Team automation · Runs every day
Catch me up on team chat.
Decisions, mentions, and unanswered requests since your last visit. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Catch me up on team chat — Sep 17
Automation run • Sep 17
Catch me up on team chat
Output
Maya has two requests to answer at Harbor & Pine, with the buying decision first.
Your last-active time was unavailable. I reviewed messages from September 16 at 4 PM through September 17 at 9:02 AM, Portland time. I checked four Slack channels you belong to.
#buying
- Needs your answer: Lena asks whether to prioritize Alder Wool Throw over Cascade Merino Crew in the next supplier order. The thread is waiting for Maya's decision.
- Decision: Lena will hold the order until quantities are confirmed. No order placement was confirmed.
#warehouse
- Request mentioning you: Owen asks Maya to approve the revised Portland fulfillment checklist before the afternoon packing shift. No answer appears in the thread.
- Decision: Owen will keep the current checklist in use pending approval.
#customer-care
- Iris mentioned Maya in an update about delayed-shipping tickets. It asks for no action, and no thread is waiting for Maya's answer.
#weekly-update
- Nell shared the September campaign summary. No decisions, mentions of Maya, requests addressed to her, or unanswered threads were found.
Automation steps. The agent follows these 3 steps each time it runs, using your connected team chat.
- 1
Read the team chat channels I belong to and summarize what happened since I was last active.
- 2
Include decisions, mentions of me, requests addressed to me, and threads waiting for an answer.
- 3
Group by channel and put the most important items first.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Only cover #buying and #warehouse.
- Put requests addressed to me before general decisions.
- Use the past 24 hours when my last-active time is unavailable.
Fieldwork emails the scheduled 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.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
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.
Read-only access
The agent reads your team chat without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your team chat. Connect Slack or Microsoft 365 to Fieldwork. The automation uses whichever you connect.
More automations for team.
Questions about this automation.
- How do I set this up?
- Connect Slack or Microsoft 365 for team chat and choose a daily schedule. You can also run it in Fieldwork chat on demand.
- Can it reply or save Slack drafts?
- It reads accessible channels you belong to and summarizes them. It cannot send, post, reply, or save a draft in Slack.
- Can I change what it covers?
- Ask in chat to change the channels, time window, or priorities. Ask for a scheduled version with those changes for future reports.
- Where does the report arrive?
- Scheduled reports arrive by email with a link to the full conversation in Fieldwork. When nothing needs attention, no email or push notification is sent.
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