Build a system where new data from meetings or intel is automatically appended to existing project or person-specific files. This creates "living files" that compound in value, giving the AI richer, ever-improving context over time, unlike stateless chatbots.

Elevate your AI's interpersonal context with an automated workflow. Connect a meeting transcriber to your AI's 'operating system.' A skill can then parse transcripts, extract key points mentioned by colleagues, and automatically update their individual profiles in your '/people' folder for future reference.

Power users are building personal AI assistants not just by feeding data, but by creating curated context layers. This involves exporting all digital communications (email, Slack), then using LLMs to create tiered summaries (e.g., monthly chief-of-staff briefs) to give agents deep, usable context.

CEO Brad Jacobs uses AI to automatically take notes and generate summaries from important meetings across his company. This technology provides him with near-instantaneous, unfiltered insights into operations and challenges that previously would have taken months to surface through the corporate hierarchy.

An Executive Assistant at Zapier built an AI agent that automates her weekly meeting prep. The agent researches external attendees, checks the CRM and internal comms for context, and delivers a digest and tasks. This saves hours of manual work and ensures thorough preparation.

Most users re-explain their role and situation in every new AI conversation. A more advanced approach is to build a dedicated professional context document and a system for capturing prompts and notes. This turns AI from a stateless tool into a stateful partner that understands your specific needs.

An executive created a custom AI agent to handle repetitive tasks like meeting prep, calendar triage, and email. This "chief of staff" provides analysis, suggests delegations, and even offers blunt feedback, demonstrating how AI can be personalized to augment executive functions.

Tools like Granola.ai offer a key advantage by recording locally without joining calls. This privacy, combined with the ability to search across all meeting transcripts for specific topics, turns meeting notes into a queryable knowledge base for the user, rather than just a simple record.

Use the system to log details about people you meet at events—what you discussed, their interests, and other personal details. Before a future encounter, you can ask the AI to summarize your previous interactions, helping you recall key information and build stronger professional relationships.