PERSONAL PRODUCTIVITY
Screen visitors for NDA and security pre-approval before arrival
An agent reviews each external calendar guest against your visitor policy, decides whether they need an NDA or escort, drafts the right pre-arrival email.
How it runs
The automated pipeline, trigger to output.
- TriggerNew external-guest eventGoogle Calendar
- ActionAgent classifies required access levelOpenAI
- LogicBranch on access level
- ActionRoute flagged visitor to securityMicrosoft Teams
- ActionDraft pre-arrival visitor emailOutlook
- OutputLog decision to visitor recordAirtable
What it does
For every external guest on the calendar, this agent-driven workflow evaluates who they are and what the meeting is about, then decides the access level required: standard badge, NDA-on-arrival, or escort-only. It drafts a tailored pre-arrival email and escalates anything sensitive to security for approval before the visit.
When to use it
Use this when visitor access is not one-size-fits-all, for example labs, secure floors, or meetings involving confidential material, and you want consistent policy judgment applied to every guest rather than ad hoc decisions.
How it works
- 1A new external-guest calendar event triggers the workflow.
- 2The agent reads the meeting context and visitor details and applies your written visitor policy to classify the required access level.
- 3For standard visits it drafts and queues a pre-arrival welcome email with parking and entrance details.
- 4For NDA or escort cases it branches to a security approval step and holds the email until sign-off.
- 5The decision and any approvals are logged to the visitor record.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 4Connect Microsoft TeamsChannels, chats, files.
- 5Connect AirtableBases, tables, views, automations.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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