Automate

Monday Morning Briefing

Start every week with an AI-generated briefing covering upcoming deadlines, stalled spaces, and what needs your attention. Build with Claude Cowork, n8n, Zapier, Make, or LangChain using the Valuecase MCP.

AI Agent Prompt

Copy

Every Monday at 8am, generate a personal briefing for the account owner. Using the Valuecase MCP, review all active spaces and surface: - Deadlines and milestones due this week - Spaces with slipping progress or overdue tasks - New form submissions or customer activity since Friday - Any space that's been dormant for 7+ days For extra context, pull relevant HubSpot activity and calendar events for the week. Send the briefing as a Gmail draft or Slack DM – grouped by priority so the most urgent items are at the top.

What the AI creates

The agent scans your entire book of accounts each Monday and delivers a prioritized briefing – deadlines, risks, and open threads – so you start the week knowing exactly where to focus.

Pro Tip

Adjust the time and grouping to match your team's rituals – some teams prefer this right before their Monday standup, others want it in their inbox before they arrive.

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Monday Morning Briefing

What the AI creates

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