Blueprint v5 — April 2026

Claude as Ethan's
AI Executive Assistant

Inbox Zero every morning. Zero back-and-forth. Every email linked, every action one click away. Built on Tiago Forte's One-Touch method, powered by Claude Cowork Scheduled Tasks.

Gmail MCP Google Calendar MCP Scheduled Tasks TASKS.md
The Problem

Ethan doesn't need another app.
He needs a system that runs itself.

Ethan's inbox is a mix of franchise/City Launcher operations, compliance alerts, sales leads, and personal emails. Without a system, important things get buried. With Claude as EA, the inbox is pre-sorted, pre-drafted, and pre-linked every morning — Ethan just makes decisions.

Before

Opens Gmail → 47 unread → scrolls → forgets → reopens 3x → still 47 unread at 11pm. Mental load compounds daily.

After

Opens Claude brief → 3 P0s with drafts ready → clicks links → sends/archives → done in 17 min. Inbox hits zero by 8 AM.

How It Actually Works

Claude prepares. Ethan decides.

Claude is a prep layer, not an autopilot. It reads, categorizes, drafts, and links — but Ethan presses every button. Here's exactly what Claude can and cannot do with the Gmail MCP:

✓ CLAUDE CAN

Search inbox (search_messages)
Read full email content (read_message)
Read full threads (read_thread)
Create draft replies (create_draft)
List existing drafts (list_drafts)
Get profile info (get_profile)
Link every email by message ID

✗ CLAUDE CANNOT

Archive emails
Delete emails
Apply or remove labels
Send emails (only drafts)
Block senders
Unsubscribe from lists
Move messages between folders

The Key Insight: Links Eliminate Friction

Every email in the morning brief includes a direct Gmail link using the message ID. Ethan clicks the link → lands on the exact email → takes action (send draft, archive, label). No searching, no scrolling, no "which email was that?" The brief is a clickable action list.

Google Calendar MCP

create_event, list_events, find_meeting_times, find_my_free_time, delete_event — Claude can read today's calendar and create events from email context.

TASKS.md

Claude's built-in task manager. Replaces ClickUp for personal task tracking. Tasks follow Tiago's 7 rules. Max 3 per day.

The Foundation

Tiago Forte's One-Touch Inbox Zero

Five phases. The goal: every email gets touched exactly once. Claude handles phases 1–4 overnight. Ethan handles phase 5 in 17 minutes.

Phase 1: Purge Claude overnight

Identify obvious noise — newsletters Ethan never reads, automated receipts, marketing blasts. Claude flags them for archive with one-click links.

Phase 2: Strip Down Claude overnight

Unsubscribe candidates identified. Claude lists them with links — Ethan clicks to unsubscribe from Gmail directly.

Phase 3: Downstream Systems Claude overnight

Route emails to the right system: Calendar event? Task? Read Later? Claude pre-routes and creates drafts/events/tasks. Ethan confirms.

Phase 4: Streamline Claude overnight

Draft replies for anything that needs a response. Templates for common patterns (franchise/City Launcher inquiries, vendor follow-ups).

Phase 5: Triage Ethan — 17 min

Ethan opens the brief. Every item has a link. Click → decide → next. Six possible decisions per email (see Triage Table below).

Downstream Systems

Where Emails Go After Triage

Every email routes to one of four systems. Claude works with Ethan's existing labels — no new labels created.

SystemToolConnectorStatus
Calendar Google Calendar Google Calendar MCP Available
Tasks TASKS.md Built-in Ready
Notes / Reference Apple Notes Shortcuts bridge Workaround
Read Later "Reading" Gmail label Ethan applies manually Manual

Ethan's Existing Email Labels

Claude respects these labels — never creates, removes, or modifies them.

BUSINESS (9)
Compliance Finance Franchise Orders Sales Support Hello Gemini Notes Notes
PERSONAL (1)
Reading
System Flowchart

Email → Brief → Action

Two layers: Claude prepares overnight, Ethan executes in the morning. Every email gets a direct link.

