asana pulls, and slack pulls, then compiled into WhatsApp or email briefing with suggested time blocks for deep work gaps. AI handles generation and decision logic in the middle of the flow.

Trigger
Scheduled daily — 7 AM local time
Main actions
X (Twitter) pulls → Gmail pulls …
Final outcome
compiled into WhatsApp or email briefing with suggested time blocks for deep wor…
Execution time
1–3 minutes
Apps used
8 integrations
AI-powered
Yes
Difficulty
Intermediate
AIIntermediate
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Google Calendar
Scheduled run
Step 1
X (Twitter)
Pulls
Step 2
Gmail
Pulls
AI
OpenAI
Pulls
Step 4
Asana
Pulls
Step 5
Slack
Pulls
Result
Slack
Workflow complete
Step-by-step

How each step runs

  1. 1
    Google CalendarTrigger
    Scheduled run

    Scheduled daily — 7 AM local time

  2. 2
    X (Twitter)
    Pulls

    Cron 7 AM pulls Google Calendar next 12 hours with travel time from Maps API, Gmail important label messages summarized by GPT-4o in three bullets, Asana overdu

  3. 3
    Gmail
    Pulls

    Cron 7 AM pulls Google Calendar next 12 hours with travel time from Maps API, Gmail important label messages summarized by GPT-4o in three bullets, Asana overdu

  4. 4
    OpenAI
    Pulls

    Cron 7 AM pulls Google Calendar next 12 hours with travel time from Maps API, Gmail important label messages summarized by GPT-4o in three bullets, Asana overdu

  5. 5
    Asana
    Pulls

    Cron 7 AM pulls Google Calendar next 12 hours with travel time from Maps API, Gmail important label messages summarized by GPT-4o in three bullets, Asana overdu

  6. 6
    Slack
    Pulls

    Cron 7 AM pulls Google Calendar next 12 hours with travel time from Maps API, Gmail important label messages summarized by GPT-4o in three bullets, Asana overdu

  7. 7
    Slack
    Workflow complete

    compiled into WhatsApp or email briefing with suggested time blocks for deep work gaps.

Apps used

Connected applications

Google Calendar

Pulls

X (Twitter)

Pulls

Gmail

Pulls

OpenAI

Pulls

Asana

Pulls

Slack

Pulls

RSS Feed

Pulls

WhatsApp

Process via WhatsApp

Summary

Automation summary

Trigger
Scheduled daily — 7 AM local time
Inputs
Scheduled daily — 7 AM local time, Business Name, Notification Email, Timezone
Outputs
compiled into WhatsApp or email briefing with suggested time blocks for deep work gaps., Asana pulls, Slack pulls
Business goal
Automate daily briefing end-to-end with accurate app routing.
Execution frequency
Daily
Estimated runtime
1–3 minutes
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Google Calendar, X (Twitter), Gmail, OpenAI, AI provider API
Benefits

Why use this automation?

Save ~4 hours/week

Remove repetitive steps from Daily Briefing so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

  • Google Calendar
  • X (Twitter)
  • Gmail
  • OpenAI

Required accounts

  • Active Google Calendar workspace with API access
  • Active X (Twitter) workspace with API access
  • Active Gmail workspace with API access
  • Active OpenAI workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OpenAI or compatible AI provider API key
  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)
  • Permission to send prompts to your AI provider

Estimated setup time

  • 1 hour including app authorization and test run
  • Difficulty: Intermediate

Optional apps

  • OpenAI (optional)
  • Asana (optional)
  • Slack (optional)
  • RSS Feed (optional)
  • WhatsApp (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~13 min

Required connections

  • Google Calendar(required)
    Test-onlyGoogle Calendar: workflow actions run in preview
    Missing
  • x(required)
    Previewx: workflow actions run in preview
    Missing
  • Gmail(required)
    Missing
  • OpenAI(required)
    Missing
  • Missing connection: Google Calendar
  • Missing connection: x
  • Missing connection: Gmail
  • Missing connection: OpenAI
Manage all connections →View all installations →

Workflow summary

Trigger
Scheduled daily — 7 AM local time
Steps
7 nodes
Required apps
4
Optional apps
2

Trigger

Schedule trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FeaturedAIFreeIntermediatePartial1 hour setup4.53.0k installs · 333 reviews
Customize for My Business
Analytics

Template performance

33.9k
Views
3.0k
Installs
574
Favorites
4.5
Avg rating
8.9%
Conversion
1 min
Setup time
97%
Success rate
87
Trending score
Most used integrations
Google CalendarX (Twitter)Gmail

Cron 7 AM pulls Google Calendar next 12 hours with travel time from Maps API, Gmail important label messages summarized by GPT-4o in three bullets, Asana overdue and due-today tasks, Slack mentions from starred channels, and custom RSS feeds—industry news, competitor blogs—compiled into WhatsApp or email briefing with suggested time blocks for deep work gaps.

Some steps run in preview until their integrations go live.

Required apps
Google CalendarTest-onlyX (Twitter)PreviewGmailLiveOpenAILive
Optional apps
AsanaPreviewSlackLive
All integrations
Google CalendarX (Twitter)GmailOpenAIAsanaSlack
Workflow preview

How Daily Briefing runs

1
Trigger
Set priority filters
2
Process
AI decision layer
3
Action
google-calendar
4
Notify
Alert & log
Google CalendarXGmailOpenaiAsanaSlack
Setup steps

Get started in 5 steps

  1. 1
    Connect personal data sources

    Google Calendar, Gmail, Asana, Slack, Maps, RSS, OpenAI, WhatsApp or Gmail delivery.

  2. 2
    Set priority filters

    Gmail important only; Slack starred channels; Asana my tasks due today.

  3. 3
    Configure news feeds

    Add RSS URLs relevant to role; max 5 headlines in briefing.

  4. 4
    Calculate commute blocks

    Maps ETA between consecutive in-person meetings inserted as calendar notes.

  5. 5
    Test first briefing

    Manual trigger; verify accuracy before 7 AM automation.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification EmailemailYes
TimezoneselectYes
Brand VoiceselectProfessionalNo
Slack Channeltext#generalNo
Gmail Search Querytextis:unreadNo
FAQ

Frequently asked questions

Weekend briefings?

Optional Saturday light version—calendar only, no work tasks.

Multiple calendars?

Merge work and personal calendars with color labels in digest.

Sensitive email?

Confidential label emails excluded from GPT summary.

Voice delivery?

Optional ElevenLabs audio briefing link in WhatsApp.

Get started

Customize Daily Briefing for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.