Calendar automation · Runs 1 hour before a meeting with someone outside your organization
Prepare me for external meetings.
Attendees, previous contact, open commitments, and suggested topics. This automation runs 1 hour before a meeting with someone outside your organization. Fieldwork emails you the report when something needs attention.
Prepare me for external meetings — Sep 17
Automation run • Sep 17
Prepare me for external meetings
Output
Mossbank Textiles’ lead-time confirmation is still outstanding ahead of Harbor & Pine’s buying call.
Meeting: September 17, 10:02 AM Portland time, one hour after this brief.
- Attendees: Maya Calder, owner. Lena Vale, operations and buying. Ada Fern, supplier contact at Mossbank Textiles.
- Email history: Lena requested replenishment timing for Alder Wool Throw on September 14. Ada replied September 16 asking for quantities by color, without confirming an arrival date.
- Our commitment: Lena said she would provide the color breakdown before the call. No completed breakdown appears in the available email thread.
- Their commitment: Ada agreed to confirm lead times after receiving quantities. No firm delivery promise appears.
- Company news: No recent supplier announcement appears in the available emails. External news has not been verified.
Topics to raise: confirm quantities by color, request lead times, and agree who will send the written delivery estimate.
Automation steps. The agent follows these 4 steps each time it runs, using your connected email and calendar.
- 1
Prepare a brief for my upcoming meeting with people from outside my organization.
- 2
Include who is attending, their roles, our email history, commitments on either side, and relevant recent company news.
- 3
Finish with two or three topics to raise.
- 4
Keep it short enough to read in a minute.
Adjust the automation in Chat
Tell the agent what to do differently and ask it to set up that version with the same trigger.
- Set up briefs two hours before external meetings.
- Set up briefs only for meetings titled Buying.
- Include unanswered questions from recent emails.
Fieldwork emails the report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
What starts this automation
Runs 1 hour before a meeting with someone outside your organization. At setup, choose the lead time and which meeting titles to match.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
No messages sent
An automated run has no tool that sends, posts, or replies. The agent can update notes and its log in your Fieldwork knowledge base.
This automation reads your email and calendar. Connect Google Workspace or Microsoft 365 to Fieldwork. The automation uses whichever you connect.
More automations for calendar.
Questions about this automation.
- How do I set this up?
- Connect your email and calendar. Briefs trigger 60 minutes before external meetings, with an editable offset and title filter.
- Will it contact attendees?
- It reads email and calendar information without sending messages, saving drafts, or changing meetings.
- Can I customize it?
- Ask in chat to set up an adjusted automation. These briefs cannot run by hand.
- Where does the brief arrive?
- Fieldwork emails the report with a link to the full conversation. If there is nothing to report, no email or push notification is sent.
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