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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.

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Automate Your Weekly Planning with an AI-Powered PM Assistant
Source episodeClaude Cowork for PMs: My Self-Improving Productivity System

with Claire Vo

Read the full episode

Before you start

Tools used

The workflow

Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.

6 steps

Step 01

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.

Step 02

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.

Step 03

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.

Step 04

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.

Step 05

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.

Step 06

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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