🎯 What you'll have at the endYou'll have Claude read your email, calendar and task list each morning and give you one short briefing, plus draft replies waiting in Gmail.

⚡ One-click install

Checked install page (app stores, official sites and template pages): tap to get it straight away.

⬇️ Download Claude for desktopOfficial download page

🧰 Before you start

A paid Claude plan (Pro, Max, Team or Enterprise)
The Claude desktop app (Mac or Windows) for Cowork features
Gmail and Google Calendar (or Outlook)
Your task app or CRM, if you use one

⏱️ Time neededAbout 1 hour

💵 Rough costPaid Claude plan (Pro from about USD 20/month)

🪜 Step by step

🐣 Beginner mode: showing the 6 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 6.

✅ 0 of 6 steps done 📄 Printable page

1
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Install Claude for desktop
Use the download button on this page, install and sign in.
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2
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Connect your tools
In Claude's settings, open Connectors and connect Gmail, Google Calendar and your task app. Add Slack if your team uses it.
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3
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Paste the briefing prompt
Open Cowork, paste the 'Morning briefing' prompt below and run it once.
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4
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Check it against reality
Compare the briefing with your actual inbox and calendar. Tell Claude what it missed or got wrong.
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5
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Schedule it
Ask Claude to make it a scheduled task every weekday at [7.30 a.m.].
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6
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Read it before your inbox
Each morning, read the briefing first, then open your drafts folder and send the replies you're happy with.
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💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Morning briefing

Every weekday at [7.30 a.m.] (Malaysia time) write my morning briefing, max one page:
1. Today's appointments (viewings, meetings) with address and who's coming.
2. Emails that need me today: hot leads, offers, deadlines, complaints. One line each.
3. Deals or tasks that have gone quiet for [5] days.
4. Team threads I should look at.
5. My top 3 for today.
For each email that needs a reply, save a draft reply in Gmail in my tone. Never send anything.

💬 Follow-up after a viewing

Here's my voice memo / notes from today's viewing at [property]: [paste]. Turn it into: tidy notes, the buyer's likes and concerns, next steps with dates, and a short follow-up WhatsApp message and email in my tone.

⚠️ Tips & common mistakes

Reddit agents warn that a briefing alone only helps if it leads to action: keep the drafts step.
Check property facts and prices yourself before anything reaches a client.
Keep Claude on 'draft' for anything client-facing.

🌟 Why it's worth it

💡 Why it mattersAgents lose the first hour of every day reacting to messages. A briefing turns that into a 5-minute read and a clear plan.

🏷️ Real exampleThe author says the same connections let it draft replies to flagged emails into Gmail for review and accept meeting invites on her behalf.

🔌 Connects to:GmailGoogle CalendarSlackClickUp / task appChrome

📰 Found via Inman & Reddit · r/realtors: Inman: How I built a Claude Cowork real estate assistant ↗