PERSONAL PRODUCTIVITY
Morning Outlook Agenda Digest with CRM Snapshots for Today's Calls
Each weekday morning this scans your Outlook calendar for the day's external meetings, pairs each with a short HubSpot snapshot.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionPull today's events from Outlook calendarOutlook
- LogicKeep external meetings, sort by start time
- ActionFetch compact HubSpot snapshot per meetingHubSpot
- ActionFormat chronological agendaOpenAI
- OutputPost agenda card to Microsoft TeamsMicrosoft Teams
What it does
Delivers one digest that frames your whole day. Every morning it reads today's Outlook calendar, isolates the external meetings, and attaches a tight CRM snapshot to each — deal stage, last touch, and owner — then posts a single chronological agenda card to Microsoft Teams. No dashboards to open; the prep comes to you before your first call.
When to use it
For sellers and managers who want a daily heads-up of who they're meeting and where each relationship stands, without building a dossier for every event. Lighter and faster than per-meeting briefs.
How it works
- 1A scheduled trigger fires each weekday morning before work hours.
- 2Today's events are pulled from the Outlook calendar.
- 3A filter keeps only meetings with external attendees and sorts them by start time.
- 4For each, a compact HubSpot snapshot (stage, last activity, owner) is fetched.
- 5An LLM formats the meetings into a single skimmable agenda with one-line context per call.
- 6The agenda is posted as a card to your Microsoft Teams channel.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Connect OpenAIModels, embeddings, files.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.