Calendar automation · Runs after a meeting is transcribed
List action items from each meeting.
Tasks, owners, and due dates from the transcript, along with decisions. This automation runs after a meeting is transcribed. Fieldwork emails you the report when something needs attention.
List action items from each meeting — Sep 17
Automation run • Sep 17
List action items from each meeting
Output
Three action items came out of Harbor & Pine's buying discussion. One has no confirmed owner or deadline.
Reviewed the September 17 meeting transcript and notes. Dates below use Portland time.
Maya's tasks
- Maya Calder: Review the September cash forecast and give Lena a purchasing budget. Due “tomorrow,” interpreted as September 18.
Other people's tasks
- Lena Vale: Ask Mossbank Textiles for the Alder Wool Throw lead time and share the reply. Due September 18, explicitly stated in the transcript.
- Owner unclear: Check Portland Warehouse's Ember Stripe count. Owen Reed was suggested, but nobody confirmed ownership. No deadline was mentioned.
Decisions recorded
- Hold the Alder Wool Throw reorder until the stock count and supplier lead time are confirmed.
- Keep Fog Stripe and Pine Stripe available for sale.
No reorder quantity or arrival date was agreed. The notes contain no additional actions. The stock check needs an owner and a due date before the team can treat it as a commitment.
Automation steps. The agent follows these 4 steps each time it runs, using your connected email and calendar.
- 1
Read the transcript and notes from my meeting.
- 2
List each action item with its owner, commitment, and any date mentioned.
- 3
Group my tasks separately from other people's tasks.
- 4
Mark anything unclear and record the decisions made.
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 puts unclear commitments first.
- Include a transcript quote for each action item.
- Group other people's tasks by owner.
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.
- How do I set it up?
- Connect your email and calendar, then activate it for meetings. It runs after a meeting is transcribed and cannot run by hand.
- Does it send messages or change my calendar?
- It reads the meeting transcript and notes to produce a report. It creates no message drafts, sends nothing, and makes no calendar changes.
- Can I change what it captures?
- Ask in chat to set up an adjusted automation with your preferred grouping or detail. Instructions shown at activation are read-only.
- Where does the report arrive?
- The report arrives by email with a link to the full conversation. If there is nothing to report, no email or push notification is sent.
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