LAYER 1 — CLAUDE (6:45 AM, automated)

1. Scan Inbox

search_messages → get all unread. Save every message ID for linking.

2. Read & Categorize

read_message each → assign triage decision (archive, reply, calendar, task, reference, read later).

3. Flag P0s

Check for deadline triggers, money signals, legal/gov, account alerts. Flag as P0 with reason.

4. Draft Replies

create_draft for emails needing response. Calendar events created via GCal MCP. Tasks added to TASKS.md.

Generates morning brief with Gmail links for every email
LAYER 2 — ETHAN (7:00 AM, 17 minutes)

1. Review P0s

Click link → review draft → hit Send. 3 min.

2. Batch Archive

Click batch link → select all → archive. 2 min.

3. Review Drafts

Click each → edit if needed → send. 8 min.

4. Confirm Calendar & Tasks

Quick scan of auto-created events and tasks. 2 min.

5. Label "Reading"

Click links → apply "Reading" label in Gmail. 2 min.

Triage Decisions

6 Decisions, Every Email

Claude pre-assigns a decision. Ethan confirms or overrides. Every row in the brief has a link.

DecisionWhat Claude DoesWhat Ethan DoesLink Type
Archive Lists email in "Archive These" with link Clicks batch link → select all → archive Batch search link
Reply Creates draft reply via create_draft Click link → review draft → hit Send Direct message link
Calendar Creates event via GCal MCP Confirms in calendar Email link + GCal link
Task Adds to TASKS.md with email link embedded Reviews top 3 tasks for the day Email link in task
Reference Extracts key info, outputs for Apple Notes Runs Shortcut to save note Email link + text
Read Later Lists in "Reading" section with link Click link → apply "Reading" label Direct message link
Visual Triage

The Decision Tree

Claude runs this logic on every email. Each question is a yes/no gate. The first "yes" wins.

Is it a P0 flag?
Deadline, money, legal, account alert, operations, VIP sender
YES
🔴 P0 — Top of brief
Draft reply + direct Gmail link
NO ↓
Does it need a reply?
Someone asked a question, requested info, or needs confirmation
YES
✉️ Reply — Draft created
create_draft + Gmail link to draft
NO ↓
Contains a date, meeting, or deadline?
Event invite, "let's meet Tuesday," renewal date, filing due
YES
📅 Calendar — Event created
GCal MCP create_event + email link
NO ↓
Requires a non-email action?
Call someone, check bank, file paperwork, order supplies, follow up
YES
✅ Task — Added to TASKS.md
Next physical action + email link
NO ↓
Worth saving as reference?
Contract, receipt, legal doc, important info to keep
YES
📝 Reference — Apple Notes
Key info extracted + email link
NO ↓
Worth reading later?
Article, report, long thread, industry news
YES
📖 Read Later — "Reading" label
Ethan applies label via Gmail link
NO
📦 Archive
Added to batch archive link

First yes wins. Claude evaluates top-to-bottom. A P0 email that also needs a reply gets flagged as P0 (with the draft still created). An email can only land in one category in the brief — no duplicates.

Proactive Flagging

P0 Keyword Detection

Claude scans every email for high-priority signals. These always appear at the top of the brief, highlighted in red.

Account Alerts

password reset, security alert, account suspended, verification required, unusual activity

Deadline Triggers

due by, expires on, deadline, final notice, last chance, renewal date, action required by

Money Signals

wire transfer, payment received, invoice overdue, refund, chargeback, past due, NSF

Legal / Government

from *.gov, subpoena, compliance notice, cease and desist, regulatory, audit, tax notice

High-Value People

investors, lawyers, franchise/City Launcher partners by name, key vendors, accountant, landlords

Operations

machine down, out of stock, delivery failed, shipment delayed, system outage, critical error

Daily Schedule

7 Scheduled Tasks

Each task runs autonomously via Claude Cowork Scheduled Tasks. Cron expressions in Ethan's local timezone.

6:45a

Morning Inbox Scan

Search all unread → read each → categorize → flag P0s → create drafts → build morning brief with Gmail links for every email.

