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Lesson 2 · 15 min

The assistant in chat: a meeting becomes a task, a purchase waits for your "Confirm"

An assistant that only talks helps very little. What changes your day is an assistant that pulls the task out of the meeting, puts it in the right quadrant of the matrix, attaches the document and prepares the action with a button. In this lesson you set up that routine and understand Google's "unverified app" warning.

Start the lesson
A phone on a table showing a conversation with confirm buttons, next to a notebook.

In this lesson you will

  1. 1Why a chat with buttons helps more than a text-only chat
  2. 2From the meeting to the task in the right quadrant, with an attachment
  3. 3Actions with a confirm button: purchase, sending, calendar
  4. 4What triggers Google's unverified app warning

Goal: set up the assistant to turn meetings and emails into classified tasks and to act only after your "Confirm".

01From request to action

Tap each step.

Click each block in the diagram to see what it does.

Chats with buttons and small pages inside the conversation (like Telegram's mini apps) let you decide with one tap, without leaving the chat.

02Setting up the routine

Four steps.

1. Channel

Choose a messaging app that supports buttons in the conversation. Telegram supports buttons and mini apps; on WhatsApp the features vary by account.

What matters is that it's the channel you already open all day.

03Templates to copy

The prompt goes in the assistant's instructions. The rule goes with it.

Triage prompt
You are my task assistant.
When I send a meeting summary, an email or an audio message, do this:

1. List each task that comes out of it, one per line, starting with a verb.
2. For each task, choose ONE quadrant:
   A = urgent and important  · I do it today
   B = important, not urgent · I schedule it
   C = urgent, not important · I delegate (agent or person)
   D = neither · I drop it
3. Write the reason in one line (deadline? does it affect revenue, a client or the law?).
4. Attach the file mentioned, if there is one.
5. If the task involves spending, sending something outside, or changing
   someone else's calendar, do NOT execute it: prepare it and show me the Confirm button.

Output format:
[quadrant] task · reason · attachment
Button rule
ACTIONS THAT NEED CONFIRMATION:
- purchase (limit per purchase: R$ <value>, separate card)
- email or message to anyone outside the company
- meeting invite to another person
- any deletion

FREE ACTIONS:
- create a task for me
- find a document and attach it
- notify me when a price drops
Simulation: illustrative example
[B] Review the new partner's contract · affects revenue, no deadline · contrato-parceiro.pdf
[C] Order 2 ink cartridges · routine, short deadline · (Confirm button)
[A] Reply to the client about the delivery · client waiting today · email from 09:12

04Google's "unverified app" warning

Updated with Google's documentation (10/21/2026).

1. What triggers it

Adding a logo or display name to the consent screen of a published external app requires brand verification, which usually takes from minutes to a few days.

Requesting access to sensitive or restricted data (full Gmail is restricted) requires a separate, longer scope verification.

05Practice

Use real meetings and emails from this week.

1 · Triage 3 inputs

20 min

Set up the triage prompt in your assistant and send three real inputs: a meeting summary, an email and an audio message.

Done when: you have three answers in the format [quadrant] task · reason · attachment and you agree with at least two.

2 · Button list

15 min

Copy the button rule and adjust it to your situation, with the per-purchase limit.

Done when: the rule lists at least 4 actions that need Confirm and the limit in reais.

3 · The right connection

10 min

If your assistant uses a Google login, open the project's consent screen and check the user type.

Done when: you can say whether the app is internal, test or external, and which accesses it requests.

06Lesson 2 on video

The lesson's mechanism explained in about two and a half minutes.

Lesson 2 on video · 2 min 38 sVideo page with script →

07Quick quiz

4 questions.

Question 1 of 4

In the meeting, your partner says: "review the new partner's contract when you can." Which quadrant?

08Summary

One single entry pointMeetings, email and audio all go through the same assistant.
Quadrant with a reasonEach task comes out classified and with the attachment.
Button on the irreversibleSpending, sending outside and someone else's calendar wait for you.
Google without the mythsThe logo is brand verification; Gmail is access verification.

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