Calendar automation · Runs after a meeting is transcribed
Draft follow-up emails after each meeting.
Draft emails for the commitments you made, ready for approval. This automation runs after a meeting is transcribed. Fieldwork emails you the report when something needs attention.
Draft follow-up emails after each meeting — Sep 17
Automation run • Sep 17
Draft follow-up emails after each meeting
Output
Two commitments from Harbor & Pine's buying discussion have follow-up drafts in Maya's drafts folder. The document email needs its attachment before review is complete.
The September 17 meeting ended at 9:00 AM Portland time. This report followed transcription and used the transcript and notes. Drafts use a concise, direct tone.
To Lena Vale Subject: Fall buying plan
Lena,
As promised, I'm sending the Fall buying plan for your review. Please check the quantities for Alder Wool Throw and Cascade Merino Crew and flag anything you'd change before we place an order.
Thanks, Maya
Before sending: attach the reviewed Fall buying plan. No attachment has been added.
To Owen Reed Subject: Warehouse count before ordering
Owen,
Confirming my answer from our meeting: we'll wait for the Portland Warehouse count before approving the next order. Please send the count when it's ready.
Thanks, Maya
No introductions or unanswered questions were identified. Nothing was sent.
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
For each commitment I made, such as sending a document, making an introduction, or answering a question, draft an email to the relevant person in my usual tone.
- 3
If I need to do something before writing the email, tell me what is needed.
- 4
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 follow-ups with shorter email drafts.
- Flag missing attachments before drafting.
- Include the supporting meeting note for each commitment.
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, then activate the automation. It runs after a meeting is transcribed and cannot run by hand.
- Where do drafts go?
- Emails go into your own mailbox's drafts folder for review. The automation cannot send them or change calendar events.
- Can I change the follow-ups?
- Ask in chat to set up an adjusted automation with your preferred tone or commitment filters.
- How does the report arrive?
- You receive an email with the report and access to the full conversation. If nothing needs attention, no email or push notification is sent.
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