0 45 6 * * *
7:00a

Calendar Preview

Pull today's events from GCal → append to morning brief with meeting prep notes for key meetings.

0 0 7 * * *
7:05a

Top 3 Tasks

Review TASKS.md → surface the 3 highest-priority tasks → append to brief. Follow Tiago's "go with energy" rule.

0 5 7 * * *
12:00p

Midday Inbox Sweep

Quick scan for new P0s since morning. If urgent, flag immediately. Otherwise, queue for tomorrow's brief.

0 0 12 * * *
5:00p

End-of-Day Draft Check

List any unsent drafts from the morning → remind Ethan if any P0 drafts weren't sent.

0 0 17 * * *
5:30p

Task Wrap-Up

Review TASKS.md → mark completed tasks → note anything that rolled to tomorrow. 2-minute rule check.

0 30 17 * * *
Fri 4p

Weekly Review Prep

ECNT sweep: Email (inbox zero check) → Calendar (next week preview) → Notes (orphaned items) → Tasks (overdue cleanup). Prep doc for Ethan's 30-min Friday review.

0 0 16 * * 5
The Deliverable

Morning Brief — with clickable links

This is what Ethan sees every morning at 7 AM. Every email is a clickable link to Gmail. Archive items include a batch search link to select-all-archive in one shot.

Links use format: mail.google.com/mail/u/0/#inbox/MESSAGE_ID

Claude EA — Morning Brief — Sat Apr 4, 2026
🔴 P0 — ACT NOW (2)
TSA PreCheck appeal — deadline April 7 Open in Gmail → DRAFT READY
$4,200 wire from Dallas CL — confirm in bank Open in Gmail →
✉ DRAFTS CREATED (4)
Re: Franchise/City Launcher inquiry from Miami Open draft → DRAFT READY
Re: Vendor invoice #4821 — payment terms Open draft → DRAFT READY
Re: Compliance update — Q2 filing Open draft → DRAFT READY
Re: TSA PreCheck appeal Open draft → DRAFT READY
📅 CALENDAR — Today (3 events)
10:00a Call with Austin CL candidate
1:00p Vendor demo — new machine model
4:00p Content recording block
📌 New event created from email: "Vendor demo — Tues Apr 7 @ 2pm" Source email →
📦 ARCHIVE THESE (14)
Morning Brew newsletter Open →
Shopify order #8847 confirmation Open →
LinkedIn "Your post got 1,200 views" Open →
Stripe payout notification Open →
+ 10 more (all linked individually below)
⚡ Open batch Gmail search — select all & archive in one shot
📖 ADD TO "READING" (3)
"The Future of Vending" — Forbes article forwarded Open → apply "Reading" label →
Franchise/City Launcher industry 2026 report — IFA newsletter Open → apply "Reading" label →
Thread: "How I scaled to 50 vending locations" Open → apply "Reading" label →
✅ TOP 3 TASKS TODAY
1. Send TSA PreCheck appeal letter Related email →
2. Review vendor demo specs before 1pm call Spec sheet email →
3. Confirm Dallas wire in bank app Wire notification →
🗑 UNSUBSCRIBE CANDIDATES (2)
SaaS tool you haven't used since January Open → unsubscribe →
Networking event promo — irrelevant city Open → unsubscribe →

How the Links Work

When Claude scans emails via search_messages, it receives a message ID for each result. This ID maps directly to a Gmail deep link:

https://mail.google.com/mail/u/0/#inbox/18e4f2a3b7c8d9e0

For the batch archive feature, Claude constructs a Gmail search query that matches all archive-worthy emails:

https://mail.google.com/mail/u/0/#search/from:morningbrew+OR+from:shopify+OR+from:linkedin+OR+from:stripe

Ethan clicks the batch link → Gmail shows all matching emails → select all → archive. 14 emails archived in 2 clicks.

Ethan's Morning

The 17-Minute Inbox Zero Workflow

No searching. No scrolling. Every action is a click from the brief.

