How do I set this up?

Connect an email and calendar account, such as Google Workspace, and activate the daily automation. You can also run it in chat on demand.

Will it change my calendar or email anyone?

It reads your calendar and email to prepare the brief. It does not change meetings, create drafts or send messages to attendees.

Can I change what the brief includes?

Ask in chat to change the meeting filter, detail or delivery schedule. Ask for a scheduled version with those changes.

Where will I receive the brief?

Scheduled runs email you the report with a link to the full conversation in Fieldwork. If there is nothing to report, no email or push notification is sent.

Calendar automation · Runs every day

Brief me on tomorrow's meetings.

Attendees, meeting topics, and recent emails with each person. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.

Try it free Read the automation

Brief me on tomorrow's meetings — Sep 17

Fieldwork<noreply@mail.getfieldwork.ai>Thu, Sep 17, 9:02 AM

to me

Automation run • Sep 17

Brief me on tomorrow's meetings

Output

You have two Harbor & Pine meetings with other people tomorrow. The buying decision needs an answer before the first, and no open email threads were found for the second.

Tomorrow is Friday, September 18, 2026. All times are Portland time. Topics below come from calendar descriptions, and “last contact” means the latest email exchange found, not a verified conversation.

10:00–10:30 AM · Fall buying review

Attendees: Maya Calder, Lena Vale and Ada Fern.
Topic: Review Alder Wool Throw quantities and supplier lead times.
Open email thread: Ada's September 16 message asks Maya and Lena to confirm quantities. No reply was found, and the lead time remains unconfirmed.
Last contact: Lena replied to Maya on September 17 about the buying plan. Ada last emailed Maya and Lena on September 16. The last time they spoke cannot be confirmed from email.

2:00–2:30 PM · Portland fulfillment check-in

Attendees: Maya Calder and Owen Reed.
Topic: Review packing coverage and the Portland fulfillment checklist.
Open email threads: None found with Owen.
Last contact: Owen and Maya exchanged emails on September 15 about packing coverage. No record confirms a later conversation.

View conversation

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

1
Check my calendar for tomorrow.
2
For each meeting with other people, list the attendees, the topic, open email threads with them, and when I last spoke to them.
3
Use a short section for each meeting, in time order.

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.

Only include tomorrow's meetings with external attendees.
Include a suggested question for each meeting.
Schedule the brief for 5 PM Portland time each day.

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.

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Research the people I'm meeting this weekRoles, companies, and past contact with people outside your organization.View automation

Questions about this automation.

How do I set this up?: Connect an email and calendar account, such as Google Workspace, and activate the daily automation. You can also run it in chat on demand.
Will it change my calendar or email anyone?: It reads your calendar and email to prepare the brief. It does not change meetings, create drafts or send messages to attendees.
Can I change what the brief includes?: Ask in chat to change the meeting filter, detail or delivery schedule. Ask for a scheduled version with those changes.
Where will I receive the brief?: Scheduled runs email you the report with a link to the full conversation in Fieldwork. If there is nothing to report, no email or push notification is sent.

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