PERSONAL PRODUCTIVITY
CEO agent that triages the executive inbox into ClickUp tasks and calendar holds
An agent reads the executive inbox, decides what needs doing, and acts: commitments become ClickUp tasks with owners and due dates, while time-bound asks (meetings, deadlines)…
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in executive inboxGmail
- ActionAgent reasons about the ask and time sensitivityOpenAI
- LogicAsk Chairman when intent is ambiguous or high-impact
- ActionCreate ClickUp task with owner and due dateClickUp
- ActionPlace Google Calendar hold for time-bound asksGoogle Calendar
- OutputLabel Gmail thread and log the action takenGmail
What it does
This is an agent-driven triage assistant, not a fixed pipeline. The CEO agent reads each executive email, reasons about what the sender actually wants, and takes the right action: filing a ClickUp task with an owner and due date, blocking calendar time for meetings or hard deadlines, or pausing to ask the Chairman when the intent is genuinely unclear.
When to use it
Use it for a high-stakes executive inbox where rigid rules misfire and judgment matters — distinguishing a real commitment from a courtesy reply, or knowing when a request implies a calendar hold rather than a task.
How it works
- 1A new email lands in the executive inbox.
- 2The agent reads the thread and full context to determine the underlying ask and its time sensitivity.
- 3If the intent is ambiguous or high-impact, the agent surfaces a clarifying question to the Chairman before acting.
- 4For commitments, it creates a ClickUp task with owner and due date.
- 5For time-bound asks, it also places a Google Calendar hold sized to the request.
- 6It closes the loop by labeling the Gmail thread and noting the action taken.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ClickUpDocs + tasks + chats in one workspace.
- 4Connect Google CalendarEvents, attendees, availability.
- 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 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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