Demo: Morning Briefing

What you'll see

Every morning at your configured time, AI Partner:

1. Checks the time window (only fires during active hours you've defined)
2. Reads your HEARTBEAT.md standing tasks
3. Executes each task (market check, news scan, goal review)
4. Compiles results into a structured briefing
5. Sends it to your Telegram (or Discord/Slack)

No prompt from you. No conversation to start. It just runs.

---

Prerequisites

• AI Partner running (Docker or native)
• Telegram (or Discord/Slack) configured in Settings → Messaging
• HEARTBEAT.md configured with standing tasks
• SOUL.md with your active hours / quiet hours set

---

Setup

Step 1: Configure HEARTBEAT.md

Go to Settings → Workspace → HEARTBEAT.md and edit:

## Standing Tasks

### Morning Briefing
- Time: every weekday at 7:00 AM
- Tasks:
  1. Summarize the top 5 technology and startup news stories from the last 24 hours
  2. Check stock prices for: NIFTY 50, RELIANCE.NS, INFY.NS, TCS.NS
  3. Review any new emails that arrived overnight and flag urgent ones
  4. Check if any of my active goals have upcoming deadlines this week

### Market Watch
- Time: weekdays at 9:15 AM (NSE market open) and 3:30 PM (NSE market close)
- Tasks:
  1. Get NIFTY 50 opening/closing value and day's change
  2. Check my watchlist: RELIANCE.NS, HDFC.NS, INFY.NS
  3. Report any >2% movers in top 50 by market cap

### Weekly Summary
- Time: every Friday at 5:00 PM
- Tasks:
  1. Summarize all meetings from this week (transcripts in workspace/meetings/)
  2. List action items from this week's meetings and their status
  3. Assess progress on my active goals vs. success criteria
  4. Identify top 3 priorities for next week

Step 2: Set active hours in SOUL.md

## Behavior Rules

active_hours: 6:00 AM - 10:00 PM IST
quiet_hours:
  - 10:00 PM - 6:00 AM (no proactive tasks)
  - Saturday (reduced — urgent only)
  - Sunday (off)

heartbeat_interval: 30m   # check every 30 minutes during active hours
cooldown: 25m             # minimum gap between proactive actions

Step 3: Connect a delivery channel

Go to Settings → Messaging and configure at least one channel:

• Telegram — best for approvals (inline buttons) and file delivery
• Discord — good for team briefings
• Slack — good for work context

---

What the briefing looks like

At 7:00 AM on a weekday, your Telegram receives:

🌅 Morning Briefing — Wednesday, May 13, 2026

📰 Top Tech & Startup News
━━━━━━━━━━━━━━━━━━━━━━━━━━
1. OpenAI announces GPT-5 with real-time web access built in
   → Significant competitive move; may affect AI assistant market positioning
   Source: TechCrunch | 11:30 PM yesterday

2. Sequoia India closes $2.5B fund, largest ever
   → Increased activity expected in fintech and health
   Source: Economic Times | 09:15 PM yesterday

3. Zomato Q4 results beat estimates — stock up 6% pre-market
   Source: Moneycontrol | 07:30 PM yesterday

4. Anthropic raises Series E at $61B valuation
   Source: Bloomberg | 08:00 PM yesterday

5. Apple Intelligence expands to 40 more countries
   Source: The Verge | 10:45 PM yesterday

📈 Market Snapshot (as of 06:58 AM)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
NIFTY 50:   22,845  (+0.4% prev close)
SENSEX:     75,320  (+0.3% prev close)
RELIANCE:   ₹2,847  (+0.8%)
INFY:       ₹1,634  (-0.2%)
TCS:        ₹3,921  (+0.5%)

📧 Overnight Emails (3 unread)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
• ⚠️ URGENT: sarah@acme.com — "Q2 delivery concern — need to talk today"
• ℹ️  newsletter@techcrunch.com — Morning Brief
• ✅ mike@vendor.com — "Proposal sent, please review"
  [Reply to Sarah] [View all]

🎯 Goal Check
━━━━━━━━━━━━━
Close Series A: 🟡 In progress — Sequoia call scheduled May 15
Launch v2.0:    🟢 On track — Phase 2 at 85%, deadline May 20

Good morning. You have 4 meetings today starting at 9 AM.
The Sequoia call is your most critical interaction this week.

---

Triggering it manually

Don't want to wait until morning? Trigger a heartbeat tick manually:

Run my morning briefing now.

Or from the Proactive Intelligence panel → click Run Now.

---

Customizing the briefing

The briefing content is entirely driven by your HEARTBEAT.md. Some examples:

Competitive monitoring

### Competitor Watch
- Time: every weekday at 8:00 AM
- Tasks:
  1. Search for news about: Salesforce, HubSpot, Pipedrive in the last 24h
  2. Check their Twitter/X accounts for product announcements
  3. Check G2 for new reviews of their products posted yesterday

Portfolio tracking

### Portfolio Monitor
- Time: weekdays at 9:30 AM
- Tasks:
  1. Get current prices for: AAPL, MSFT, GOOGL, NVDA, TSLA
  2. Flag any position with >3% intraday move
  3. Check for earnings announcements this week for portfolio holdings
  4. Summarize analyst rating changes in last 48h

Team pulse

### Team Pulse
- Time: every Monday at 8:00 AM
- Tasks:
  1. Summarize all Slack messages from #engineering and #product from last week
  2. Identify any blockers or risks mentioned
  3. List any decisions made without me that I should know about

(Requires Slack user OAuth configured)

Research digest

### Research Digest
- Time: every Tuesday and Thursday at 7:00 AM
- Tasks:
  1. Search arXiv for new papers on: "large language models", "agentic AI" from last 7 days
  2. Summarize the 3 most relevant papers (title, key contribution, relevance to our work)
  3. Check for new preprints from key authors: Andrej Karpathy, Yann LeCun, Ilya Sutskever

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How the heartbeat decides what to do

The heartbeat doesn't just run a fixed script. It uses the ProactiveAgenda to make a judgment call:

cron tick fires
    ↓
HeartbeatService: Is this within active hours? → yes
HeartbeatService: Did we act within the last 25 minutes? → no
    ↓
ProactiveAgenda.evaluate():
    1. Read HEARTBEAT.md standing tasks → any due now?
    2. Read memory interests → any ongoing goal nearing deadline?
    3. LLM judgment: "Is there ONE genuinely useful action right now?"
    ↓
If yes: execute → the goal engine runs the action
If no: skip this tick, try again in 30 minutes

The 25-minute cooldown prevents spam — even if 10 things are due, it picks the most important one and waits before acting again.