# AI Agenda overview

### **What is AI Agenda?**

AI Agenda is a document Wonderly generates every morning at 2 AM so your day is organized before you start working. It shows your meetings in chronological order, deadlines due today, overdue commitments, and upcoming meetings and deadlines through the start of next week. Everything you need to plan your day is already in one place, pulled from your calendar, booking links, and Wonderly task list automatically.

### **Why use it?**

A calendar shows you when things are scheduled. It doesn't tell you what to focus on first. For service professionals managing multiple clients, that distinction matters. The gap between "I have meetings today" and "I know exactly what to do and when" is where planning time gets lost.

The problem isn't the calendar itself. It's that your meetings and task deadlines are scattered across different tools. Nothing connects them, and without a unified view, something always slips through.

That gap has a real cost. Missed follow-ups damage client relationships. Scheduling conflicts eat into time you didn't have to spare, and deadlines that weren't visible until it was too late turn into lost revenue.

None of that is inevitable. It's what happens when your planning depends on tools that weren't built to work together.

**Without a unified daily view:**

* You check your calendar and task list separately every morning
* Meetings and deadlines live in different tools with no connection between them
* Overdue tasks are buried and easy to miss until it's too late
* Planning takes valuable minutes before you can start working

**With Wonderly AI Agenda:**

* One document shows your meetings, deadlines, and overdue items in one place
* Everything is pulled from your calendar and task list automatically
* Your agenda is generated fresh every morning before you start working
* Overdue items surface clearly, so nothing gets missed
* You open it once and know exactly what to focus on

When your plan is already built, you spend your morning executing instead of preparing.

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### **How it works**

AI Agenda follows a simple sequence: generate, organize, and act. Wonderly builds the document every morning. You open it and get to work.

**Daily Agenda Doc Generation**

Every morning at 2 AM, Wonderly creates a new document in your private workspace. The document is only visible to you, and if the AI Agenda document is deleted during the day, Wonderly regenerates it automatically, with the updated information about your day and commitments.

**Smart Meeting Sectioning**

The document side of the agenda organizes your tasks into four sections, while the calendar strip shows your meetings and events alongside them.

* **Today's tasks:** The tasks whose end dates match your current day
* **Tomorrow's tasks:** Tasks and follow-ups with an ending date of the following day
* **Tasks past deadline:** Past-due tasks that require your attention
* **This week/Next week tasks:** Upcoming tasks deadlines shifting forward as the week progresses

Every commitment has a place, so nothing gets buried and nothing gets missed.

**Live Task Updates**

The agenda reflects your schedule as it stands at 2 AM. As your day progresses, you can update meetings, deadlines, and commitments manually directly from the document. Changes sync instantly to your calendar and task list without switching tools.

If you add a new meeting or reschedule an existing one during the day, you can regenerate the agenda to reflect the latest version of your day.

Nothing needs to be updated twice. A change in the agenda is a change in your Wonderly account.

**Embedded Calendar Strip**

The agenda splits into two views. The calendar strip in the middle shows your meetings and events by the hour, and the document on the right-hand side lists your tasks.

You get the structure of a list for tasks and the context of a calendar for your events in one view.

**Past Due Management**

Overdue commitments surface in their own section of the agenda. You see exactly which tasks have passed their end date and need your attention, without hunting through your task list to find them.

Overdue items don't resolve themselves, and the agenda makes sure you don't forget them either.

**Quick Task Management**

You can edit any meeting or deadline directly from the agenda without opening a separate tool. Click a meeting to adjust it, or click the task name to open the task's modal and edit all details, including client, duration, notes, and status.

Changes sync instantly to your calendar and task list, so the agenda and the rest of your Wonderly account always reflect the same information.

**Agenda History**

Every daily agenda is saved automatically in your private workspace, organized by year and month. You can open any past agenda to review what was scheduled on a specific date, revisit completed work, or track how your days have been structured over time.

Your entire work history builds itself and is there when you need it, with no manual archiving required.

***

### **Where AI Agenda fits in your Wonderly account**

AI Agenda is the daily view that ties your entire Wonderly account together.

* **Projects:** Every task assigned to you across your Wonderly projects feeds into the agenda. Updates you make from the agenda, like rescheduling or marking complete, reflect in the original project without any manual syncing.
* **Booking Links:** When a client books or reschedules through your booking link, the meeting appears in the calendar view of your next agenda automatically.
* **Scheduling Assistant:** Meetings scheduled with teammates through the scheduling assistant are included in your agenda calendar view, so team commitments are never separate from your personal plan.
* **Calendar Integration:** Your connected calendar, whether Google, Outlook, or iCloud, feeds directly into the agenda's calendar view. Personal commitments and busy blocks are included alongside your client meetings.
* **Client and Deal Records:** Meetings linked to specific clients or deals show context directly in the agenda, including client name, deal stage, and previous notes, so you can prepare before each call without looking anything up.

Every tool that affects your day feeds into one document, so your agenda is always a complete picture.