Bris guidesUnderstand context, sources, actions and review so your assistant can help with real work.Personal memoryWhat personal AI memory should do for youMemory and chat history serve different purposesA checklist for correcting AI memoryWhat should stay out of a personal memory noteHow to evaluate an assistant's memory fairlyEmail and follow-upsUnderstand email assistant permissions before connectingWhat a trustworthy inbox brief includesReview an AI email draft before it becomes a commitmentChoose the right account for connected email workEmail alerts and reminders answer different needsCalendars and local timeLocal time is part of the instructionChecking a calendar is different from changing itWhat to check in a reminder confirmationMake recurring reminders useful rather than noisyCoordinate time without exposing a private calendarBrowsing and researchChoose sources that answer the actual questionA research brief template for a personal agentRecognize unsupported claims in a research answerCompare options on equivalent conditionsUnderstand the limits of public-web researchDocuments and presentationsMake source references part of document workRead a long document with a focused questionReview the evidence and layout of a presentationKeep document versions clear in an AI workflowUse synthetic examples for public AI demonstrationsAnalysis and spreadsheetsWhat to check before trusting an AI analysisPrepare spreadsheet inputs before analysisA scenario is not a forecastDefine a metric before comparing itWhat belongs in a reviewable analyst deliverableLonger tasks and proactivityDefine a long task so it can finishMake proactive assistance useful without creating noiseA requested watch is not unlimited continuous monitoringDistinguish task progress from a completed resultHand off a task without sharing unnecessary contextBooking support and everyday tasksBooking research, reservations and payments are different stepsQueue, waitlist and availability checks are different servicesA travel research checklist before you book
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