HR & RECRUITING
Client-Facing Weekly Absence Digest
Every Friday it reads next week's approved PTO from Outlook for client-facing staff, maps each absent person to their accounts in Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerFriday schedule fires
- ActionPull next week's approved PTO from OutlookOutlook
- ActionLoad account ownership and backups from PostgresPostgres
- LogicRegroup absences by account, flag no-backup accounts
- OutputEmail per-lead coverage digest via OutlookOutlook
What it does
It builds a forward-looking absence report so account leads know, before the week starts, which of their clients will be without their usual point of contact. It joins Outlook PTO to the account-ownership table and groups the output by account rather than by person.
When to use it
Use it for agencies and services teams that want a single Monday-morning-ready view of coverage exposure instead of chasing individual calendars. It turns scattered out-of-office entries into one actionable, account-grouped picture.
How it works
- 1A Friday-afternoon schedule starts the run.
- 2It pulls approved Outlook PTO for the upcoming week across the client-facing group.
- 3It loads the person-to-account mapping and named backups from Postgres.
- 4A logic step regroups absences by account and flags accounts with no listed backup.
- 5It renders a per-lead digest, then sends each account lead their slice by email through Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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14-day trial. No DevOps. No Sales call. Provisioned in under a minute.