Using Max Day-to-Day
Once Max is configured, it becomes your intelligent daily assistant — drafting emails, organizing your inbox, summarizing meetings, and keeping track of key actions automatically.
This guide shows how to make the most of Max in your daily workflow.
🧭 Overview
The Overview tab gives you a real-time snapshot of Max’s activity:
Recently drafted or labeled emails
Tasks completed or scheduled
Meeting summaries and reminders
You’ll also see:
Connected integrations (Gmail, Calendar, WhatsApp, Slack)
Time Saved with Max — an estimation of hours saved through automation.
📸 Screenshot: Max Overview panel showing Activity feed and integrations.
📋 Activity Feed
The Activity section tracks everything Max has done for you. Examples include:
Email labeling and categorization
Drafting replies or follow-up messages
Creating or completing tasks
Preparing meeting briefs or summaries
Each entry shows the time, action type, and related channels.
You can click an activity item to open its context (e.g., the related email or task).
📸 Screenshot: Activity Feed showing Email Drafting and Email Labeling entries.
💬 Reviewing Drafts
When Email Drafting is enabled, Max automatically prepares draft replies for emails that require your response.
You can review and edit these drafts before sending them — Max never sends an email on its own.
How to review drafts:
Open Gmail and go to your Drafts folder.
Look for drafts labeled as Created by Max.
Edit, personalize, or send directly.
💡 Tip: Adjust your Drafting prompt in Settings → Drafting to match your tone or add scheduling links automatically.
📅 Meeting Summaries
Max uses your Google Calendar integration to summarize daily or weekly meetings.
Depending on your setup, these can appear as:
Daily Pre-Meeting Briefs
Weekly Overviews (e.g., Sunday summaries)
Each summary includes:
Meeting titles and participants
Key topics or agenda items
Follow-up tasks or decisions
📸 Screenshot: Example Pre-Meeting Brief task summary.
🔔 Notifications & Alerts
Max keeps you updated through your chosen channels:
WhatsApp – Quick daily summaries or reminders
Slack – Task completion and meeting briefs
Email – Full summaries or notification reports
You can control where and when you receive notifications from Settings → Integrations or from each task’s configuration panel.
📸 Screenshot: Notifications showing WhatsApp and Slack message examples.
⚙️ Daily Routine Example
Here’s what a typical day with Max might look like:
Time | Action | Channel |
9:00 AM | Receive your Pre-Meeting Brief | Email / WhatsApp |
10:00 AM | Max drafts replies for overnight emails | Gmail Drafts |
1:00 PM | Max labels new incoming emails | Gmail |
4:00 PM | Daily Follow-Up Tracker runs | Slack / WhatsApp |
6:00 PM | Max updates completed tasks | Activity Feed |
💡 Tips for Everyday Use
Check the Activity Feed each morning for updates and summaries.
Review your drafts daily to maintain personal tone and accuracy.
Use Tasks to automate recurring routines like reports or follow-ups.
Keep your integrations active (Gmail, Calendar, Slack, WhatsApp) to ensure full automation.
Update your prompts regularly to help Max adapt to your evolving workflow.




