Step01
Create a Recurring 'Weekly Prep' Task
In an AI agent platform like Cowork, set up a recurring task to run automatically every Sunday morning. This initiates your weekly planning process.
IntermediateProduct
Automate Your Weekly Planning with an AI-Powered PM Assistant
Build a recurring AI task that automatically gathers updates from your calendar, Slack, and notes to suggest weekly priorities and prepare you for upcoming meetings. Start every Monday with a clear, comprehensive plan without the manual effort.
Before you start
Tools used
- ClaudeVisitClaude
Anthropic AI assistant
- NotionVisitNotion
All-in-one workspace
- Granola
AI-powered meeting note-taker and summarizer
Step by step
The workflow
Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.
6 steps
Step02
Connect Your Information Sources
Grant the AI skill access to your digital ecosystem, including your calendar, Slack, Notion pages, and any meeting transcription services like Granola.
Step03
Gather and Analyze Data
The AI task will pull in all calendar events for the upcoming week, relevant Slack messages, outstanding tasks from Notion, and summaries from the previous week's meetings.
Step04
Generate Priority Suggestions
The AI analyzes all the gathered data to identify new and outstanding items, then proposes additions, removals, or priority changes for your 'Top of mind' and 'This week' lists in Notion.
Step05
Automate Meeting Preparation
The workflow scans your calendar and prompts you for each upcoming meeting, asking how you'd like to prepare: create a deep prep task, set a quick reminder, or mark it as requiring no action.
Step06
Review and Update Dashboard
Review the AI's suggestions for weekly priorities and meeting prep. Once you confirm, the AI automatically updates your Notion dashboard, giving you a clear plan for the week.
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