PERSONAL PRODUCTIVITY
Monthly meeting-overhead rollup for execs
Each month, aggregates recurring-meeting attendance and cost from the data warehouse, identifies the costliest low-ROI series, and publishes an executive Coda brief.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule triggers rollup
- ActionAggregate recurring-meeting cost and attendance by team in SnowflakeSnowflake
- LogicRank teams and series by wasted cost
- ActionWrite executive narrative and recommended cuts with OpenAIOpenAI
- ActionPublish brief as a Coda pageCoda
- OutputPost link to the brief in the exec Slack channelSlack
What it does
This workflow turns raw meeting telemetry into a monthly executive brief. It queries calendar attendance and headcount data already landed in Snowflake, totals recurring-meeting overhead by team, surfaces the costliest low-attendance series, and publishes a narrative Coda page leadership can read in two minutes.
When to use it
Use it when meeting data is already centralized in a warehouse and you need a portfolio-level view across many teams — not a single calendar. It answers 'where is our meeting time and money actually going, and what should we cut this month?'
How it works
- 1A monthly schedule triggers the rollup.
- 2A Snowflake query aggregates recurring-meeting hours, headcount, and attendance by team for the prior month.
- 3A logic step ranks teams and series by wasted cost (low attendance times high headcount).
- 4OpenAI writes an executive narrative — top offenders, month-over-month trend, and recommended cuts.
- 5The brief is published as a Coda page for the leadership review.
- 6A short Slack link to the page is posted to the exec channel.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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