SUMMARIZATION
Weekly multi-doc Coda discussion roundup by email
Each week, rolls up comment threads across a set of Coda docs into a single exec email grouped by doc, highlighting decisions and the most pressing open questions.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionPull past-week threads per Coda docCoda
- LogicSkip docs with no new discussion
- ActionSummarize and rank questions by urgencyOpenAI
- ActionAssemble roundup grouped by doc
- OutputSend exec roundup emailGmail
What it does
Aggregates the week's discussion across multiple Coda docs into one executive email. Instead of one brief per doc, it produces a roundup grouped by doc, surfacing the decisions reached in each and ranking the open questions that most need leadership attention, then emails it to a distribution list.
When to use it
Use when an exec or program lead oversees several workstreams, each with its own Coda doc, and wants a single Monday-morning read on where every discussion stands without opening each doc.
How it works
- 1A weekly schedule fires.
- 2For each Coda doc in the configured set, pull the comment threads with activity in the past week.
- 3Skip any doc with no new discussion so the roundup stays tight.
- 4Summarize each doc's threads into decisions and open questions with OpenAI, then rank open questions by urgency.
- 5Assemble one roundup grouped by doc with a top-questions header.
- 6Send the roundup as an email to the distribution list.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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