AI Assistant Setup

How to Set Up an AI Assistant That Emails You a Morning Briefing

10 min setup · Free tools · Works on any computer

Every morning you probably check your email, glance at your calendar, maybe check the weather. What if an AI did all of that, stitched it together into a single plain-English summary, and had it waiting in your inbox when you woke up?

This guide shows you exactly how to set that up using free tools. By the end, you'll have a daily briefing that tells you: what's on your schedule today, any urgent emails that came in overnight, and the weather for your area. It takes about 10 minutes to configure and runs itself every morning after that.

What you need

  • A Gmail account (free)
  • A Make.com account (free tier works)
  • An OpenAI API key (costs about $0.01 per briefing)

Step 1 — Create your Make.com scenario

Make.com is a visual automation tool — think of it as a flowchart that runs on a schedule. Sign up at make.com, then click Create a new scenario. You're going to build a three-step flow: check your calendar, check recent email, then have AI write a summary and send it to you.

Step 2 — Connect Google Calendar

Add a Google Calendar → List Events module. Connect your Google account when prompted. Set it to pull today's events only. This gives the AI your schedule to work with.

Step 3 — Pull overnight emails

Add a Gmail → Search Emails module. In the search query field, enter: is:unread newer_than:1d. This grabs any unread email from the past 24 hours. You can add filters here — for example, is:unread newer_than:1d from:[email protected] to only include emails from specific people.

Step 4 — Write the AI prompt

Add an OpenAI → Create a Completion module. In the prompt field, paste something like this:

Prompt template: "You are a personal assistant. Write a concise morning briefing for [Your Name]. Today's schedule: {{calendar events}}. Unread emails: {{email subjects and senders}}. Keep it under 150 words, plain English, friendly tone. Flag anything that looks urgent."

Replace the {{placeholders}} with the actual data fields from the modules above — Make.com lets you drag them in.

Step 5 — Send it to yourself

Add a Gmail → Send an Email module. Set the recipient to your own address. Subject: "Your morning briefing — {{today's date}}". Body: the AI output from Step 4.

Step 6 — Schedule it

Click the clock icon and set the scenario to run every day at 6:00 AM (or whatever time you want it landing). Turn it on. Done.

Your AI assistant will now email you a briefing every morning — calendar, emails, any urgent flags — all summarized in plain English. You didn't write a single line of code.

Want more setups like this?

The Library has 40+ tested automation recipes — customer follow-up sequences, revenue trackers, meeting prep assistants, and more. Each one is copy-paste ready with exact prompts and config settings.

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Sales Automation

How to Automatically Follow Up With Leads Without Sounding Like a Robot

20 min setup · Works with Gmail or any CRM · Free to start

The follow-up email is where most deals die — not because the lead isn't interested, but because you forgot to send it, or you sent the same generic template everyone else sends.

This guide shows you how to set up an AI-powered follow-up sequence that sounds like you wrote it, references details from your initial conversation, and sends automatically based on timing rules you define. You set it up once; it runs every time you get a new lead.

The core idea

When someone fills out your contact form or gets added to your CRM, a trigger fires. That trigger passes their information — name, what they said they needed, how they found you — to an AI that writes a personalized follow-up. The email goes out under your name from your real email address.

This isn't mail merge. The AI actually reads what the lead wrote and responds to it specifically. If they said they need help with payroll, the follow-up mentions payroll. If they said they're in a hurry, the follow-up acknowledges that.

What you need

  • Make.com or Zapier (free tiers work for low volume)
  • Your contact form (any platform — Typeform, Tally, Google Forms)
  • OpenAI API key
  • Gmail (or any SMTP email)

Step 1 — Capture the lead's words

Your contact form needs a free-text field where leads describe what they need. Don't just collect name and email — ask "What are you trying to solve?" or "What brought you here today?" That answer becomes the raw material for the AI.

Step 2 — Build the trigger

In Make.com, create a scenario triggered by a new form submission. Connect it to your form platform. Map the fields: name, email, and their free-text answer.

Step 3 — Write a good AI prompt

This is the most important part. Your prompt should include:

  • Your name and what you do (so the AI writes from your perspective)
  • Your tone (casual? professional? warm?)
  • The lead's name and what they said
  • What you want the email to accomplish (book a call, answer their question, etc.)
Example prompt: "You are [Your Name], a [your job]. Write a brief, warm follow-up email to {{lead name}} who just reached out. They said: '{{their message}}'. The goal is to acknowledge what they said specifically, offer one helpful thought, and invite them to book a 20-minute call. Keep it under 120 words. No subject line needed."

Step 4 — Set the timing

Send the first follow-up immediately (within 5 minutes of form submission — studies show response rates drop dramatically after an hour). Add a second automation that triggers 3 days later if they haven't replied, with a lighter nudge: "Just checking in — still happy to help if the timing's right."

