Start Every Call Ahead: The AI Daily Brief
Pre-work
Before Session 1, confirm you can log in to your AI assistant (Claude preferred, or your company's paid LLM). If your organization allows connectors, connect your CRM, calendar, and email now. If you are not sure what is allowed, forward the connector checklist from your welcome email to your IT contact today so you are ready to build live.
Then jot down your answer to one question and bring it to the session: what are the first three things you check every morning before you decide what to work on?
By the end of this session
- Explain where AI creates leverage across the GTM workflow and where the human stays essential.
- Set up an AI workspace (a Project) with standing instructions and connected sources.
- Build a daily brief that surfaces what changed, who to reach out to, and your top three actions, each tied to a SPICED element or a Bowtie stage.
- Adapt the daily brief to your function lane.
Session 1 is really about delegation: deciding what to hand your AI and what to keep. The brief decides your focus. You decide the action. That judgment is the skill that keeps paying after every model upgrade.
The build: your daily brief
A daily prioritization routine that tells you who to reach out to, what changed, and the three actions that matter today. We build it together live, then you tune it to your lane.
- Create the Project (or your platform's equivalent) and paste the prompt as its standing instructions.
- Connect your sources, or paste this morning's notes if connectors are pending.
- Run it on today. Read line 4 first.
- Refine until it fits one clean screen and every action names a SPICED element or Bowtie stage.
Line 4 exists to find the thing you did not know about your own pipeline. When the brief names a stalled deal or a trigger you missed, that is not a party trick. That is your new morning.
Show Your Work: Assignment 1
Submit to the LMS: the actual conversation you had with your AI to build and refine your daily brief. Run it on a real morning first.
- The prompt you used, including your lane variant and any standing instructions you saved.
- The AI's output: your actual daily brief.
- At least one tweak you made and why. What was wrong or generic about the first version, and how you fixed it.
- One sentence on the action you actually took because of the brief.
Grading: rubric-based. We are looking for a real book of business, a working refinement loop, and outputs tied to SPICED or the Bowtie. 75 percent or higher passes.
Open the copilot in the corner and paste your draft. It scores against the same rubric your grader uses and gives you one targeted improvement. Learners who pre-grade almost never need the resubmit.
Keep it
This prompt is yours now. Save it where it lives permanently so you never retype it: the note under the prompt shows the way for your platform. In Session 4 you will turn your best workflow into a full Skill that runs on demand.