This is the setup from the video. One page that shows your whole day: what is on, what needs an answer, and what is still open. It is rebuilt fresh every morning from your email, your calendar, and your to dos, so nothing gets missed.
What you need
- A Claude account. Claude is an AI assistant that does real work for you, and it can connect to your other apps.
- Gmail for your email.
- Google Calendar for your day.
- A free Notion account. Notion holds your to dos, your projects, and your notes in one place the AI can read and update.
If you have not connected these yet, start with the Connect Your AI sheet. It walks you through connecting all three and giving the AI its first job. Then come back here.
Step 1: Pick your sources, all of them
The board reads three sources:
Your email. Only the messages that need an answer from you. Not the whole inbox.
Your calendar. Every calendar you actually live by. If your family shares one, that one counts too.
Your to dos. Your open tasks and projects, from the Notion page you set up in the Connect sheet.
All three, every time. This part matters more than any other: miss one source and the board leaves something out, and a board that leaves things out gets ignored inside a week. Complete is why it is trusted. Trusted is why it gets used.
Step 2: Give it the board instruction, word for word
Open a chat in Claude and paste this in, exactly like this:
“Every morning, build my board for today. Read my calendar for today and the next seven days. Read my email and list only the messages that need an answer from me. Read my to dos and my projects and list what is open and what is due soon. Put it all on one page, in this order: today first, then what needs my attention, then what is coming up this week. If one of the sources is missing or you cannot read it, say so on the board. Never leave a source out quietly.”
Read the first board it builds and correct anything it got wrong, out loud, in the chat. It will adjust. Run it each morning, or ask for the board whenever you need it.
Step 3: Put the board where you will see it
A board only works if nobody has to go looking for it.
- Save the board page address and put it on the home screen of your phone, like an app.
- If your family uses it too, put it on their phones the same way.
- One address, one page, one place everybody checks. No app to open, no calendar to dig through.
That is the whole trick the video showed: the board comes to you. You do not go to it.
Step 4: Teach it your house rules
Your board follows your rules. Tell it the ones that matter in your house, in plain words, and have it write them into the instruction so they hold every day. Ours are:
- Real plans only. Ideas and maybes stay off the board until they are decided.
- Once something is decided, it stays decided. The board does not bring it back up.
- If the board is ever wrong, I never fix the board. I fix the instruction, once, and every morning after that is right.
Want help setting yours up?
I walk people through this setup free every week, live, on Thursdays at 10 AM. Bring your accounts and we will build your board together. Signup is in my bio.