Calendar automation · Runs when you ask
Find a time for a group to meet.
Suggested times based on available calendars, with a draft invite. Run this automation in Fieldwork chat when you need the report.
Find a time for a group to meet — Sep 17
Automation run • Sep 17
Find a time for a group to meet
Output
Two times fit the accessible calendars for Maya, Lena, and Owen before the requested deadline. Neither overlaps a visible event.
You asked for a 30-minute meeting with Lena Vale and Owen Reed before Friday, September 18 at 3 PM.
Suitable options, all in Portland time:
- Friday, September 18, 10:00–10:30 AM
- Friday, September 18, 2:00–2:30 PM
All three calendars were accessible. These suggestions assume an open calendar slot means availability. No room or video link has been selected.
One email draft is in Maya's drafts folder, proposing the first option:
To: lena@example.com, owen@example.com Subject: Portland fulfillment planning, September 18
Lena and Owen,
Could we meet Friday, September 18, from 10:00 to 10:30 AM Portland time to review Harbor & Pine's fulfillment priorities and agree on warehouse next steps?
Your calendars appear open then. Friday from 2:00 to 2:30 PM also looks available if you prefer.
Please confirm which time works.
Thanks, Maya
Nothing was sent, and no calendar event was created. The draft is ready for Maya's review.
Automation steps. The agent follows these 3 steps each time it runs, using your connected email and calendar.
- 1
Ask me who needs to meet, for how long, and by when.
- 2
Check the calendars I can access, suggest two or three suitable times, and draft an invite with a title that describes the meeting.
- 3
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 in chat to set up a repeat version if you need it regularly.
- Suggest only afternoon times in Portland.
- Allow 15 minutes between existing meetings.
- Make the meeting 45 minutes long.
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.
Drafts for your review
The instruction asks for drafts for your review. Nothing is sent unless you approve it.
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.
- How do I start?
- Connect your email and calendar, such as Google Workspace, then ask in chat. This runs on demand and asks who needs to attend, the duration, and the deadline.
- What can it access or change?
- It checks calendars your connection can access and saves proposed invitation text as an email draft. The instruction asks for your review before anything is sent.
- Can I change the scheduling preferences?
- Specify working hours, timezone, meeting length, or buffer time in chat. If a participant's calendar is unavailable, the report identifies that gap.
- Where do I get the result?
- The suggested times and invite text appear in the chat report. The email draft stays in your drafts folder for you to review and send.
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