Ollie PotterMay 13, 2026
Build Your Own AI Morning Briefing Assistant 🤖
Build Your Own AI Morning Briefing Assistant 🤖
Ollie Potter
Learn how to build a personalized AI morning briefing tool using Claude and Composio. This automated routine summarizes your emails, tasks, and meetings, saving you time and ensuring you never miss an important update.
Build Your Own AI Morning Briefing Assistant 🤖
Ollie Potter
Learn how to build a personalized AI morning briefing tool using Claude and Composio. This automated routine summarizes your emails, tasks, and meetings, saving you time and ensuring you never miss an important update.
Chapters
00:00
Introduction
Overview of building a personal assistant for morning briefings.
00:20
Connecting Outlook
01:44
Claude Integration
04:43
Testing the Connection
05:51
Creating Routines
09:36
Results and Possibilities
Transcript
00:00
Build your own personal assistant tool that sends you a morning briefing just like this one, that summarizes all of your key emails, your tasks for the day and key meetings.
00:09
but it never misses anything.
00:12
It costs only a few cents or pennies to run and we can build it in the next 10 minutes.
00:18
So let's jump in.
00:20
first thing we are going to do is we are going to come to a tool called Composio.
00:28
And what Composio does is it enables our Claude to speak to our Outlook.
00:36
So currently that connection is really clunky, and also only for certain plans in Claude.
00:43
What this enables us to do is use all of our Claude functionality, but it can check our Outlook emails if you use Gmail.
00:50
That's great.
00:51
We can actually, we don't need to use this, this middle step of Composio.
00:55
We can just connect that directly to Claude already and I'll show you how to do couple of minutes.
01:00
But what you're going to do is you're going to come to the link which I've put for Composio.
01:05
You're going to sign in and sign up and then you're going to come to this dashboard which says for you.
01:12
Perfect.
01:13
And then the next thing we're going to do is we're going to go to see all apps and we're going to come over to Outlook and we're going to click new, or connect.
01:26
It will basically ask you to fill in your Outlook details.
01:29
Go ahead and do that.
01:30
And what you should then see once that's all gone through is in your Composio dashboard.
01:35
You've got connection.
01:37
so already that's perfect.
01:40
What we've then done is allowed Composio to see our Outlook.
01:44
What we now need to do is enable Claude to chat to Composio.
01:49
So I'm going to open up our Claude here.
01:54
and what we're going to do, I'm going to be using Claude desktop, but you can also use the web app if you need to.
02:03
I just prefer to use the desktop app when I come to customize.
02:07
We're going to go to Connectors and we're going to add a connector here, add a custom connector and we're going to call it Composio.
02:18
And again in the article beneath this I've sent you a link, an MCP link which we're going to copy in here.
02:28
And what this is basically saying is Claude, go and reach out to Composio and ask for access.
02:35
So we're going to click add.
02:37
I'VE already added it so it won't, it won't come through for me.
02:43
But just to show you what it will look like, if we quickly disconnect it from here.
02:55
So I'm going to disconnect, disconnect.
03:01
and again this is what you'll see.
03:03
Once you've typed in the link, I'm going to click Connect.
03:07
It will then open up a tab for you.
03:09
it will say Composio.
03:11
Do you want to authorize?
03:13
Super simple.
03:13
If you're logged into Composio it will then refresh and there you go.
03:20
You should then see it in your, under your connectors here, which is awesome.
03:25
So I want you to click on it and straight out of the bat.
03:28
Sometimes there may be some of these hands which are basically, it needs approval every time you use it.
03:34
What we're going to do is we're just going to come here and we click always allow, and always allow for these permissions.
03:40
And that just means that whenever you run, Claude runs the routines for you.
03:45
It doesn't get stuck because it's allowed to do everything it needs to.
03:50
One point that's good to raise at this time is, you know, Composio is a well known app.
03:57
It's got a lot of safety protocols.
03:59
So all of your email data, is safe.
04:02
I checked all of that out before I used it and this is quite a well known approach.
04:10
So you shouldn't have too many concerns there.
04:12
but also do your own research.
04:16
Great.
04:17
So we've now connected to Composio.
04:20
The next thing to do is, you know, this is for an Outlook workflow.
04:25
There's an even simpler way that if we are just using Gmail, you just go to here, you go to browse connectors and you do the same.
04:32
You just click on Gmail here.
04:33
It'll take you to Gmail to log in.
04:36
Much more simple.
04:37
and it will enable, it'll enable you to do the next step that we're about to go through.
04:43
Cool.
04:43
So we've now enabled Claude to be able to go and speak to all of our emails.
04:52
But just to check, what I'm going to do is I'm going to come over here and go, hi Claude, will you use the Composio connection to send me details of my most recent email?
05:11
so there you go.
05:12
We're just seeing it wear away.
05:14
It's worth doing this once just in case it does ask you for any permissions.
