Google WorkspaceMicrosoft 365

Calendar automation · Runs every week

Help me plan the week.

Commitments, free time, preparation, and unfinished work. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.

Help me plan the weekSep 14

F
Fieldwork<noreply@mail.getfieldwork.ai>Mon, Sep 14, 9:02 AM
to me
Fieldwork

Automation run • Sep 14

Help me plan the week

Output

Harbor & Pine’s first priority is finishing the September cash forecast before Friday’s board review. Last week’s inbox also leaves the Fall buying plan and Portland fulfillment checklist unresolved.

Harbor & Pine · September 14–18, 2026. All times are Portland time. Priorities assume unresolved email requests still need completing.

Existing commitments:

  • Monday buying review, September 14, 10–11 AM. Read the Fall buying plan beforehand.
  • Lena 1:1, Tuesday, September 15, 2–2:30 PM. Prepare buying decisions and open questions.
  • Board review, Friday, September 18, 10–11 AM. Prepare the cash forecast and a short decision list.

Five hours of useful open calendar time:

Available windowProposed use
Monday, 9:15–9:45 AMPrepare for buying review
Tuesday, 9–10:30 AMFinish buying plan, then prepare Lena’s questions
Wednesday, 1–3 PMComplete cash forecast and board notes
Thursday, 3–4 PMFinish fulfillment checklist and review board materials

These windows are currently unbooked, not reserved. No overlapping commitments were found. Email does not confirm whether the three unfinished items were completed elsewhere, so check their status before starting. No calendar changes were made.

View conversation

© Fieldwork AI Inc.

Automation steps. The agent follows these 3 steps each time it runs, using your connected email and calendar.

  1.   1  

    Use my calendar and inbox to help plan the week ahead.

  2.   2  

    Show existing commitments, available time, preparation needed and when to do it, and unfinished work from last week that needs completing.

  3.   3  

    Give me a short plan with priorities.

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.

  • Keep Fridays free for focused work.
  • Include only meetings during my working hours.
  • Prioritize overdue inbox requests before new projects.

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.

Google WorkspaceMicrosoft 365

Questions about this automation.

How do I set it up?
Connect your email and calendar, then choose weekly planning or run it in chat. Weekly runs repeat every seven days from activation.
Will it reserve time or send messages?
It reads your calendar and inbox and proposes a plan. It does not change events, send messages, or save mailbox drafts.
Can I change what it prioritizes?
Ask in chat to change working hours, preparation time, or priorities. Ask to schedule that adjusted version for future weeks.
Where will I receive the plan?
Scheduled reports arrive by email with a link to the full conversation, while chat runs return the plan in chat. When nothing needs attention, no email or push notification is sent.

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Your data stays yours. Your data is never used to train any AI model - not ours, not a provider's. Fieldwork is GDPR compliant and certifying against SOC 2 and ISO 27001, with encryption in transit and at rest, and org-level access controls throughout.

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