A few questions to understand how you think, what you need, and where things keep falling through the cracks.
🧠
Before we start
This questionnaire takes about 10–15 minutes. The more honest and specific you are, the more useful the assistant will be. You can skip anything you're not ready to answer.
7 sections~12 minutesNo right answersSkip anything
Section 1 of 7How you think & work
1
How you think and work
How do you prefer to consume information?
Select all that apply
Short bullet summaries
Audio / text-to-speech
Visual overviews
Detailed written briefs
Numbered action lists
Bottom line first, details on demand
When do you do your best thinking?
Early morning (before 8am)
Mid-morning
Afternoon
Evening
Late night
Varies unpredictably
What derails your focus most often?
Select all that apply
Context-switching between roles
Inbox / message overload
Forgetting follow-ups
Hyperfocusing on the wrong thing
Decision fatigue
Not knowing what to do next
Starting tasks but not finishing
Time blindness
How do you currently manage your tasks and to-do list?
Section 2 of 7Work & professional life
2
Work and professional life
What are your main professional roles or responsibilities right now?
Brief is fine — e.g. "P&L owner," "board member," "caregiver"
Which work tasks do you most want help with?
Select all that apply
Email drafting & triage
Meeting prep briefs
Action item tracking
Research summaries
Agenda & schedule management
Decision frameworks
Drafting documents & presentations
Stakeholder communication prep
Prioritization help
What's your typical daily meeting load?
1–3 meetings
4–6 meetings
7+ meetings
Varies wildly by day
What's your biggest recurring work pain point — the one a smart assistant could solve?
Section 3 of 7Personal & household
3
Personal and household life
Which personal domains feel most chaotic or under-managed?
Select all that apply
Family scheduling & logistics
Health & medical coordination
Finances & bills
Travel planning
Home maintenance & vendors
Kids' activities & school
Elderly parent coordination
Social commitments
Personal errands & shopping
Who else is part of your household that the assistant should know about?
Just the relevant context — names optional
How much do you want the assistant proactively managing things vs. only responding when asked?
Fully proactive — push reminders and suggestions
Proactive on time-sensitive things only
Mostly reactive — I'll ask when I need it
Depends — I want to control this per domain
Section 4 of 7Time & schedule
4
Time and schedule management
What's your relationship with your calendar right now?
It runs me — I'm always reacting
Mostly managed but things fall through
I have good blocks but don't protect them
I have a system that mostly works
I avoid looking at it
What time management features matter most to you?
Select all that apply
Daily briefing at start of day
End-of-day wind-down & review
Time blocking for deep work
Buffer time between meetings
Smart reminders ahead of commitments
Conflict & double-booking alerts
Weekly planning session
"What should I do right now" prompt
How far ahead do you naturally think and plan?
Today only
This week
2–4 weeks out
1–3 months
Quarters and beyond
Describe what an ideal morning briefing from your assistant would look like
Section 5 of 7Wellbeing & energy
5
Wellbeing and energy
How well do you currently manage your energy — not just your time?
1 = burning on fumes most days · 5 = consistently well-managed
Burning on fumes
Well managed
What wellbeing areas do you want the assistant to support?
Select all that apply
Exercise & movement scheduling
Sleep & wind-down reminders
Nutrition & hydration nudges
Stress & overwhelm check-ins
Protecting personal time
Medication & supplement reminders
Workout planning & tracking
Keep it professional — skip this area
Are there habits you're trying to build that an assistant could support?
Section 6 of 7Preferences & boundaries
6
Preferences and boundaries
How do you want the assistant to communicate with you?
Select all that apply
Blunt and direct — no fluff
Brief unless I ask for more
Options with a clear recommendation
Push back when I'm off track
Ask clarifying questions before acting
Just execute — minimal questions
Adapt to my mood and energy
What are your hard "do not touch" zones?
Things you want the assistant to stay completely out of
How comfortable are you with the assistant having access to your calendar, email, and messages?
Full access — the more context the better
Calendar yes, email with limits
Read-only is fine, no sending on my behalf
I prefer to manually provide context
Need to think about this
Section 7 of 7The big picture
7
The big picture
If this assistant worked perfectly, what would be different about your day in 90 days?
What has every other productivity tool or system failed to do for you?
What's one thing happening in the next 30 days you most wish you had help managing?
Anything else — about how you think, what you need, or what you're afraid an AI assistant will get wrong?
✓
Done — thank you.
Your responses are below. Copy and send them to whoever is building your assistant, or take a screenshot.