PERSONAL PRODUCTIVITY
Incoming Invite Triage and Delegate Suggestion
When a new Outlook meeting invite arrives, it checks the day's existing load and overlap, then sends you a Teams card recommending accept, decline, delegate to a named teammate.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Outlook meeting invite receivedOutlook
- ActionRead the day's existing Outlook scheduleOutlook
- LogicCompute overlap and daily hours committed
- LogicChoose accept / decline / delegate / reschedule
- OutputSend triage card to Microsoft TeamsMicrosoft Teams
What it does
Intercepts each new meeting invitation as it lands, evaluates whether the requested slot pushes you over a daily meeting cap or double-books you, and gives a one-tap recommendation before you reflexively accept.
When to use it
Use it when invites pile up faster than you can triage them and you keep accepting things you should have delegated or declined. Ideal for executives and senior ICs who get many ad-hoc invites.
How it works
- 1A new Outlook calendar invite triggers the workflow.
- 2It reads the proposed time and the rest of that day's Outlook schedule.
- 3A logic step computes overlap and total committed hours for the day.
- 4If the day exceeds the cap or the slot conflicts, it picks a recommendation: delegate to a configured backup owner, propose an alternate slot, or decline with a polite reason.
- 5It posts an actionable Microsoft Teams card summarizing the invite and the suggested response.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect Microsoft TeamsChannels, chats, files.
- 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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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.

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