Automation for marketing · Runs every weekday at 08:00
Event coordination
Milestone tracking, risk alerts, and drafted outreach for your upcoming events. Your assistant runs it every weekday at 08:00 and tells you when something needs your attention.
Event coordination — Sep 14
Automation run • Sep 14
Event coordination
Output
Nell, here is your event status for the Fall Showcase on Thursday, September 24, 2026. Two milestones are currently at risk, with one waiting on you and one waiting on Fernwick Packing.
Waiting on you
- Promotional email send: Scheduled for today, September 14. A draft is prepared below and waiting in your drafts folder in Google Workspace.
Waiting on others
- Swatch sample sets: Fernwick Packing has not confirmed shipping dates for attendee swatch packs. Robin Vale has not replied to your note from September 11.
On track
- Registration page: Live on your calendar invite, with 18 attendees currently tracked in HubSpot.
- Speaker review: Maya Calder and Lena Vale are confirmed to present product walk-throughs.
| Milestone | Due date | Owner | Status |
|---|---|---|---|
| First invite send | Sep 14 | Nell Alder | Draft waiting |
| Swatch dispatch | Sep 18 | Robin Vale | At risk |
| Deck finalization | Sep 21 | Nell Alder | On track |
| Final reminder | Sep 23 | Nell Alder | Scheduled |
Draft waiting in your Google Workspace drafts
Subject: Preview the Harbor & Pine Fall Collection on September 24
Hi everyone,
Please join us online Thursday, September 24 at 10:00 AM Portland time for a preview of Harbor & Pine's upcoming fall releases. Maya Calder and Lena Vale will share details on the Cascade Merino Crew, Timberline Flannel, and our new outerwear line.
We will review fabric weights, inventory timelines, and opening wholesale order dates. Please register through your calendar invite by September 21 so our team can prepare your account notes.
Best, Nell Alder
Automation steps. Your assistant follows these 5 steps each time it runs, using your connected email and calendar.
- 01
While I have an event coming up, check each day what it depends on against its date: promotion scheduled, registration page live, speakers confirmed, slides ready, reminders set.
- 02
Flag what's at risk, nearest first, splitting what's waiting on me from what's waiting on others, and draft the next promotion or reminder when it's due.
- 03
Right after the event, separate attendees who engaged from no-shows and draft tailored follow-ups for each within a day.
- 04
Ask me where registrations are tracked if you can't find them.
- 05
When no event is coming up, stay quiet.
Adjust the automation in chat
Tell your assistant what to do differently and it sets up that version for you.
- Only track events that have more than ten invitees.
- Look for event tasks in Linear instead of Notion.
- Draft reminder emails three days before the event instead of one day.
Results arrive as a message from your assistant. Each run posts to your conversation with your assistant, and can email you too. The automation keeps a log in your knowledge base and reads it before each run to see what has changed.
Adjustable schedule
Runs every weekday at 08:00 by default. Pick another time when you add it, or ask in chat for a custom schedule.
Only useful reports
When nothing needs attention, the run says so in a line or stays quiet. When there are findings, you get them with a link to the full run.
What it does on its own
Tracks deadlines and drafts event promotions and follow-ups. Every message waits for you to send. An automated run has no tool that sends, posts, shares, or deletes anything.
This automation reads your email and calendar. Connect Google Workspace or Microsoft 365 to Fieldwork. The automation uses whichever you connect. It also uses your CRM, tasks when connected.
More automations for marketing.
Questions about this automation.
- How do I set this up?
- Open your assistant on the Agents page in Fieldwork, locate Event coordination in your job library, and choose Add. The card lets you connect Google Workspace or Microsoft 365, plus task managers like Linear or CRMs like HubSpot, on an 8:00 AM weekday schedule.
- Does it send emails or reschedule milestones on its own?
- No, it never sends messages, publishes pages, edits calendar invites, or alters tasks. It checks deadlines across your tools and leaves every promotional or reminder message in your drafts folder for your review.
- Where do these reports arrive?
- Reports arrive as a message in your conversation with your assistant and can also be sent to your email. If there are no active upcoming events on your calendar, the automation stays quiet.
- How does it handle post-event follow-ups?
- Once an event concludes, your assistant reviews attendance from Fieldwork meeting recordings and calendar records to separate attendees from no-shows. It then prepares tailored follow-up drafts for each group in your email drafts folder within one day.
Security first
No training on your data
Neither we nor our model providers train on your data. Inference runs with zero retention wherever the provider supports it.
Access
Agents only see what the person asking can see. Conversations, files, apps and connections stay private until shared, and admins have no way into conversations.
Encryption and isolation
Data is encrypted at rest and in transit. Each user's code runs in its own microVM, and secrets reach models by name only.
Continuity
Continuous backups, replicated to a second region. Data is exported on request and deleted within 30 days of a contract's end.