Inbox automation · Runs when you ask
Catch me up on email while I was away.
Updates, decisions, and requests received while you were away. Run this automation in Fieldwork chat when you need the report.
Catch me up on email while I was away — Sep 17
Automation run • Sep 17
Catch me up on email while I was away
Output
Two requests need your answer at Harbor & Pine. Lena is waiting on a buying decision, and Iris needs guidance on an unresolved delivery complaint.
Assumed absence: September 14 at 5 PM through September 17 at 9:02 AM, Portland time. Your last-active time wasn't available, so confirm this window if it differs.
- Buying approval needed. Lena's latest email asks whether to prioritize Alder Wool Throw in Ember Stripe over additional Fog Stripe stock. Ada supplied updated supplier terms in the same thread. No approval or confirmed restock date appears in the emails reviewed.
- Customer response waiting. Iris asks whether to offer Wren Hollis a replacement or refund for a damaged Quarry Stoneware Bowl Set. Wren supplied the requested photos, but the thread contains no resolution.
- Fulfillment decision made. Owen and Lena agreed to check fragile-item packing before dispatch. Owen's follow-up says the Portland fulfillment checklist now reflects that decision.
- Cash forecast updated. Theo shared a revised September cash forecast after reviewing supplier bills. His latest message requests no action from you.
These are the latest positions in the received threads. No other unanswered requests were found in this window.
Automation steps. The agent follows these 3 steps each time it runs, using your connected email and calendar.
- 1
Read the emails I received since I was last active.
- 2
Summarize updates to ongoing conversations, decisions made, and requests waiting for me.
- 3
Keep it short and put the most important items first.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask in chat to set up a repeat version if you need it regularly.
- Use September 14 at 5 PM as the start.
- Put customer requests before internal updates.
- Only include threads waiting for my decision.
Read the report in Fieldwork chat. The report stays in the conversation where you ran it. Ask the agent in chat to set up a repeat version if you want reports by email.
Run it when you need it
Run this automation from Fieldwork chat whenever you need a report. Ask the agent to set up a repeat version if you want one.
A report when you ask.
Read the findings in your chat conversation, including when there is nothing to flag.
This report reads your email and calendar.
The instruction asks for a report from your email and calendar. It does not ask the agent to change the source.
This automation reads your email and calendar. Connect Google Workspace or Microsoft 365 to Fieldwork. The automation uses whichever you connect.
More automations for inbox.
Questions about this automation.
- How do I set this up?
- Connect Google Workspace or Microsoft 365, then ask in chat for an email catch-up. It runs on demand with no predefined schedule.
- Will it reply to my emails?
- This automation reads received emails and summarizes them. It does not create reply drafts or send messages.
- Can I change what it includes?
- Specify your absence window, priority senders, or topics in chat. If your last-active time is unavailable, provide a start time.
- Where will I get the report?
- An on-demand report appears in the Fieldwork conversation where you requested it. You can ask in chat to configure a separate repeat automation with email delivery.
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