Build Your AI Personal Assistant — Daily Workflows

Help me write a 'personal assistant context document' that I can use as a system prompt or pasted context whenever I work with AI. I'll fill in these details, and you'll turn them into a well-organized context document: **About me:** - Name and preferred name: [Name] - Role/title: [Your role] - Company/organization: [Where you work, 1 sentence about what the company does] - Key responsibilities (top 5): [What you're actually accountable for] - Who I work with most: [Key colleagues, clients, or stakeholders by role/name] - My direct reports (if any): [Roles] - Who I report to: [Role] **My communication style:** - When writing emails: [e.g., 'Direct, no filler phrases, friendly but professional'] - When writing to leadership: [e.g., 'More formal, lead with the bottom line'] - When writing to clients: [e.g., 'Warm and reassuring, avoid jargon'] - My preferred response length: [e.g., 'Short unless detail is necessary — I prefer bullet points over paragraphs'] **My current priorities (update regularly):** - Top 3 projects or goals right now: [List] - Upcoming important dates or deadlines: [List] - Things I'm trying to avoid spending time on: [List] **My tools and workflow:** - Primary email: [Gmail / Outlook] - Calendar: [Google / Outlook / Apple] - Project management: [Notion / Asana / Linear / etc.] - Communication: [Slack / Teams / etc.] - Other key tools: [List] **Standing preferences:** - Time zone: [Your timezone] - Working hours: [e.g., '9am-6pm EST, prefer not to schedule before 10am'] - Anything I always want reminded of: [e.g., 'Always check for conflicts with Tuesday all-hands at 10am before suggesting meeting times'] Compile this into a structured context document I can paste at the start of any AI conversation to instantly give the assistant full context about me and my work.

Help me set up AI-powered research workflows for my recurring information needs. **My recurring research needs:** 1. **Pre-meeting prep** (before important meetings): I need to quickly understand [e.g., 'background on the company I'm meeting with, recent news about them, and talking points based on their LinkedIn'] 2. **Daily/weekly briefing**: I want a digest covering [e.g., 'news about my industry, updates on my key competitors, important things that happened while I was offline'] 3. **Topic monitoring**: I want to stay current on [List 3-5 topics relevant to your work] 4. **Person/company research**: Before [calls / pitches / negotiations], I need background on [what type of people or companies] For each workflow, design: **Workflow A: Pre-meeting research prompt** I'll type a person's name, company, and meeting purpose, and you'll give me: - 5-bullet company overview (what they do, size, recent news) - 3 things I should know before this meeting - 2-3 smart questions I can ask that show I've done my homework - Any obvious shared interests or connection points Write the template prompt I should use for this. **Workflow B: Industry briefing template** Every Monday morning, I want to paste recent headlines and get a synthesized briefing. Write the prompt I should use that produces a 5-minute-read briefing with: what's important, what's noise, and what I should act on. **Workflow C: Automation option** How could I automate Workflow A or B using Zapier or Make, so I get the briefing without manually triggering it? Give me a workflow design. **Workflow D: Research-to-notes pipeline** When I finish a research session, I want to convert the findings into a structured summary. Write a prompt that takes my raw research notes and produces a clean, usable summary.

Help me build AI-powered communication workflows to handle my most common communication tasks. **My role and common communication types:** - Role: [Your role] - Most frequent outbound communication: [e.g., 'Client status updates, meeting follow-ups, proposal follow-up, team coordination, partner outreach'] - Most frequent inbound communication I need to process: [e.g., 'Customer questions, vendor proposals, meeting requests, internal requests from team'] **Build these communication workflows:** **Workflow 1: Meeting follow-up system** After any meeting, I want to send a follow-up within 2 hours. Design a prompt + template system where I paste my meeting notes and get back a polished follow-up email with: summary, decisions, action items with owners, next steps. **Workflow 2: Follow-up chase system** I often forget to follow up when I'm waiting on someone. Design a prompt that, given a list of 'waiting on' items, drafts follow-up messages for each that are appropriately urgent without being pushy. Include a delay logic: different tone at 3 days vs. 7 days vs. 14 days. **Workflow 3: Request triage and response** When I get an inbound request (email, Slack message), I want to quickly assess and respond. Design a prompt that takes the request and my constraints and gives me: how to categorize it (urgent/can wait/delegate/decline), a draft response, and the estimated time cost. **Workflow 4: Status update automation** Every Friday at 4pm, I want to send a weekly status update to my manager/team. Design a prompt that takes my week's notes or task list and generates a concise status update email. **Automation option for Workflow 4**: How could I set this up in Zapier or Make so it triggers automatically on Friday at 4pm, pulling from my task manager or calendar? Design the workflow. For each workflow, give me the prompt template and note where I insert my specific context.

Help me design a multi-step AI-powered workflow for a complex recurring task I handle repeatedly. **The task I want to automate end-to-end:** [Describe a multi-step task you do repeatedly, e.g.: - 'When I get a new client inquiry, I need to: research the company, score whether they're a good fit, draft a personalized response, create a CRM entry, and schedule a discovery call' - 'Every week, I need to: pull data from three sources, create a summary report, write a narrative around the key findings, and send it to my leadership team' - 'When I add a book to my reading list, I want AI to find a summary, key insights, and related books, then add them all to my Notion reading list with notes'] **Current manual process:** [Walk through what you do now, step by step, including which tools you use] **What I want the automated version to look like:** [What should happen automatically vs. what should still require my input?] **Design the end-to-end workflow:** 1. **Trigger**: What starts this workflow? 2. **Steps**: For each step in the process: - What happens? - Which tool handles it (AI, Zapier, Make, specific app)? - What AI prompt is used (if applicable)? - What data flows in and out? 3. **Human checkpoints**: Where should I review and approve before the workflow continues? 4. **Output**: What exactly does the workflow produce, and where does it go? 5. **Error handling**: What happens if a step fails? 6. **Build order**: In what order should I build this, so I can test each component before connecting them? Give me implementation instructions for [Zapier / Make] with the specific apps I've mentioned.