Calendar automation · Runs every week
Research the people I'm meeting this week.
Roles, companies, and past contact with people outside your organization. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Research the people I'm meeting this week — Sep 14
Automation run • Sep 14
Research the people I'm meeting this week
Output
Three external attendees appear across two Harbor & Pine meetings for the rest of this week. Previous emails provide context for each person, but recent company news could not be verified.
Covers September 14–20, 2026, from Monday at 9:02 AM, Portland time. External status is inferred from attendee email domains.
Tuesday, September 15, 10:00 AM: Fall buying review
- Ada Fern, Mossbank Textiles: Supplier contact for textiles. Her exact job title is unconfirmed. In a September 10 email, Lena asked Ada about Alder Wool Throw availability. Ada acknowledged the request but did not confirm a restock date.
- Ellis Dune, Covebend Ceramics: Supplier contact for ceramics. His exact job title is unconfirmed. Maya's September 8 email asked about Quarry Stoneware Bowl Set samples. No later reply was found in the available email.
No verified recent company news was available for either supplier.
Thursday, September 17, 2:00 PM: Wholesale planning
- June Moss, Ternlight Outpost: Wholesale customer contact. Her exact job title is unconfirmed. On September 11, June asked Maya for the fall assortment and current wholesale availability.
No verified recent company news was available for Ternlight Outpost. No other external attendees were found on the remaining calendar entries. No messages or calendar entries were changed.
Automation steps. The agent follows these 3 steps each time it runs, using your connected email and calendar.
- 1
Check my meetings for the rest of this week for attendees from outside my organization.
- 2
For each person, summarize their role, company, recent company news, and our previous contact from my email.
- 3
Group the results by meeting.
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.
- Include only meetings with wholesale customers.
- Search the last 90 days of email for previous contact.
- Schedule this for Monday at 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 calendar.
Questions about this automation.
- What do I need to connect?
- Connect an email and calendar account, such as Google Workspace. Run it in chat or activate weekly checks, every seven days from activation.
- Will it contact attendees or change meetings?
- It reads your calendar and email to prepare the report. It does not create drafts, send messages, or change calendar entries.
- Can I change which meetings it researches?
- Ask in chat to filter meetings, change the email lookback, or adjust the research details. Ask for a scheduled version with those changes to repeat them.
- Where does the report arrive?
- Scheduled reports arrive by email with a link to the full conversation, while chat runs return the report in chat. If nothing needs attention, no email or push notification is sent.
Security first
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.
Try Fieldwork
$50 / user / mo introductory pricing. AI quota included.
- ✓Down from $99 / user / mo
- ✓All platform features
- ✓Early access, no card required