Calendar automation · Runs after a meeting is transcribed
Keep a decision log from my meetings.
Decisions, who made them, and their dates in one log. This automation runs after a meeting is transcribed. Fieldwork emails you the report when something needs attention.
Keep a decision log from my meetings — Sep 17
Automation run • Sep 17
Keep a decision log from my meetings
Output
One confirmed decision was added to Harbor & Pine’s decision log, reversing an earlier choice. Reviewed the September 17 buying review transcript and notes, in Portland time.
- September 17, buying review: Maya Calder confirmed that Alder Wool Throw replenishment takes priority over expanding candle stock. Lena Vale committed to requesting supplier lead times. No deadline was stated.
- September 17, buying review: This reverses Maya’s September 14 Monday buying review decision to expand Cedar Grove Candle stock. Lena committed to revising the Fall buying plan before the next buying review. The earlier entry remains in the log, marked as superseded by this decision.
A proposed Cascade Merino Crew discount was not confirmed and was excluded. No other reversals were identified.
Automation steps. The agent follows these 4 steps each time it runs, using your connected email and calendar.
- 1
Read my meeting transcript and identify confirmed decisions.
- 2
For each, record what was decided, who made or confirmed it, and the resulting commitments.
- 3
Add them to the existing log with the date and meeting name.
- 4
If a decision reverses an earlier one, record that change and keep the earlier entry.
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 this automation to include transcript quotes for each decision.
- Keep unresolved proposals in a separate section.
- Flag commitments with no owner or deadline.
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 after a meeting is transcribed.
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.
- What starts the automation?
- Connect your email and calendar account. It runs after a meeting is transcribed, using its transcript and notes, and cannot run by hand.
- Does it send messages or change meetings?
- It updates the decision log without sending messages or changing calendar events. No mailbox drafts are needed.
- Can I change what it records?
- Ask in chat to set up an adjusted automation with your preferred decision fields.
- Where does the report arrive?
- You receive the report by email with access to the full conversation. Nothing to report means no email or push notification.
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