The First Thing to Let AI Do While You're Not Watching
Most people assume the first job for a scheduled AI should be a chore, such as archiving the newsletters.
I'd start with a check. The first thing AI does while you're away should be a note for you to read. The AI should touch nothing else.
AI tools can now run on a schedule, even with your laptop shut. They run "in the cloud", which means on the company's own computers rather than yours. Claude calls these scheduled tasks, and ChatGPT has its own version. You write the instructions once and pick a time, and then the task runs every day, whether you're there or not.
For the first time, nobody's watching. In a chat, you catch a mistake before it lands, but at 7am, while you're asleep, you can't.
So let AI look at your inbox and tell you what needs a reply, while the replying stays with you. AI can warn you about Thursday without moving Thursday, or draft the follow-up for you to send.
You'll see guides where the morning task archives emails for you, and I'd wait on that. An AI that archives the wrong thing at 7am has made a decision you didn't see.
You'll find out when someone asks why you never answered.
Choose the check that costs you most
List the checks you run on a schedule, whether that's every morning, every Friday or every Sunday night. They might be "Has anyone replied?", "What's on this week?" or "Who did I promise something to?"
Pick the check that takes the most attention for the least reward. For most people, that's the morning scan of inbox and calendar, done before they've properly woken up.
The AI needs something to read, such as your calendar, your email or a folder. The AI can only read these once you've connected them, which means you've given the AI permission to see them. If nothing's connected yet, start with connecting your email safely and come back.
Write the brief, with a never-line
Write the instructions like a note to a new assistant on their first day. Say what to look at, what to produce and how long it should be, and then say what they must never do. That never-line matters most.
Every weekday at 7am, look at my calendar for today and my inbox from the last 24 hours. Send me one message, under 150 words. Include what's on today with times. Include anything that needs a reply from me today, with the name and one line on why. Include anything I said I'd do that's due. If nothing's urgent, say so in one line. Never send, archive, move or delete anything. Never reply to anyone. If you're unsure whether something matters, include it.
Run it by hand for three mornings
Don't schedule anything yet. First, paste the brief into a normal chat and run it yourself three mornings in a row, then read what comes back next to your real inbox.
Did the AI miss the message from your boss, or flag three newsletters as urgent? Fix the brief, not the answer, until the AI gets three mornings right.
Everyone skips this step, but this step stops you trusting a task that's quietly wrong.
Schedule it to run in the cloud
The exact clicks change over time, so follow the tool's own help page to find the scheduled tasks or routines section. Paste the brief and set the time.
Make sure the task runs in the cloud rather than on your own machine, or the task will skip the days your laptop is closed.
Turn on the alert for when the task finishes. Then the result reaches your phone, instead of waiting somewhere you'd have to remember to look.
Read every note for two weeks
For a fortnight, check each morning note against what really happened. Keep a record of what the note missed, what it wrongly flagged and what it got exactly right, and then rewrite the brief using that record.
The AI only works with what it can see. If the thing that mattered came by text, or someone said it in a corridor, the morning note won't know.
And now and then the AI will be confidently wrong at 7am, with nobody there to catch it. That's why the AI reports instead of acting, and why you still glance at the inbox yourself.
After the fortnight, you can read the note like a colleague's note, instead of marking homework. Spot-check the note once a month, because slowly getting worse without anyone noticing is the whole risk with something you never watch.
Add a second only when you trust the first
Each of these produces a note and nothing more, and you can change the times to suit you.
- Morning note, weekdays at 7am, using the brief above.
- Promises list, weekdays at 5pm. "Look at emails I sent in the last two days. List anyone I told I'd do something for, what I said, and whether I've done it. Don't contact anyone."
- Sunday look-ahead, Sunday at 6pm. "Look at next week's calendar. Tell me the three heaviest days, any clashes or back-to-backs with no gap, and anything I've got no preparation time for. Don't change anything."
Your plan usually limits how many scheduled tasks you can run. So start with one, and let that one earn the second.