CNAT TitleEducation Keeping AI on ThingsBook Time
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Level 2 · Connected

Connect Your Calendar

An assistant that can see your week can brief it, protect it, and make sure every appointment gets a follow-up.

20-30 minutes, once Works pasted, too

The whole play, at a glance

Connector paste your week
Morning brief60 seconds, on your phone
Showing plansroutes + buffers
The resultevery appointment gets a follow-up

You walk away with: a daily brief that flags what isn't prepped, showing days planned with buffers you'll actually keep, and a follow-up scaffold so no client meeting evaporates from memory.

Pick your path

Settings › Connectors
Your calendarRead events · write off for nowConnect

The major assistants support the big calendar platforms (examples, not endorsements: ChatGPT, Claude, Gemini with Google and Microsoft calendars).

  1. 1

    Find the calendar connector

    In your assistant's settings, open connectors or integrations and look for your calendar.

  2. 2

    Connect and grant access

    Start with read access only if the tool offers the choice.

  3. 3

    Test it

    Ask "what's on my calendar Thursday?" and check it against the real thing.

  4. 4

    Check your tier

    Calendar connectors are typically paid-tier features, and business tiers keep your data out of model training.

No setup, works today: open your calendar's week view, copy it (or screenshot it into the chat), and run the same prompts below. Ninety percent of the value, zero connection.

What you get every morning

Save the Morning Brief prompt in your workspace and run it with coffee. It reads the day, flags what isn't prepped, and names the single best use of your biggest gap. Under 200 words, built for a phone screen.

Morning BriefTuesday, 7:02 AM
Run my morning brief.
3 appointments. 9:00 listing consult (bring the CMA, not printed yet), 12:30 lunch w/ lender, 4:00 showing at Elmwood (gate code in event).
Prep flag: CMA packet.
Biggest gap: 1:30-3:30. Best use: the 5 overdue follow-ups from Friday.
Tomorrow's one thing: confirm Thursday's photographer.Read in 40 seconds

The prompts

The Morning BriefSave it, run it with coffee
morning-brief.prompt
Look at my calendar for today (or use what I paste below). Give me:

1. THE DAY AT A GLANCE: each appointment with one line on what it is and what I need to walk in with (documents, comps, keys, lockbox codes noted in the event).
2. PREP FLAGS: anything that needs work BEFORE the meeting that isn't done or scheduled.
3. THE GAPS: my open blocks, with a recommendation for the single best use of the biggest one (prospecting, follow-up, or admin) based on what this week looks like.
4. TOMORROW'S ONE THING: what I should set up today so tomorrow starts easy.

Keep it under 200 words. I'm reading this on my phone.
The Showing-Day PlannerStop order, time blocks, buffers
showing-day-planner.prompt
I'm building a showing day. Here are the stops and constraints:

SHOWINGS: [address or area + any time restrictions for each]
CLIENT: [name, what they care about, energy level for a long day]
MY CONSTRAINTS: [start/end time, lunch, school pickup, etc.]

Plan the day: a stop order that minimizes backtracking (group by area; I'll gut-check drive times), a time block per stop with a 15-minute buffer every 2-3 stops, and a one-line reminder of what this client should notice at each property. End with the two questions I should ask the client at the end of the day to move toward a decision.
The Follow-Up ScaffoldEvery appointment gets a next touch
follow-up-scaffold.prompt
Look at my client-facing appointments from the last 2 business days (or the list I paste). For each one, tell me: the natural next touch, the channel, and when it should happen. Then draft the one follow-up message that's most overdue, in my voice, ready to send after my review.

Watch-outs

Reading is not writing. Letting the assistant see your calendar is low-risk. Letting it create or move events deserves a two-week trial period first, and you review every invite before it sends.

Mind what lives in event titles. If your calendar events say "Smith divorce sale, 4012 Maple," a connected assistant reads that too. Keep sensitive detail in your CRM, not in event names.

Time math deserves a glance. AI is good at planning and occasionally bad at arithmetic. Sanity-check drive-time assumptions on tight days.

Next plays

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