Inbox automation · Runs every day
Prepare my morning briefing.
Important overnight emails, today's meetings, and commitments due. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Prepare my morning briefing — Sep 17
Automation run • Sep 17
Prepare my morning briefing
Output
Three items need Maya's attention today: approve the throw quantities, resolve a damaged delivery, and send the cash forecast.
Harbor & Pine · Thursday, September 17, 2026. Times are Portland time. Overnight means midnight through 9:02 AM.
- Buying approval due at noon. Ada Fern emailed at 6:40 AM asking Maya to confirm Alder Wool Throw quantities. Maya's earlier reply promised a decision today. The email gives no confirmed restock date.
- Damaged delivery needs a decision. Iris Rowan emailed at 7:15 AM about Wren Hollis's damaged Quarry Stoneware Bowl Set. Iris needs Maya's approval for a replacement. No response deadline was stated.
- Cash forecast due at 3 PM. Maya promised Theo Marsh the September cash forecast by then. No completion confirmation was found in the reviewed email.
Today's calendar lists two meetings:
| Time | Meeting | Attendees |
|---|---|---|
| 10–10:30 AM | Lena 1:1 | Maya Calder, Lena Vale |
| 2–2:30 PM | September cash review | Maya Calder, Theo Marsh |
The meetings do not overlap. Bring the throw quantities to the 1:1 and the forecast to the cash review.
No other important overnight emails or commitments due today were found in the reviewed messages. Commitments made outside email and calendar may be missing.
Automation steps. The agent follows these 4 steps each time it runs, using your connected email and calendar.
- 1
Prepare a short briefing for today.
- 2
Cover important emails received overnight, today's meetings and attendees, and commitments I made that are now due.
- 3
Start with the two or three items that most need my attention, then briefly cover the rest.
- 4
Skip regular updates.
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.
- Treat emails since 6 PM yesterday as overnight.
- Include commitments due in the next three days.
- Schedule my briefing for 8 AM Portland time.
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.
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 inbox.
Questions about this automation.
- How do I set it up?
- Connect your email and calendar, such as Google Workspace, then activate the daily briefing. You can also run it in Fieldwork chat on demand.
- Will it send replies or change meetings?
- It reads email and calendar to prepare the report. It does not send replies, save message drafts, or change calendar events.
- Can I change what it covers?
- Ask in chat to change the overnight window, commitment horizon, or briefing schedule. Ask for that version to be scheduled for future mornings.
- Where does the briefing arrive?
- Scheduled briefings arrive by email with a link to the full conversation in Fieldwork. If nothing needs attention, no email or push notification is sent.
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