0–3m

P0 Triage

Open brief → see 2 P0s → click link → review Claude's draft → hit Send or take action. Biggest fires handled first.

3–5m

Batch Archive

Click the batch search link → Gmail shows 14 emails → Ctrl+A → Archive. Done in 2 clicks. No one-by-one hunting.

5–13m

Review & Send Drafts

4 drafts ready → click each link → skim Claude's draft → edit if needed → Send. ~2 min per draft.

13–15m

Calendar & Tasks

Glance at today's 3 events. Confirm auto-created event is correct. Review top 3 tasks from TASKS.md.

15–17m

Read Later & Wrap

Click 3 "Reading" links → apply label in Gmail. Check unsubscribe candidates. Inbox zero achieved.

Weekly System

Tiago's Weekly Review — ECNT

"Every Commitment Needs Tracking." Four sweeps in 30 minutes every Friday. Claude preps the review doc at 4 PM; Ethan reviews at 4:30.

E — Email

Is inbox at zero? Any drafts unsent? Any threads older than 48 hours that need follow-up?

C — Calendar

Review past week (any missed follow-ups?). Preview next week. Any prep needed for key meetings?

N — Notes

Any orphaned notes without a next action? Reference material that should become a task? Apple Notes cleanup.

T — Tasks

TASKS.md audit. Overdue items? Tasks that need to be broken down? Anything to delegate or delete? Reset for next week.

Task Philosophy

Tiago's 7 Rules for Tasks

These rules are programmed into Claude's task creation logic. Every task in TASKS.md follows them.

1
Write it down immediately. — If Claude identifies a task in an email, it goes into TASKS.md instantly. Never relies on memory.
2
2-minute rule. — If it takes less than 2 minutes, do it now. Claude flags these in the brief: "Quick — just reply yes."
3
Next physical action. — Not "handle vendor issue" but "Call Mike at VendMax re: broken unit #7 — (555) 123-4567."
4
Include all info + links. — Every task has the Gmail link, phone numbers, amounts, deadlines — everything needed to act without looking anything up.
5
No "read" or "watch" or "listen" tasks. — Those go to "Reading" label or Apple Notes. Tasks are for actions only.
6
Max 3 tasks per day. — Claude surfaces the top 3 in the morning brief. Everything else stays in the backlog.
7
Go with energy. — Don't force a rigid order. The top 3 are suggestions — Ethan picks based on how he feels that morning.
Implementation

5-Day Setup Guide

From zero to fully operational AI EA in 5 days. Each day has a clear deliverable.

1

Day 1 — Connect the Pipes

Connect Gmail MCP and Google Calendar MCP in Claude Cowork settings. Verify access by running a test search and listing today's events. Initialize TASKS.md with section headers. Test Apple Notes Shortcut bridge.

Deliverable: All connectors verified
2

Day 2 — Build the Morning Scan Task

Create the main scheduled task: inbox scan + categorize + draft + brief generation. Include P0 keyword list. Set cron to 6:45 AM local. Test with yesterday's emails. Verify Gmail links work.

Deliverable: Morning brief generated with working links
3

Day 3 — Add Calendar + Task Integration

Create calendar preview task (7:00 AM). Create task surfacing task (7:05 AM). Wire calendar event creation into the morning scan — if email contains a meeting/deadline, auto-create GCal event.

Deliverable: Full morning brief with calendar + tasks
4

Day 4 — Add Midday + EOD Tasks

Create midday P0 sweep (12:00 PM). Create end-of-day draft check (5:00 PM). Create task wrap-up (5:30 PM). Test the full daily cycle end-to-end.

Deliverable: Full 7-task daily schedule running
5

Day 5 — Weekly Review + Refinement

Create Friday weekly review prep task (4:00 PM). Fine-tune P0 keywords based on Day 2–4 results. Adjust archive thresholds. Document any patterns for future optimization. Go live.

Deliverable: System fully operational

Built for Ethan Kohan by Trisha — Powered by Claude Cowork

Blueprint v5 — April 2026 — Every email linked, every action one click away.