Build a Claude Cowork chief of staff that briefs you from Gmail, Calendar, Slack, and ClickUp
Audie Chamberlain, VP at Rechat, connected Claude Cowork to Gmail, Google Calendar, Slack, ClickUp, and Chrome, then trained a chief-of-staff agent that delivers a daily briefing of top priorities, emails needing replies, calendar context, and deliverables at risk before he opens his inbox.
At a glance
- Tools used
- Claude Cowork →GmailGoogle CalendarSlackClickUpRechat
- Category
- Personal productivity
- Audience
- agent, team lead, broker
- Difficulty
- No-code setup
- Source
- How I Built A Claude Cowork Real Estate Assistant
Audie Chamberlain (Rechat / Lion & Orb) · Article · May 11, 2026 - First step
- Upgrade to Claude Pro on Mac, connect Gmail and Google Calendar first, and run one morning briefing with the prompt below before adding Slack or ClickUp.
Compliance note: Do not paste confidential client financials, SSNs, or signed contracts into a connected AI chat. Review any drafted replies before sending, and follow your brokerage's data and advertising rules.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
Review my Gmail, calendar, Slack and ClickUp. Create a succinct morning briefing that tells me my top three priorities today, important emails that need a response, meetings I should prepare for, deadlines or deliverables at risk, and any action items that are blocked or waiting on me. Keep it clear, practical and concise. Organize the output under these headings: - Top three priorities today - Email priorities - Calendar overview - Deliverables and deadlines - Recommended focus Draft only. Do not send emails or accept calendar invites unless I ask.