Team automation · Runs every week
Log this week's team decisions.
Decisions from team chat, with dates, sources, and follow-up tasks. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Log this week's team decisions — Sep 14
Automation run • Sep 14
Log this week's team decisions
Output
Three decisions were confirmed in Harbor & Pine's team chat for September 7–13. One follow-up has no deadline, and the proposed restock promotion remains undecided.
Dates use Portland time, and “this week” means the last completed Monday–Sunday period.
- September 8: Hold the Alder Wool Throw restock announcement until inventory is confirmed. Maya Calder confirmed the decision in #buying, in the “Alder availability” thread. Follow-up: Lena Vale will verify available units with Mossbank Textiles. No deadline was stated.
- September 10: Add a packing check for Quarry Stoneware Bowl Set orders. Owen Reed confirmed the decision in #warehouse, in the “Bowl packing checks” thread. Follow-up: Owen will propose an update to the Portland fulfillment checklist by September 15.
- September 11: Separate fit issues from damaged-item findings in the next returns review. Iris Rowan confirmed the decision in #customer-care, in the “Returns review” thread. Follow-up: Iris will prepare the two summaries by September 16.
Nell Alder proposed using RESTOCK10 in #buying, but nobody confirmed it in the reviewed messages. It is excluded from the decision log. No other confirmed decisions were found in the reviewed channels, and no tasks were created.
Automation steps. The agent follows these 2 steps each time it runs, using your connected team chat.
- 1
Read this week's team chat and make a dated log of decisions.
- 2
For each, record what was decided, who made or confirmed it, the channel or thread, and any follow-up tasks.
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.
- Read only #buying and #warehouse.
- Flag decisions with missing owners or deadlines.
- Include unresolved proposals in a separate section.
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. Run it in Fieldwork chat or activate weekly reports, every seven days from activation.
- Will it post messages or create tasks?
- It reads accessible team chat and records decisions and follow-ups in the report. It does not post messages, create tasks, or save mailbox drafts.
- Can I change what it includes?
- Ask in chat to change the channels, reporting period, or follow-up details. Ask for a scheduled version with those changes for future reports.
- Where will I receive the report?
- Scheduled reports arrive by email with a link to the full conversation. If nothing needs reporting, no email or push notification is sent.
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