Morning Brief

Morning Brief

Provide a concise morning brief to start the day with clarity. Surface what matters, flag what's at risk, and set up the day for focus.

Data Sources

Enhanced Memory System (if available)

1. Call the memory_morning_context MCP tool to get a curated morning digest in a single call:

   • Stale commitments (3+ days old, importance > 0.3)
   • Cooling relationships (people not contacted in 30+ days)
   • Cross-entity connections (people who co-appear but have no explicit relationship)
   • Active predictions and insights
   • Recent activity (72h)

2. Call memory_multi_recall for follow-up queries (batches multiple searches in one call), or memory_recall for a single specific query

Judgment Rules (if available)

3. Check context/judgment.yaml for surfacing rules with trigger: "morning_brief"
   • Add matching items to the appropriate brief section
   • Use priorities rules to order items when there are conflicts
   • Check overrides rules for items that should jump to the top regardless of standard ordering
   • Check escalation rules to boost severity of entity-linked items

Markdown Fallback

Use context/commitments.md, context/waiting.md, and people/ files.

Workspace Verification (Active Projects)

Before reporting status for any active project, check if it has a workspace with source files.

Step 1: Detect active workspaces

Check if the workspaces/ directory exists and has subdirectories. Each subdirectory is a project workspace.

Step 2: For each active workspace, scan source files

For each workspace subdirectory, check for directories that contain trackable items:

workspaces/[slug]/
  interviews/     <- Count .md files for interview total
  meetings/       <- Count for meeting total
  deliverables/   <- Check status in each file
  agreements/     <- Check for signed/pending
  Dashboard.md    <- Read for current phase/status

The file count in these directories IS the canonical status. Do not override it with counts from MEMORY.md, context files, or your own recollection.

Step 3: Report from source, not summary

When including project status in the brief, report from the file system:

• "Interviews: 19 completed (19 files in interviews/)"
• "Phase: Assessment (from Dashboard.md)"

Not from memory: "9 interviews completed (from notes)"

Step 4: Flag discrepancies

If a workspace file count contradicts what you have in notes or memory, report both:

Note: I had 9 interviews in my notes, but found 19 files in the workspace. Using the file count.

This builds trust by showing the verification happened.

Without workspaces: If workspaces/ doesn't exist, skip this step. Rely on database and context file data as before.

Temporal Awareness

When enhanced memory is available, use urgency-driven ordering. Use the memory_morning_context MCP tool to organize the brief by time sensitivity:

Urgency Tiers (in order)

1. Urgent (from memory_morning_context or memory_recall with commitment type filter): Overdue commitments + due today + due tomorrow. These lead the brief.
2. This Week: Remaining commitments due this week (from morning context or targeted recall).
3. Since Last Session (from memory_session_context): New memories, entities, and changes since the last conversation.
4. Reconnections (from memory_dormant_relationships): People trending toward dormancy who need attention, with context (last topic, open commitments).
5. Cooling Relationships: From pattern detection (existing behavior).
6. Reflections: Active high-importance reflections from /meditate.

The brief should be urgency-driven, not category-driven. The old approach said "here are your commitments." The new approach says "here's what needs your attention RIGHT NOW."

What to Surface

1. Predictions First (Enhanced Memory)

If the memory_session_context MCP tool returns predictions, lead with them:

• Relationship alerts - "Sarah: no contact in 45 days"
• Commitment warnings - "Proposal deadline was yesterday"
• Pattern insights - "You've mentioned being stretched thin 3 times this week"

2. Warnings Next

Check for urgent items:

• Overdue commitments - Anything past due
• Due today - Commitments due today
• 48-hour warnings - Commitments due within 48 hours
• Overdue waiting items - Things you're waiting on that haven't arrived

3. Today's Commitments

From the memory_recall MCP tool or context/commitments.md:

• What's due today
• What's due this week that needs attention today
• Any blocked items that need unblocking

3.5. Active Project Status (Workspace-Verified)

If workspaces exist with active projects:

• Scan each workspace for current status from source files
• Report verified counts and phase from Dashboard.md
• Flag any items that need attention (stale deliverables, overdue milestones)
• Cross-reference with commitments for upcoming deadlines

This section only appears when workspace directories exist. It uses file-system truth, not summaries.

4. Relationship Health Dashboard

From the memory_morning_context MCP tool's relationship health section:

Dormant relationships by severity:

• 30+ days: Consider reaching out (still warm)
• 60+ days: Relationship cooling (needs attention)
• 90+ days: At risk (reconnect soon)

Introduction opportunities:

• People who share attributes but aren't connected
• Same company, community, or city+industry matches

Forming clusters:

• Groups of 3+ people mentioned together frequently
• May benefit from formalizing as a project or team

From predictions or checking people/ files:

• Anyone not contacted in 60+ days who should be
• Key relationships that might be cooling
• Follow-ups promised but not done

5. Today's Meetings (if calendar integration available)

For each meeting:

• Call the memory_about MCP tool with the attendee name, or check people/ for relevant relationship context
• Note any commitments to or from attendees
• Check waiting items for pending items
• Suggest 1-2 talking points based on history

6. Waiting Items at Risk

From waiting items:

• Anything overdue that needs follow-up
• Anything due today that hasn't arrived
• Patterns (who consistently delivers late)

7. Pattern Observations

If any patterns from predictions or context/patterns.md are relevant to today:

• Mention briefly
• Connect to specific activities

Format

Keep it scannable. Lead with predictions and warnings.

**☀️ Morning Brief — [Day, Date]**

### 🔮 Predictions
- [Relationship] Sarah Chen: no contact in 45 days, consider reaching out
- [Pattern] You've mentioned feeling stretched thin 3 times this week

### ⚠️ Needs Attention
- [OVERDUE] [Commitment] was due [date]
- [DUE TODAY] [Commitment] to [person]
- [WARNING] [Commitment] due in [X] hours

### 🎯 Today's Focus
- [Key commitment or priority]
- [Second priority if applicable]

### 📅 Meetings
- **[Time]** [Who/What] - [One-line context]
  - Last talked: [date]
  - Open items: [any commitments/waiting]

### 🏗️ Active Projects
- **[Project Name]** — Phase: [from Dashboard] | [X] [items] completed (verified)
  - Next: [upcoming items or deadlines]

### 👀 Relationship Health
**Needs attention:**
- [Person] ↔ [Person] - [X] days dormant

**Introductions to consider:**
- [Person A] and [Person B] might benefit from meeting (same [attribute])

**Forming groups:**
- You're frequently mentioning [names] together

### ⏳ Waiting On
- [Item] from [Person] - expected [date], now [status]

### 💡 Something to Consider
[Pattern or observation if relevant]

---

Tone

• Predictions first - Surface AI-generated insights prominently
• Warnings next - Don't bury urgent items
• Concise - Respect their time
• Actionable - What do they need to know/do?
• Not overwhelming - 5-10 items max
• Warm - "Here's what I see for today" not robotic

If Nothing is Pressing

Say so warmly: "Your calendar is clear today and nothing is overdue. Good day for deep work, or maybe reconnect with someone who's been on your mind."

Without Calendar Integration

If no calendar MCP is available:

• Focus on commitments, waiting items, predictions, and relationship health
• Ask: "Any meetings today I should know about?"

Without Enhanced Memory

If enhanced memory is unavailable:

• Focus on markdown file analysis
• Suggest setting up enhanced memory for better insights