How to use Armbrain's cross-client tools for meeting tracking, daily summaries, weekly reviews, and follow-up management.
The Daily Rhythm
Armbrain is designed around the natural rhythm of a fractional CMO's day:
- Start of day -- Cross-client summary to see what needs attention
- Before each meeting -- Meeting prep for the specific client
- After each meeting -- Log the meeting, capture notes, ingest transcript
- End of week -- Weekly summary across all clients
Cross-Client Summary
"Give me a summary across all my clients"Returns an at-a-glance dashboard for every active client:
- Open commitments -- action items still pending
- Recent memories -- new knowledge captured in the last 48 hours
- Today's meetings -- scheduled meetings with follow-up status
- Last activity -- when each client was last touched
Clients are sorted by urgency: those with the most open commitments and recent activity appear first.
You can adjust the lookback window:
"Show me client activity from the last 24 hours"Meeting Logging
After a meeting, log it:
"Log my 2pm meeting with Acme -- we discussed the Q3 budget"This creates a record in the meeting log with:
- Title and time
- Associated client mind (if matched)
- Match confidence (
confident,ambiguous, ornone) - Attendees (optional)
Calendar event dedup: If you provide a calendar_event_id, the same meeting won't be logged twice. It upserts on conflict.
Follow-Up Tracking
After sending a follow-up email:
"Mark the Acme weekly sync follow-up as sent"This updates the meeting log entry. The cross-client summary and weekly review track which meetings still need follow-ups.
Meeting Context
For a deeper look at a specific meeting:
"Show me the context for the Acme weekly sync"Returns:
- Recent memories created around the meeting time
- The most recent saved brief for the client
- The meeting log entry with attendee and follow-up status
Weekly Summary
"Give me my weekly summary"A comprehensive rollup across all clients for the work week (Monday through Friday):
| Per Client | What's Shown |
|---|---|
| Meetings held | Count of logged meetings |
| Follow-ups sent | How many post-meeting emails went out |
| Follow-ups pending | Meetings still awaiting follow-up |
| Memories by type | Breakdown of new knowledge (decisions, facts, etc.) |
| Open commitments | Outstanding action items |
The date range defaults to the current Mon-Fri work week. On weekends, it shows the week that just ended.
"Show me last week's summary"Saving Outputs to Disk
Any generated output (brief, report, content, etc.) can be saved to the client's local folder:
"Save that weekly summary as a report"Armbrain writes it into the matching subfolder of the client's local folder:
| Output | Folder |
|---|---|
| Brief | Armbrain/Briefs/ |
| Content | Armbrain/Content/ |
| Meeting notes | Armbrain/Meetings/ |
| Report | Armbrain/Reports/ |
| Strategy | Armbrain/Strategy/ |
| Handoff | Armbrain/Handoff/ |
Files are named with the date: 2026-03-20-report.md.
Your Daily Rhythm
| Time of Day | What to say |
|---|---|
| Morning | "What's going on across all my clients?" to see the day's landscape |
| Before a call | "Prep my meeting with Acme" (see Meeting Prep guide) |
| After a call | Paste the transcript and capture quick notes |
| After sending a follow-up | "Mark the follow-up as sent" |
| Friday afternoon | "How did this week go?" for the week-in-review |
Key Details
- Cross-client views don't need a client selected. They work across every client you own or have access to.
- Logging a meeting is separate from capturing it. Noting that a meeting happened is one thing; pasting its transcript is what turns it into searchable memories.
- Archived clients are excluded. Cross-client summaries and weekly reviews only include active clients.
- Date handling: Weekly summaries default to Mon-Fri. On weekends, they automatically look back to the completed week.