# Prepare a Monday executive briefing from scattered work

> Collect the latest decisions, risks, deadlines, and unanswered questions into one concise weekly briefing.

- Companion: Chief of Staff
- Category: Work & operations
- Expected outcome: One source-linked briefing with priorities, blockers, owners, and decisions needed.
- Setup time: 20–35 minutes
- Cadence: Every Monday morning
- Execution modes: Taskilo Cloud, Self-hosted — coming soon
- Last reviewed: 2026-10-20
- Canonical: https://taskilo.ai/use-cases/monday-executive-briefing/

## What you need

- Slack
- Notion
- Calendar
- Google Drive

## Permissions

- Read approved channels and documents
- Read calendar events
- Draft a briefing document

## Safety boundary

The companion summarizes approved sources and labels assumptions instead of inventing missing status.

## Setup

1. **Select sources.** Choose the channels, folders, calendars, and documents that represent current work.
2. **Set the format.** Define the sections, length, timezone, and audience for the briefing.
3. **Check one draft.** Confirm that names, dates, risks, and source links are reliable.
4. **Add the routine.** Schedule preparation before the weekly leadership meeting.

## Starter instruction

Every Monday, prepare a one-page briefing from the approved project channels, meeting notes, calendar, and operating documents. Include completed work, this week's priorities, blockers, deadlines, owners, and decisions I need to make. Link every material claim to its source and label missing information.

## Start with Taskilo

[Download Taskilo](https://taskilo.ai/download/?source=use-case&playbook=monday-executive-briefing) and configure this playbook with the permissions and approval boundary above.