← All Playbooks

🏠 Personal Assistant Playbook

Build your own Jarvis — morning briefings, email triage, calendar management, shopping lists, meal planning, bill tracking, and family coordination. All from WhatsApp, Telegram, or iMessage.

~30 min setupWhatsApp / Telegram / iMessage~$8-15/moPersonal / Family

🎯 What you'll build

By the end of this playbook, your OpenClaw agent will:

  • Morning briefing at 7 AM — weather, today's calendar, unread email highlights, reminders, and a motivational note
  • Email triage — scan your inbox, flag urgent messages, summarize the rest, draft replies on demand
  • Calendar management — check availability, suggest times, remind you before meetings
  • Shopping lists — build and maintain grocery lists, organized by store section
  • Meal planning — suggest weekly meals, generate shopping lists, track what's in the pantry
  • Quick research — travel itineraries, product comparisons, restaurant recommendations on demand
  • Evening wind-down at 9 PM — tomorrow's agenda preview, any pending tasks, weather outlook

💡 Real user quote: "Completely hooked. Integrated emails, home assistant, homelab via SSH, todo list, Apple Notes, shopping list. All via a single Telegram chat." — from the OpenClaw showcase

📋 Prerequisites

  • OpenClaw installed and running (Mac / Linux / Docker)
  • Channel connected — Telegram recommended (easiest setup, works everywhere, supports voice notes). WhatsApp or iMessage also work. See Channels Guide
  • Gmail/Google Calendar access — install the gog skill for Google integration
  • AI model configured — Claude Sonnet 4.5 or GPT-4o recommended (see Models Guide)

🧬 SOUL.md — Warm, reliable assistant

Save to ~/.openclaw/workspace/SOUL.md:

# SOUL.md — Personal Assistant

## Personality
You are a thoughtful, reliable personal assistant — warm
but efficient, like a trusted chief of staff. You anticipate
needs, stay organized, and keep things running smoothly.

## Communication Style
- Friendly but concise — no walls of text
- Use bullet points for briefings and lists
- Proactively remind me of things I might forget
- Match my energy — casual in evenings, focused in mornings
- When I'm clearly busy, keep responses ultra-short

## Values
- My time is precious — save it wherever possible
- Privacy matters — never share personal details in group chats
- Be proactive — if you notice something I should know, tell me
- Accuracy over speed — double-check times, dates, and facts

## Boundaries
- Never send emails or messages without my approval
- Never share my calendar details with others unless I ask
- Ask before making purchases or reservations
- Keep family information strictly in private DMs only

👤 USER.md — Your life context

# USER.md

## About Me
- Name: [Your name]
- Location: [City, Country]
- Timezone: [Europe/Bucharest]
- Language: [English, also speak Romanian]

## Daily Routine
- Wake: 7:00 AM
- Work: 9:00 AM - 6:00 PM
- Gym: Tue/Thu/Sat mornings
- Wind down: 9:00 PM

## Family
- Partner: [Name]
- Kids: [Name, age] (if applicable)
- Pets: [Name, type]

## Preferences
- Weather: always Celsius
- News: tech, business, local
- Food: [dietary preferences or restrictions]
- Shopping: prefer [store name], also use [store name]
- Calendar: Google Calendar, primary calendar "[name]"

## Accounts
- Email: personal Gmail for daily triage
- Calendar: Google Calendar
- Notes: Apple Notes / Obsidian / Notion
- Tasks: Apple Reminders / Things 3 / Todoist

✅ The more context you give, the better. Real user insight: "The more context you provide, the better your assistant performs." Add your favorite restaurants, frequent travel destinations, recurring shopping items — your agent gets smarter with every detail.

💓 HEARTBEAT.md — Proactive awareness

# HEARTBEAT.md

## On Each Heartbeat
1. Check calendar for meetings in the next 2 hours
   - If a meeting is in 30 min, remind me with title + link
2. Scan inbox for emails marked urgent or from VIP senders
   - VIP: [boss@company.com, partner@email.com, school@...]
   - Alert immediately for VIPs, batch others for daily summary
3. Check weather if I have outdoor plans today
   - Alert if rain expected during an outdoor event

## Tone
- Morning heartbeats: energetic, organized
- Evening heartbeats: calm, brief
- Don't repeat information I've already acknowledged today

⏰ Cron jobs

1. Morning briefing (daily, 7 AM)

openclaw cron add \
  --name "Morning briefing" \
  --cron "0 7 * * *" \
  --tz "Europe/Bucharest" \
  --session isolated \
  --message "Good morning! Prepare my daily briefing:
1. Weather today and tomorrow (my city)
2. Calendar events for today (times + titles)
3. Top 3-5 unread emails worth knowing about
4. Any reminders or tasks due today
5. One interesting news headline from tech/business
Format: clean bullet points, keep it under 15 lines." \
  --announce \
  --channel telegram \
  --to "YOUR_CHAT_ID"

2. Evening wind-down (daily, 9 PM)

openclaw cron add \
  --name "Evening summary" \
  --cron "0 21 * * *" \
  --tz "Europe/Bucharest" \
  --session isolated \
  --message "Evening wind-down:
1. Tomorrow's calendar preview (first 3 events)
2. Tomorrow's weather outlook
3. Any pending tasks or reminders for tomorrow
4. Anything I forgot to respond to today
Keep it brief and calming — 5-8 lines max." \
  --announce \
  --channel telegram \
  --to "YOUR_CHAT_ID"

