PERSONAL PRODUCTIVITY
Monthly meeting-spend digest for leadership
On the first of each month, aggregates the Coda meeting-cost table into department-level totals and trend-versus-last-month.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule fires on the 1st
- ActionRead meeting-cost table from CodaCoda
- LogicAggregate by department and compute month-over-month change
- ActionWrite monthly summary row to Coda rollupCoda
- OutputPost executive digest to leadership Slack channelSlack
What it does
This workflow rolls your granular meeting-cost data up into a leadership-ready monthly view. It groups recorded meeting costs by department, compares the total against the prior month, and delivers a clean digest highlighting where meeting spend grew or shrank.
When to use it
Use it when leadership wants a recurring, decision-grade summary rather than a raw table. It is built for chiefs of staff and ops teams who already capture per-meeting cost in Coda and need a monthly narrative on top of it.
How it works
- 1A monthly schedule fires on the first of the month.
- 2The flow reads the full meeting-cost table from Coda.
- 3It aggregates dollar cost by department and computes the change versus the previous month's stored totals.
- 4It builds a digest: total monthly meeting spend, biggest movers up and down, and the single most expensive meeting.
- 5It writes a monthly summary row back into a Coda rollup table for historical tracking.
- 6It posts the formatted digest to the leadership Slack channel so the numbers land where decisions get made.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.
More Personal Productivity workflows
Log Outlook promises to Airtable with per-recipient commitment rollups
Captures promises from sent Outlook mail into an Airtable base, linking each commitment to a recipient record so you get a running per-contact view of everything you've promised…
Turn Outlook email promises into assigned Asana tasks with due dates
When you send an email containing a commitment, an LLM extracts the promise and its deadline and creates a corresponding Asana task assigned to you with the due date set.
Auto-decline low-priority invites that collide with deep-work blocks
When a new calendar invite lands on top of a protected deep-work block, an AI scores its priority and auto-declines low-value meetings with a polite note proposing alternative…
Decline focus-block meetings and auto-propose a free slot via Notion log
When a low-priority invite hits a focus block, it declines the meeting, finds your next genuinely free slot, replies with a counter-proposal.
Monthly Meeting Cost Report by Email
On the first of each month, tallies every recurring meeting's total person-hours across the team, converts to an estimated dollar cost.
Auto-create weekly focus blocks around existing meetings and guard them
Every Sunday an agent reads next week's confirmed meetings, carves protected deep-work blocks into the open gaps, sets your Slack status to defend them.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.