I had Claude interview me about my work. Now it briefs me every morning on what's changing in my field and why it matters. I run AI Prepper, so I need to know what's useful and what's hype for my clients. Here are the steps and the prompts to set up the same briefing for your field.
Interview me with one question at a time to build a daily briefing that deepens my expertise. Ask about my field, what I already know, and where I want to grow. Push back if I'm vague. Cover these areas: - my role and who I serve - the topics I follow and the ones I want to skip - what I already know well, so the briefing skips the basics - the tools and methods I use now - where I want to grow in the next year - the decisions or conversations this briefing should help me with Wait for my answer before you ask the next question. When you have enough, summarize what you heard and ask me to correct it.
Save what you learned about me to a file called briefing-profile.md. Use these headings: My field, What I already know, Where I want to grow, Topics to watch, Topics to skip. Keep it short enough to read and edit in two minutes. Then suggest 10 credible sources for this briefing. For each one give me: - the name and a link - the type: primary (company announcements, product docs, research papers, regulators) or secondary (news, newsletters, commentary) - why it fits my profile - one weakness to watch for Don't add any source to the file until I approve it. When I do, list the approved ones under a new heading: Approved sources.
Add these rules to briefing-profile.md under a heading called Briefing rules. - 5 items max. If fewer than 5 things matter today, send fewer. - Cover news from the last 24 hours. On Mondays, include the weekend. - Each item needs: the date it was published, a link to the source, what happened in two sentences, why it matters, and how it connects to my field. - Check my approved sources first. If you use a source that isn't on my list, label it New source. - Separate evidence from opinion. Label each claim Evidence (data, product docs, an official announcement, published research) or Opinion (commentary, predictions, a company's own marketing). - Flag uncertainty. Say when a claim rests on one source, when numbers aren't published, or when you couldn't open the original. - Only cite pages you opened. If you can't find a working link, leave the item out. - Skip anything under Topics to skip. - End with one question I could ask a client or colleague about today's news.
/schedule Run my daily briefing every day at 7 a.m. [your time zone]. Search the web for news on the topics in my profile and follow everything in briefing-profile.md: my field, what to skip, my approved sources and my briefing rules. Put the full profile, sources and rules into the task instructions so the task has everything it needs on its own. Save each briefing to a file called briefing-log.md, with today's date as the heading and the newest briefing at the top.
Anthropic is rolling out a new Claude layout where Cowork and chat are one app, so there's no separate Cowork tab. Start a new conversation and paste the same prompts. /schedule and your scheduled tasks work the same way. On a Team or Enterprise plan, an owner has to switch web search on first.
Set it up as a scheduled task in Claude Cowork. Let Claude interview you about your field, save your answers to a profile file, approve the sources it suggests and add your rules. Then type /schedule and ask for a briefing every day at 7 a.m. You need a paid Claude plan: Pro, Max, Team or Enterprise.
So the briefing skips what you already know and covers where you want to grow. The interview asks about your role, the topics to follow and skip, the tools you use and the decisions the briefing should help with. Claude saves it to a short profile file you can read and edit in two minutes.
Give it approved sources and strict rules. Ask for 5 items max, each with a publish date, a source link, why it matters and how it connects to your field. Tell it to label each claim as evidence or opinion, flag anything that rests on one source, and only cite pages it opened.
Yes, once the briefing is a scheduled task. Type /schedule in a Cowork task, say when it should run, and click Schedule when Claude proposes it. Each morning's briefing shows up under Scheduled in the left sidebar. On a Team or Enterprise plan, an owner has to switch web search on first.
Tell Claude what missed, in plain words, like "less funding news, more on how small firms use these tools." Ask it to update your profile file. Then click the task under Scheduled and update its instructions to match, because the task carries its own copy of your profile, sources and rules.
A weekly prompt that reads your five daily briefings and tells you what held up, what fell apart and which of your assumptions to revisit. Plus the checklist I use before I approve a new source.
Set this up the same way as the daily briefing: type /schedule, paste the prompt and ask for every Friday at 3 p.m. It reads the log your daily briefing saves, so run it once by hand first to check it can find that file.
Read this week's entries in briefing-log.md and my briefing-profile.md. Write my weekly review: 1. The 3 developments that matter most for my field this week, and why. 2. What changed: any claim from earlier in the week that later news confirmed, weakened or contradicted. Give the dates. 3. Evidence check: which items rested on opinion or a single source, and whether better evidence has appeared since. 4. One assumption to revisit: based on What I already know in my profile, name one thing I believe about my field that this week's news challenges, and say what evidence would change my mind. 5. Housekeeping: which sources were useful, which added noise, and which topics I should add or drop. Suggest edits to briefing-profile.md, but don't make them until I approve. Keep it to one page.
Paste the checklist into briefing-profile.md under Approved sources and ask Claude to check every new source against it before suggesting it.
Prompts, step-by-step guides and checklists you can put to work today.