05:29
And whilst that's wearing away, just to show you I did this earlier, and it's come back with a load of dummy data that I've loaded in.
05:38
But, basically it's correctly looked into my Outlook using Composio and it's returned this dummy email that I set up.
05:47
So, that's all connected and we've tested that, everything's working.
05:51
What we now need to do is actually set up an ongoing routine because we don't want to come and have to do this every morning and custom prompt, we want it to just run automatically, right?
06:02
And set send an email.
06:04
So what we're going to do is going to come to the Claude code function and we're going to go to this new feature called Routines.
06:11
This is really exciting for a couple of reasons.
06:14
So firstly, routines enable you to put a task that's reoccurring into the cloud so you don't have to have your device open.
06:24
It will just run either at a certain, time each day or if there's a certain trigger, like a new event or a new meeting, it will run.
06:32
And that's really different because previously you had to have your device open and it meant that if you weren't on at the right time and on Claude, actually some of your workflows wouldn't run.
06:43
So this is a real game changer.
06:46
and secondly, why it's really exciting is it just enables kind of a whole new set of functionalities that usually you would have had to go and use complex tools like make tools or N810.
07:02
And it saves us a lot of money doing that, but it also saves us a lot of complexity.
07:07
So what I want you to do, I want you to come to new routine and I want you to set it up remotely.
07:12
Then again, in the article I've given a, first idea of a prompt, and I'm just going to show you.
07:19
Copy and paste that into here.
07:23
firstly, I'm going to call it Morning Briefing B.1.1.
07:35
and let's go through the prompt.
07:37
So basically I've given Claude a role, your personal Chief of Staff.
07:43
Each morning, read through my Outlook emails and calendar using the Composure connector.
07:47
generate a morning briefing with the following sections.
07:50
Top three priorities, anything I've missed.
07:55
Kind of a key motivational note based on what I'm working on and any open loops from yesterday that are unfinished.
08:01
Please do any extra research on people I'm about to meet in that day to save, to save me some prep, using their LinkedIn, their organization and any recent news.
08:13
Can you please keep the entire brief, under 400 words, make it clear and direct and send it as a briefing, via.
08:21
And then obviously insert your email here.
08:24
Please ensure it's nicely formatted and readable.
08:29
So we're going to do all of that.
08:30
We're going to click schedule, and I'm going to set mine for when I wake up every morning, which is about 6 o'.
08:38
Clock.
08:39
And then what we need to do is we need to give this routine what tools it can actually use.
08:45
by default it will give you, it will turn everything on.
08:48
But really what does this actually need?
08:52
At the bare minimum, just Composio or Gmail.
08:55
And your, if you use Google Calendar.
08:59
Google Calendar, but I've also allowed it access to my CRM and basically where I keep all of my contacts just in case it wants to go and reference, someone I'm meeting and I've met before.
09:12
It can then go and look back at previous notes from our previous meetings and also any kind of cool transcripts that I use in my cool recording software.
09:20
So click Create, that will come through.
09:24
and what I want you to then do is just click Run now and check that it's worked.
09:30
I'm going to do, I'm just going to zoom out of here and just show you one I made earlier.
09:36
So we did a daily briefing test run.
09:41
Basically what this will do.
09:42
As you can see, I've been running this for a few days.
09:45
It will run every day at a certain time.
09:47
and it will produce an email that looks something like this.
09:53
So let's have a look at it.
09:55
And again, a reminder, this is all dummy data, but it's given me some top three priorities for the day.
10:02
returning my contract, illegal, any time sensitive, must not forget for today.
10:09
and this is really neat.
10:11
It's looked at who I'm gonna meet from my calendar and it's gone and pulled any news from that.
10:20
Sarah's in this case is LinkedIn.
10:22
But also, any company news like funding, just little tidbits that probably would have taken kind of 10, 15 minutes before.
10:31
And then one thing to keep in mind, a bit of a motivational speech, which is cool.
10:37
And then any open loops from yesterday that we didn't close down.
10:40
So.
10:41
So, you know, this is probably saving me at least kind of 20, 25 minutes of planning in the mornings and just making sure that nothing slipped through the gap.
10:52
it really shows the power of Claude routines.
10:55
And you know, this is a base but you can really start to build off of this.
10:59
So we could also set up a routine to do a much deeper dive into the profile and run it against some of our businesses offers.
11:07
or, you know, similarly, we could have it do a kind of more thorough look through all of our previous conversations with these people.
11:15
The possibilities really are endless and we'll jump to some of those in future videos.
11:20
But that's what I'm going to show for today.
11:23
Have a go.
11:24
If anything doesn't make sense, just drop me an email and we, can figure out where things are going wrong.
11:29
but, you know, let's get it built and, and tell me how How much time it saves you.
11:34
Awesome.
11:34
Thanks everyone.
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