Start every morning with a "catch me up" briefing from your inbox and calendar
William Zhang runs "catch me up" on a Claude Cowork executive assistant connected to Gmail and Google Calendar; the briefing surfaced showing feedback he owed, a buyer agreement still waiting on a signature, and builder marketing emails he could ignore, and he schedules 8 a.m. reply drafts and an 8 p.m. day wrap-up.
At a glance
- Tools used
- Claude CoworkGmailGoogle Calendar
- Category
- Personal productivity
- Audience
- agent
- Difficulty
- No-code setup
- Source
- Claude Cowork for Real Estate Agents: A Complete Beginner's Guide (2026)
William Zhang (Real Estate AI Society) · Blog · Aug 5, 2026 - First step
- Write a short instruction file with rules: never send without approval, never invent transaction facts, "nothing here" is a valid answer.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Catch me up. Review my email from the last [24] hours and my calendar for today and tomorrow. Sections: 1. Replies I owe (client, deadline, one-line summary), most urgent first. 2. Documents waiting on a signature or on me. 3. Today's appointments with prep notes from related emails. 4. Email I can ignore or unsubscribe from. Draft replies for section 1 but do not send. "Nothing here" is a valid answer for any section. Do not invent transaction facts.