Step 5 — Review before going live

Run a test with your own email address. Read the output. Adjust the prompt until it sounds like you. Most people get it right within 2-3 iterations.

Once it's live, every lead gets a fast, personalized response — even while you're in meetings, asleep, or on vacation. The ones who were on the fence about reaching out will notice the difference.

The exact prompt templates we use

The Library includes the specific prompts, timing rules, and Make.com templates we run for follow-up sequences — including a version for e-commerce, one for service businesses, and one for B2B sales. Copy-paste ready.

Get Library Access — $9/mo →
Business Intelligence

How to Get a Plain-English Weekly Business Summary Every Monday Morning

30 min setup · Works with Stripe, Shopify, Google Analytics · No spreadsheets

Most business owners have their numbers scattered across three or four platforms — Stripe for revenue, Shopify for orders, Google Analytics for traffic, maybe a spreadsheet for expenses. Pulling it all together every week takes 20-30 minutes and nobody enjoys it.

This guide shows you how to set up an automation that pulls all of that data together every Monday morning and delivers a plain-English summary to your inbox: what happened last week, what changed compared to the week before, and what deserves your attention this week.

What you'll end up with

A Monday morning email that looks something like this: "Last week: $4,200 in revenue (up 12% from the week before). Your top-selling product was X. Traffic was down 8% — worth checking if that's a trend. You had 3 refund requests, same as usual. Two things to look at this week: your Tuesday traffic dip and the abandoned cart rate going up."

That's genuinely useful information, delivered in 30 seconds to read, with no manual work from you.

What you need

  • Make.com (free tier)
  • Whichever platforms your data lives in (Stripe, Shopify, Google Analytics — all have Make connectors)
  • OpenAI API key
  • Gmail or any email account

Step 1 — Decide what numbers actually matter to you

Before you build anything, write down the 5-8 numbers you actually look at when you're checking in on your business. Revenue? New customers? Refunds? Traffic? Conversion rate? These become the data points you'll pull.

Resist the urge to pull everything. A summary with 20 metrics is just as overwhelming as no summary. Pick the ones that tell you whether it was a good week or a bad week.

Step 2 — Connect your data sources in Make.com

Make.com has pre-built connectors for most common tools. Add a module for each data source, configured to pull last week's data. For Stripe: total revenue, new customers, refunds. For Shopify: orders, top products, abandoned carts. For Google Analytics: sessions, top traffic sources.

You don't need to aggregate this yourself — just pull the raw numbers. The AI handles the interpretation.

Step 3 — Write the AI prompt

Pass all the numbers to an OpenAI module with a prompt like:

Prompt template: "You are a business analyst assistant. Here is last week's data for [business name]: {{all your metrics}}. Write a brief weekly summary in plain English. Include: what went well, what went down, one or two things worth paying attention to this week. Be specific — use the actual numbers. Keep it under 200 words. No bullet points, just short paragraphs."

Step 4 — Add week-over-week comparison

The summary is much more useful when it compares to the previous week. The easiest way: store last week's numbers in a Make.com data store (it's like a tiny database, free to use), then pull them at the start of each run so the AI can compare.

Step 5 — Schedule for Monday at 7 AM

Set the scenario to run every Monday morning before you'd normally start work. By the time you open your inbox, the summary is already there.

After a few weeks, you'll notice you stop dreading the weekly numbers check — because it's not a check anymore. It's already done. You just read it.

Ready-to-use templates for Stripe, Shopify, and Analytics

The Library has complete Make.com blueprint files you can import directly — pre-wired for Stripe, Shopify, and Google Analytics with the exact prompts and data store configs. Drop in your API keys and it works. No building from scratch.

Get Library Access — $9/mo →
Small Business · Tools Guide

Best AI Tools for Small Business in 2026 — What Actually Works

10 min read · Updated March 2026 · Free and paid options compared

There are hundreds of AI tools claiming they'll transform your business. Most won't. This guide cuts through the noise and tells you exactly what's worth using — organized by the job you're trying to get done.

Every tool listed has a free tier so you can try before you commit. Covers writing, customer support, social media, invoicing, and scheduling.

Read the full guide →

Plain English, no jargon. If you run a small business and want to know which AI tools are worth your time in 2026, this is the guide.

Best AI Tools for Small Business 2026 →
Small Business · Step-by-Step Guide

How to Automate 5 Common Business Tasks With AI

15 min read · Updated March 2026 · No technical background needed

Invoicing, social media, email, scheduling, and customer FAQs — five tasks most business owners do by hand, every week, for hours. This guide shows you exactly how to hand each one off to AI, with step-by-step instructions and free tool options.

Most of the setups take under 30 minutes. Implement all five and you'll reclaim 15–28 hours per week.

Read the full guide →

Step-by-step for each of the 5 tasks. Each shows the free/manual way and the faster Ask Patrick way.

Automate 5 Business Tasks With AI →