Run a daily chief-of-staff agent across inbox, calendar and CRM

Tools

Claude Cowork

Overview

Make money doing the work you believe in

Workflow

The author configured Claude Cowork with scheduled tasks and MCP connectors to Gmail, Calendar, Slack, Granola, HubSpot, and Brex. The agent runs daily at 5 AM to triage email, prepare meeting briefs, flag stale CRM deals, and scan policy/literature sources. It outputs an interactive dashboard with email drafts, prioritized actions, and source links. The human reviews this dashboard to act, avoiding manual tab-switching and prep time.

Reported result

The author reports having a ready-to-use dashboard with drafts and action items by morning, eliminating a 30-minute prep tax. No quantitative metrics on time saved or revenue impact are provided. The system reportedly handles ~20 weekly tasks across clinical, business, and personal domains. Success is described qualitatively as improved workflow integration.

Human role

The original post does not say how a person stayed involved.

Limitations

Requires active MCP connectors for specific tools (Gmail, HubSpot, etc.) and Claude Cowork access. The author does not specify error handling for failed scans or incorrect triage. Human review is implied before sending drafts, but explicit approval workflows are not detailed. Source reliability is anecdotal; no independent verification of the 'Jarvis Builder' tool's effectiveness is provided.

Try it

Act as my AI chief of staff using Claude Cowork. First, conduct a 15-minute interview to map my roles, connected tools [replaceable: list your actual tools e.g., Gmail, Calendar, HubSpot], and weekly rhythms. Based on my answers, propose a curated portfolio of 5-10 scheduled tasks (e.g., Email Briefing, Meeting Prep, Deal Pipeline) with cadences. Do not create anything yet. Present the plan as a table: | Task | Category | Why It's For You | Cadence |. Ask for my confirmation. Once approved, set up the tasks. For the first run, execute only the 'Email Briefing' task for [replaceable: date range] and show me the output dashboard. Wait for my explicit 'OK' before enabling any other tasks or sending any drafts. If a tool connector fails, report the error and skip that task rather than guessing.

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