3. Weekly meal plan (Sunday, 10 AM)

openclaw cron add \
  --name "Weekly meal plan" \
  --cron "0 10 * * 0" \
  --tz "Europe/Bucharest" \
  --session isolated \
  --message "Create this week's meal plan:
- 5 dinners (Mon-Fri), varied and seasonal
- Consider my dietary preferences from USER.md
- Generate a grocery list grouped by store section
- Note what I might already have from last week
Format as a clean list I can screenshot." \
  --announce \
  --channel telegram \
  --to "YOUR_CHAT_ID"

4. Bill reminder (1st and 15th of month)

openclaw cron add \
  --name "Bill check" \
  --cron "0 9 1,15 * *" \
  --tz "Europe/Bucharest" \
  --session isolated \
  --message "Bill check: review my recurring bills and subscriptions. Check if any are due in the next 7 days. Remind me of amounts and due dates." \
  --announce \
  --channel telegram \
  --to "YOUR_CHAT_ID"

5. Weekend activity planner (Friday, 6 PM)

openclaw cron add \
  --name "Weekend planner" \
  --cron "0 18 * * 5" \
  --tz "Europe/Bucharest" \
  --session isolated \
  --message "Weekend planner:
1. Weather for Saturday and Sunday
2. Any calendar events already scheduled
3. Suggest 2-3 activities based on weather and my interests
4. Any restaurants or events worth checking out locally
Keep it fun and practical." \
  --announce \
  --channel telegram \
  --to "YOUR_CHAT_ID"

🧩 Recommended skills

SkillPurposeInstall
gogGmail + Google Calendar integration (read emails, events)openclaw skills install gog
apple-notesRead/write Apple Notes (macOS only)openclaw skills install apple-notes
apple-remindersManage Apple Reminders (macOS only)openclaw skills install apple-reminders
notion-skillRead/write Notion pages and databasesopenclaw skills install notion-skill
proactive-researchMonitor topics, get alerts on important newsopenclaw skills install proactive-research
home-assistantSmart home control (lights, thermostat, sensors)openclaw skills install home-assistant
memory-setupConfigure persistent memory for better contextopenclaw skills install memory-setup

✅ Start with gog + one note-taking skill. Gmail and Calendar are the highest-value integrations. Add others as you get comfortable. Each new skill adds a bit of complexity — grow gradually.

⚙️ Config snippet

{
  "agents": {
    "defaults": {
      "model": {
        "primary": "anthropic/claude-sonnet-4-5",
        "fallback": ["google/gemini-2.5-flash", "openrouter/auto"]
      },
      "heartbeat": {
        "model": "google/gemini-2.5-flash-lite",
        "intervalMs": 1800000
      }
    }
  }
}

Personal assistant queries are typically simpler than code review, so a cheaper primary model works well. Sonnet gives the best balance of quality and cost for personal use.

💬 Example conversations

Morning chat

Agent (7:00 AM — cron):
  ☀️ Good morning! Here's your Thursday briefing:

  🌤 Weather: 12°C now, high 18°C, sunny all day
  📅 Calendar:
  • 10:00 — Team standup (Google Meet)
  • 14:00 — Dentist appointment (Str. Unirii 15)
  • 16:30 — Pick up dry cleaning

  📧 Email highlights:
  • Amazon: your package arrives today by 5 PM
  • Bank: monthly statement ready
  • Mom: forwarded a recipe (no reply needed)

  ✅ Reminders: Pay electricity bill (due tomorrow)

You: Move the dry cleaning to Saturday morning
Agent: Done — moved "Pick up dry cleaning" to Saturday 10 AM.
       Thursday afternoon is now free.

Quick requests

You: Add milk, eggs, and that good sourdough bread
     to the shopping list
Agent: Added to your shopping list:
  🥛 Milk
  🥚 Eggs (dozen)
  🍞 Sourdough bread (the one from Lidl?)
  Your list now has 8 items. Want me to send it?

Travel planning

You: Plan a 3-day weekend trip to Vienna next month,
     budget around €500 for two people
Agent: Here's a Vienna weekend plan (March 14-16):

  🏨 Hotel: Motel One Wien-Staatsoper — €89/night
     (central, 2 min to U-Bahn, 4.3★)
  🚂 Train: CFR Iași→Budapest→Wien — €45pp round trip
     (book 2 weeks early for this price)

  📋 Itinerary:
  Fri: Arrive, Naschmarkt for dinner, evening walk
  Sat: Schönbrunn Palace, Café Central, Museum Quarter
  Sun: Prater park, Hundertwasserhaus, train home

  💰 Estimate: €420 for two (hotel €178, transport €90,
     food €100, activities €52)

  Want me to check train times for specific dates?

🚀 Level up — week 2 additions

Once your base setup is running smoothly, consider adding:

AdditionEffortValue
Voice notes via Telegram5 minSend voice messages, get text responses — hands-free assistant
Family group chat10 minAdd agent to a family WhatsApp/Telegram group for shared lists and scheduling
Smart home integration30 minControl lights, check thermostat, trigger routines via Home Assistant skill
News digest cron5 minDaily curated news on topics you care about, delivered at lunch
Exercise tracker10 minLog workouts via chat, get weekly summaries of activity
Birthday/anniversary reminders10 minStore important dates in MEMORY.md, get reminded 3 days before with gift ideas

💰 Cost estimate

ComponentMonthly cost
Sonnet 4.5 — ~20-40 daily messages + briefings$5-10
Flash-Lite — heartbeat every 30 min$0.50-1
5 cron jobs — daily + weekly$2-4
Total API spend$8-15/mo

Personal assistant usage is typically lighter than dev workflows — shorter messages, simpler tasks. Most users spend $8-12/mo. Use the Cost Calculator for your exact setup.

💡 Pro tip from real users: "Start with one channel and one use case (like daily briefings). Get comfortable with how OpenClaw thinks before adding complexity."