PERSONAL PRODUCTIVITY
Morning digest of today's Outlook meetings with Coda prep links
Every weekday morning, compiles all of today's Outlook meetings into one Coda dashboard page with attendee context and direct links to each meeting's prep one-pager.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday 7am schedule
- ActionFetch today's Outlook eventsOutlook
- ActionEnrich each meeting from AttioAttio
- ActionSummarize and prioritize with OpenAIOpenAI
- ActionBuild the Coda agenda pageCoda
- OutputPost the agenda link to SlackSlack
What it does
Each morning it reads your Outlook calendar for the day, builds a single Coda "Today" page listing every meeting in order, and attaches a one-line CRM snapshot plus a link to the deeper prep doc for each. One glance tells you what the day holds.
When to use it
Use it when individual prep pages already exist but you want a daily roll-up so you can plan your morning instead of clicking through ten calendar events.
How it works
- 1A scheduled trigger runs each weekday at 7am in your timezone.
- 2The workflow fetches all of today's events from Outlook, sorted by start time.
- 3For each event with an external attendee, it queries Attio for the account's deal stage and owner.
- 4OpenAI writes a tight one-line summary per meeting and orders the day by priority.
- 5It assembles a single Coda agenda page with a row per meeting, the snapshot, and a prep link.
- 6The finished page link is posted to your Slack so it's the first thing waiting for you.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect AttioReal-time CRM with structured data + powerful views.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect CodaDocs, packs, automations.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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