PERSONAL PRODUCTIVITY
Quarterly standing-meeting ROI tracker in Coda
Once a quarter, builds a Coda table of every recurring meeting with cost, attendance, and an ROI grade so leadership can review and decide which series to retire.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule triggers
- ActionPull recurring series + quarter attendance from Google CalendarGoogle Calendar
- ActionCompute per-meeting ROI grade and rationale with OpenAIOpenAI
- ActionUpsert one row per meeting into Coda tableCoda
- OutputWrite quarter-over-quarter summary row to Coda docCoda
What it does
This workflow produces a quarterly governance artifact: a refreshed Coda table listing every standing meeting across the org with its cadence, average headcount, estimated annualized cost, attendance rate, and an A-through-F ROI grade. Leadership reviews one document instead of chasing scattered calendars.
When to use it
Use it when you run a quarterly operating review and want a durable, sortable record of meeting overhead — not a one-off Slack ping. The Coda table persists, so you can track whether last quarter's low-ROI meetings actually got cut.
How it works
- 1A quarterly schedule triggers the run.
- 2Google Calendar returns all recurring series and their trailing-quarter attendance figures.
- 3OpenAI computes a per-meeting ROI grade and a short justification from cadence, headcount, and attendance.
- 4The workflow upserts one row per meeting into a Coda table, updating existing series in place and adding new ones.
- 5A summary row with quarter-over-quarter cost trend is written to the top of the doc for the review meeting.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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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Run this workflow in your colony.
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