Calendar automation · Runs after a meeting is transcribed
Draft a task summary for each meeting attendee.
A message per person with their tasks and due dates, ready for approval. This automation runs after a meeting is transcribed. Fieldwork emails you the report when something needs attention.
Draft a task summary for each meeting attendee — Sep 17
Automation run • Sep 17
Draft a task summary for each meeting attendee
Output
Lena and Owen have three follow-up tasks between them. Maya has one task, listed separately.
Reviewed Harbor & Pine’s September 17 buying check-in transcript and notes. All dates are in Portland time.
Two messages are in Maya's drafts folder for review. Nothing was sent.
To Lena Vale
Subject: Your buying check-in tasks
Hi Lena,
Please confirm Mossbank Textiles' lead time for the Alder Wool Throw by September 18. Update the Fall buying plan with the confirmed lead time by September 21.
Thanks, Maya
To Owen Reed
Subject: Your buying check-in task
Hi Owen,
Please count the Alder Wool Throw in Ember Stripe at Portland Warehouse and report the available quantity. No due date was agreed.
Thanks, Maya
Maya's task
- Review Lena's updated buying plan by September 22.
The transcript assigned no other tasks. Owen's deadline remains unspecified, and no dates were inferred.
Automation steps. The agent follows these 5 steps each time it runs, using your connected email and calendar.
- 1
Read my meeting transcript and identify each attendee's tasks.
- 2
Draft one short message per person containing only their tasks and any agreed dates.
- 3
List my tasks separately.
- 4
If no other attendee has tasks, say so and do not draft messages.
- 5
Draft everything for my review and don't send anything until I approve it.
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 an adjusted automation that includes transcript excerpts for each task.
- Keep each attendee's message under 75 words.
- Flag tasks with no agreed 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.
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 calendar.
Questions about this automation.
- How do I set this up?
- Connect your email and calendar, such as Google Workspace, and activate the automation. It runs after a meeting is transcribed and cannot run by hand.
- Where do messages go?
- Messages stay in your mailbox drafts for review, and the automation cannot send them. If no other attendee has tasks, the report says so and creates no messages.
- Can I change the summaries?
- Ask in chat to set up an adjusted automation with your preferred wording or task details.
- How will I receive the report?
- You receive an email with the report and a link to the full conversation. If there is nothing to report, no email or push notification is sent.
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