Daily plan in Slack from Coda tasks and Google Calendar
Every weekday at 8am, get a Slack DM that fuses your Coda task tracker with today's calendar into a prioritized morning briefing.
Every weekday at 8am in my local time zone, build me a personalized daily plan that fuses my Coda task tracker with my Google Calendar and deliver it as a Slack direct message to myself.
Run this as an agent on a cron trigger (Mon-Fri at 8:00am). On each run the agent should:
1) Use Coda's List Table Rows to read my project/task table. Filter to rows where the assignee column matches me and the due date is on or before today (so I get both overdue and due-today). Ask me up front for the Coda doc ID, the table ID or name, the name of the assignee column, my identifier in that column (name, email, or person ref), and the name of the due date column. Use those values for the filter.
2) Use Google Calendar's List Events on the primary calendar for today's date range in my local time zone, with singleEvents=true and orderBy=startTime, so recurring meetings expand correctly. Skip declined events and all-day birthday/holiday entries.
3) Reason over the combined picture and produce a short briefing with these sections:
- Overdue: tasks whose due date is before today, with a one-line note on what to reshuffle.
- Due today: tasks whose due date is today.
- Today's meetings: each event with start time, title, and attendees. If a meeting plausibly ties to a task (matching company, project, person, or keyword in title/description), call out the linkage explicitly. Example: "Your 2pm with Acme covers the migration spec, which is overdue."
- Suggested order of operations: a numbered list for how to spend the morning given the meetings on the calendar and the overdue/due-today tasks. Prioritize unblocking anything that feeds a meeting today.
4) Deliver the briefing via Slack. First call Open a Conversation with my own Slack user ID to get a DM channel ID, then Send a Message to that channel with the briefing formatted in Slack mrkdwn (use *bold* for section headers, bullets for items, and short lines). Keep the whole message under ~30 lines.
The value over a raw list is the prioritization and the linkage between calendar context and task backlog, so the agent should reason and write, not just dump data. If no tasks are overdue or due today, still send a short message summarizing the calendar and a one-line suggestion for the morning.
Integrations to use: coda (List Table Rows), google-calendar (List Events), slack (Open a Conversation, Send a Message).
Additional information
What does this prompt do?
- Pulls your open and overdue tasks from your Coda project tracker each weekday morning.
- Pulls today's events from your primary Google Calendar.
- Reasons over both lists to call out overdue work, what is due today, and which meetings tie to which tasks.
- Sends the briefing as a Slack DM to yourself with a suggested order of operations for the morning.
What do I need to use this?
- A Coda account with a task or project tracker that has an assignee and due date column
- A Google Calendar account
- A Slack workspace where you can receive direct messages from yourself
How can I customize it?
- Change the time, time zone, or days it runs (default is weekdays at 8am).
- Point it at a different Coda doc, table, or filter (for example, only show tasks tagged P0 and P1).
- Send the briefing to a different Slack channel or to a teammate instead of your own DM.
Frequently asked questions
What does the briefing actually look like?
Can I run it on a different schedule?
Does my Coda task table need a specific shape?
Will it send the message as me or as a bot?
What if a meeting and a task obviously go together?
Related templates
Start every morning with a plan, not a panic.
Connect Coda, Google Calendar, and Slack once, and Geni delivers a personalized briefing to your DM every weekday at 8am.