Briefings

Claude and ChatGPT can already run a prompt on a schedule. Briefings make that far more useful:

• The result comes to you. Instead of sitting in a chat you have to go and find, each result lands in your inbox, laid out to read - and can go to other people too.
• Its context stays current. Point it at a list - your portfolio, the topics you follow, this week's tasks - and every run works from that list as it is now. Change the list and the next run changes with it, so a job you set up months ago is still relevant.
• It uses the assistant you already pay for. The work runs on your own Claude or ChatGPT subscription, with everything it can already do, so there's no extra AI to pay for.

A briefing is a prompt you keep in Apricot, with lists for it to work from. You schedule it in your assistant. Each time it runs, your assistant fetches the prompt and the lists from Apricot, does the work, and sends the result back - and we email it to you and keep a copy.

Open Briefings

1. 1

   Choose New, then Briefing - or New briefing in Briefings - or start from one of the Templates.

2. 2

   Write the prompt, choose the lists for it to work from if it needs any, and save.

3. 3

   On its page, copy the set-up prompt and paste it into your assistant - in Claude, into Cowork in the desktop app, where scheduled tasks are made. It asks how often and at what time, sets up the scheduled job, notes the schedule back in Apricot, and runs it once so you can see the result.

4. 4

   When it asks, let run_briefing and deliver_briefing_result run without asking. Otherwise a scheduled run stops and waits for you to press Allow.

Just ask: "Make me a briefing that…". Your assistant writes the prompt, saves it in Apricot, and schedules it if it can - or tells you exactly what to paste. It can change, pause and delete them for you too.

If your assistant can't create scheduled jobs itself, the set-up prompt has it walk you through doing it in its app instead.

A briefing can read up to 5 Note Lists and Task Lists each time it runs - the topics to research, the companies to watch, the holdings in your portfolio, the tasks to plan, or a mix, such as a topics list and a task list. It gets the open items as they are at that moment, so updating a list updates the next run.

Forms can't be used: their responses come from people outside your lists.

Apricot can't see inside your assistant, so each briefing's page shows two things: when your assistant says it runs (it notes this when it sets up the schedule), and what its runs actually show - like "Weekdays around 07:02".

Once there's a pattern, a briefing whose next run doesn't turn up says Running late.

Pause a briefing on its page, or ask your assistant to. While it's paused, every run is turned away before anything happens - even if your assistant's schedule still fires - and it costs you nothing. Resume it whenever you like.

Each result arrives by email - a summary, the full result with any tables, and its sources - and stays in Apricot for 180 days.

Latest, under Briefings in the panel, has every briefing that's come in one place, newest first, each saying which one it's from. Filter by briefing, search the words in them, and see what's unread. Save one to keep it past 180 days, or archive it to clear it away without losing it.

Your assistant writes the results, not us, and nobody checks them. Treat the facts and links as you would anything else it writes.

Reading a briefing, choose Share for a link to that one: copy it, or on a phone send it from the share sheet. Anyone with the link can read it - no account needed - and nothing else: not your lists or your other briefings. See what they'll see opens it as they would.

Names and contact details are taken out first: yours, your People's, and everyone's on your lists become [name] and [email], and any email address or phone number goes too. A name Apricot doesn't know - someone mentioned in a task who isn't in Apricot - can't always be spotted, so look before you send.

A briefing that reads a list other people are on can't be shared by link, as it may say what they've written. To send one of those, add the person under Who gets the results.

A link lasts 7 days from when it's made, then stops working and is deleted. Stop sharing ends it sooner.

On a briefing's page, under Who gets the results, ask someone from your People to get it too. They're emailed an invitation, and nothing is sent until they say yes in Apricot. You can remove them at any time.

They get every result in full, including anything from the lists it reads - so only ask people you'd share that with.

• Free: up to 2 people on each briefing.
• Pro: up to 5 people on each briefing.
• Max: up to 15 people on each briefing.

If someone asks you to get their briefing, the invitation waits at the top of your Briefings pages - a dot on Your briefings in the panel, and an entry in your activity, say it's there. Say yes and each one comes to your inbox, and it's listed under Shared with me in Your briefings. You see its name and who it's from - never their prompt.

Stop whenever you like: Unsubscribe there, or in any of its emails.

Each run uses one briefing run, and at least two assistant calls. Both reset on the 1st. If you're out of runs, your assistant is told before it does any work. Every weekday comes to about 22 runs a month; once a week, about 4.

• Free: 30 briefings a month.
• Pro: 90 briefings a month.
• Max: 300 briefings a month.

Check the briefing's page first - the result may be there. If nothing ran, it's usually one of these:

• The scheduled task is off, or set for a different time, in your assistant.
• The Apricot connector isn't switched on for that scheduled task.
• A tool asked for approval and nobody was there. Let the two briefing tools run without asking.
• The briefing is paused, or you're out of runs or assistant calls this month.
• The email went to spam.