Automated To-Do Kanban

Managing scattered tasks and commitments across multiple platforms (Google Calendar, Slack, Granola) creates cognitive overhead and makes it difficult to maintain a unified view of priorities and ongoing work. The workflow captures asks that have been actively put to you, things you've committed to do, and content from nominated Slack channels or documents, then populates them as tasks in a unified Kanban board that can be sorted by priority (today, this week, future projects, etc.).

Set up a recurring task in Claude Cowork that runs automatically at 8:15 a.m. each morning. The task scrapes all information since the last run, including: Granola recordings of recent meetings (to capture verbal commitments), all Slack messages (with special attention to nominated channels even if you weren't directly mentioned), tagged items in Google Docs, and upcoming calendar events (with intelligent filtering — external meetings always generate tasks; internal meetings only for certain people or topics). Claude dynamically updates the Kanban HTML file in your downloads folder. Each morning, refresh the tab to load the updated board, and use a daily calendar block to review and sort new tasks. Customize the Kanban's presentation to be light and engaging.

Tasks and commitments are automatically collected from multiple platforms (Google Calendar, Slack, Granola) and served in a single unified Kanban board, eliminating manual reviews across disparate tools. Each morning, review and sort all priorities in one place, functioning as a command center for managing high-context-switch work. Saves 3–5 hours per week previously spent searching for asks across Slack and documents, while ensuring nothing falls through the cracks and enabling faster handoffs when work doesn't fit the current week.

Getting the recurring Claude Cowork task to run reliably required several rounds of configuration, particularly around setting appropriate permission levels for tool usage and ensuring proper automation setup. Start by testing permissions thoroughly before finalizing the schedule.

Workflow is limited by available Claude Cowork connectors. Currently captures from Google Calendar, Slack, Granola, and Google Docs, but would benefit from integration with Salesforce and Gong once those connectors become available.