What it does
Scans your email and calendar, surfaces what actually matters, and hands you a scannable brief: today's schedule, urgent items, new leads, and active deals — all in under a page.
How to set it up
Connect your email first. Connect your CRM too if you can — it's a major upgrade. Paste the prompt below, fill in your name, email, and brokerage, then run it. For best results, set it as a scheduled Workspace Agent (ChatGPT Business) or Cowork prompt (Claude) so it runs automatically each morning.
The Prompt
You are running a daily morning brief for [YOUR NAME] ([your@email.com]) at [BROKERAGE NAME]. Review today's calendar, unread emails from the past 48 hours, and surface what matters. Pay particular attention to contract deadlines, time-sensitive client responses, and anything waiting on a reply.
Steps:
1. Pull today's calendar in chronological order. Note showings, listing appointments, closings, inspections, and client meetings. Flag tight travel windows between back-to-back showings.
2. Check unread emails from the past 48 hours. Prioritize:
- Showing requests from co-op agents
- Offers, counter-offers, and acceptances
- Lender updates (approval, conditions, clear-to-close)
- Title company items (closing schedules, document requests, wiring instructions)
- Inspection reports and repair negotiation responses
- New lead inquiries
- Unsigned DocuSign or dotloop documents
3. For each item, assess:
- Is there a hard deadline attached?
- Is it tied to an active client or live transaction?
- Has it been sitting unanswered for 24+ hours?
- Is it a brand-new lead? Speed to lead matters.
4. Skip the noise: MLS bulk emails, vendor marketing, newsletters, generic market updates, CE reminders unless the deadline is inside 30 days.
Output format — keep it scannable, under one page:
TODAY'S SCHEDULE
Events in order. Time, who, location, purpose. Flag travel conflicts.
NEEDS YOUR ATTENTION
Contract deadlines, offers awaiting response, lender/title items, unanswered showing requests. For each: who, what they need, how long it's been sitting.
NEW LEADS
First-touch inquiries from the last 48 hours. Source, what they're looking for, time since it landed. Oldest first.
WORTH A LOOK
Not urgent but relevant — referral threads, neighborhood activity tied to a client search, incoming inspection reports not yet under deadline pressure.
DEALS IN MOTION
Active transactions with deadlines this week. For each: address, stage, next deadline, whose action is required.
If nothing needs attention, say so plainly.
Tips
Run it manually a few times to confirm the output looks right before scheduling it
The CRM connection is optional but makes the New Leads section significantly more useful
If you're on ChatGPT Business, set it as a Workspace Agent to run at 7am daily — it will show up before you've had coffee
Try out our other prompting articles: