Klime
All routines

Prepare a morning brief

The one thing that matters today, your meetings, and what's waiting on you.

Activate
When
Weekdays at 8:00

Example output

Message

Your top priority today: the payroll export is due at 12:00 and finance hasn't confirmed the new hires yet.

Your meetings:

  • 09:30 Hiring sync
  • 15:00 Vendor review with Northwind Logistics

Waiting on you:

  • Sam asked you to approve two expense reports
  • The office lease renewal reply is three days old

Shall I ask finance to confirm the new hires, or draft a reply on the lease renewal?

Customize

What it needs to know about you

  • What should always come first in your brief?
  • Which emails can I leave out?
  • Who should you never keep waiting?
  • How long should the brief be?

Guardrails

What it won't do

  • Never sends, replies, or books anything without your approval.
  • Doesn't include anything your calendar, inbox, or tools don't back up.
  • Won't call a scheduling email unresolved without checking your calendar.
  • Doesn't list cold outreach, unless it belongs to an active conversation.
  • Won't hide it when a source is unavailable.

Related routines

Draft meeting follow-up emails

A recap email after every customer meeting, with next steps and owners.

After each meeting
Email draft

To Tom Bakker, Kettle & Co

Recap of today's onboarding call

Hi Tom, thanks for the time today. To recap: you'll start with the support team in November, and we'll set up the Zendesk import this week.

Next steps:

  • We send the import checklist (me, Wednesday)
  • You confirm the five pilot users (you, Friday)

Capture explicit meeting tasks

Tasks only from what people actually asked for, each with the quote.

After each meeting
Task

Check why exports time out for large teams

Ana, Product Sync meeting yesterday:

Can someone check why exports time out for large teams? Kettle & Co hit it every Monday.

Nudge unanswered customer emails

A friendly nudge every few days until they reply, four at most.

Weekdays at 9:00
Email draft

To Lisa de Wit, Orbit Legal

Re: Your quote

Hi Lisa, any questions on the quote I can answer? Happy to walk your IT lead through the SSO part if that helps.

Draft customer responses

A draft reply to every customer email, with how sure it is.

When a customer email arrives
Email draft

To Jen Okafor, Harbor Coffee

Re: Switching to yearly billing

Hi Jen, yes, you can switch mid term. We'll credit the rest of this month and start the yearly plan on the 1st.

Want me to send the new invoice?