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 a 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 summary across all clients for 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 |
Dates default to Mon-Fri. On weekends, it shows the prior week.
"Show me last week's summary"Saving Outputs to Disk
Save any output (brief, report, content) 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 a meeting is one step. Pasting its transcript makes it searchable.
- Archived clients are excluded. Summaries and weekly reviews only include active clients.
- Date handling: Weekly summaries default to Mon-Fri. On weekends, they show the completed week.