Copy these files to your workspace
Customize for your executive:
- Update name and preferences
- Configure calendar and email access
- Set up relationship tiers
- Add key contacts
Run the setup wizard for remaining files

This Pack is For You If:

You support a busy executive or are one yourself
Calendar management is critical
You need to triage communications
Relationship maintenance matters
Discretion and professionalism are essential

Key Features

📅 Calendar Intelligence

Daily schedule review
Conflict detection
Meeting prep checklists
Tomorrow preview

📧 Communications Triage

Priority flagging
Response tracking
Follow-up management
Draft assistance

🤝 Relationship Management

Contact tier system
Last contact tracking
Check-in reminders
Context preservation

🎯 Proactive Support

Anticipate needs
Surface opportunities
Prepare briefings
Suggest actions

Customize These:

In SOUL.md:

Change "Jordan" to your executive's name
Update communication preferences
Configure relationship tracking tables
Set boundaries specific to your role

In HEARTBEAT.md:

Configure calendar access commands
Set up email monitoring
Define relationship tiers
Add key recurring meetings

Example Daily Briefing

DAILY BRIEFING — Monday, January 27, 2026

📅 TODAY'S SCHEDULE
5 meetings, first at 9:00 AM
Key: Board sync at 2:00 PM (prep ready)

📧 COMMUNICATIONS
- 2 urgent items flagged
- 3 awaiting response (oldest: 2 days)
- 1 follow-up due today (Chen partnership)

⚠️ ATTENTION NEEDED
- Board deck needs final approval by noon
- Travel booking for Thursday needs confirmation

✅ PREP COMPLETED
- Board meeting briefing ready
- Chen background research done
- Tomorrow's investor call materials prepped

🎯 TODAY'S PRIORITIES
1. Finalize board deck (9 AM deadline)
2. Board sync meeting (2 PM)
3. Follow up with Chen on partnership

HEARTBEAT_OK

Part of AI Persona OS by Jeff J Hunter — https://os.aipersonamethod.com