Team automation · Runs every week
Follow up on delegated tasks.
Tasks with no response, with draft follow-ups for each person. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Follow up on delegated tasks — Sep 14
Automation run • Sep 14
Follow up on delegated tasks
Output
Two delegated tasks at Harbor & Pine have gone quiet after acknowledgment, with no later email response found.
Checked email through September 14 at 9:02 AM, Portland time. Team chat was not connected, so assignments there could not be checked.
| Person | Agreed task | Agreed on | Last update | Days quiet |
|---|---|---|---|---|
| Lena Vale | Confirm supplier lead times for the fall buying plan | Sep 8 | Sep 8 | 6 |
| Owen Reed | Review the Portland fulfillment checklist | Sep 10 | Sep 10 | 4 |
Days quiet counts calendar dates. Neither thread specified a deadline, so these are unanswered check-ins, not confirmed overdue tasks. No other unanswered email assignments were found.
Drafts are in Maya's drafts folder for review. Nothing was sent.
To Lena Vale
Subject: Fall buying lead times
Hi Lena, checking in on the supplier lead times you agreed to confirm on September 8. Any update, or anything you need from me? Thanks, Maya
To Owen Reed
Subject: Fulfillment checklist review
Hi Owen, how is the checklist review you agreed to on September 10 coming along? Let me know if anything is blocking it. Thanks, Maya
Automation steps. The agent follows these 4 steps each time it runs, using your connected email and calendar.
- 1
Find tasks I assigned in email or team chat that have had no response.
- 2
List the person, what they agreed to do, when they agreed, and how long it has been since the last update.
- 3
Draft a short, friendly follow-up for each person.
- 4
Draft everything for my review and don't send anything until I approve it.
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 flag tasks quiet for seven days.
- Exclude threads with an agreed future deadline.
- Keep follow-ups under 40 words.
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.
Drafts for your review
Messages for other people wait in your own drafts folder. An automated run has no tool that sends, posts, or replies.
This automation reads your email and calendar. Connect Google Workspace 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 email and calendar, then choose weekly or run in chat. Weekly runs repeat every seven days from activation.
- Will it send follow-ups?
- No. It saves messages in your mailbox drafts for review.
- Can I change what it checks?
- Ask in chat to change the quiet period or exclusions. Ask to schedule that adjusted version.
- Where does the report arrive?
- Scheduled reports arrive by email with access to the full conversation. If nothing needs attention, no email or push notification is sent.
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