Automation for advisors · Runs on the 1st of every month at 09:00
Monthly mileage report
Last month's driving mileage and amount, worked out from your calendar. Your assistant runs it on the 1st of every month at 09:00 and tells you when something needs your attention.
Monthly mileage report — Sep 1
Automation run • Sep 1
Monthly mileage report
Output
Here is your driving mileage summary for August 2026, calculated from your Google Workspace calendar.
Total reimbursable driving across confirmed trips is 78 miles, amounting to $52.26 at the standard rate of $0.67 per mile. Round trips are measured from your home base in Lake Oswego.
| Date | Client | Destination | Miles | Amount |
|---|---|---|---|---|
| Aug 6, 2026 | Harbor & Pine | Portland Warehouse | 24 | $16.08 |
| Aug 14, 2026 | Tidewater Health | Downtown Office | 30 | $20.10 |
| Aug 27, 2026 | Harbor & Pine | Portland Warehouse | 24 | $16.08 |
| Total | 78 | $52.26 |
Needs clarification
- Aug 20, 2026 (Tidewater Health): The calendar entry lists the location as Coffee Shop without a street address. Distance was not calculated. If you share the exact address, I can add it to this log.
No flights or long-distance travel appeared on your calendar for August. Let me know if you would like any adjustments before you record these amounts.
Automation steps. Your assistant follows these 4 steps each time it runs, using your connected email and calendar.
- 01
On the first of each month, scan last month's calendar for in-person client meetings with a physical location.
- 02
For each, work out the round-trip driving distance from my home, which you should ask me for if you don't know it, and apply the current IRS standard mileage rate.
- 03
Lay it out per trip (date, client, destination, miles, amount) with the monthly total.
- 04
Skip trips I flew to, and flag a meeting with a missing or unclear location rather than guessing.
Adjust the automation in chat
Tell your assistant what to do differently and it sets up that version for you.
- Set my starting home address to Lake Oswego.
- Only include trips for Harbor & Pine.
- Flag meetings where I did not list any client name in the title.
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 on the 1st of every month at 09:00 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
Calculates trip distances and prepares the monthly log on its own. Changes nothing. 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 files when connected.
More automations for advisors.
Questions about this automation.
- How do I set this up?
- Open your assistant on the Agents page in Fieldwork, find the automation in its job library, and choose Add. If Google Workspace or Microsoft 365 is not connected yet, the card offers to connect it first. It starts on the suggested timing of the first of every month at 9:00 AM, which you can change when you add it.
- What does it do on its own and what waits for me?
- It scans your calendar, works out round-trip distances, and prepares your monthly log on its own. It never edits your calendar, records expenses, sends invoices, or shares anything with outside clients.
- Where do results arrive?
- Results arrive as a message in your conversation with your assistant, and can be emailed to you too. When no driving trips were found on your calendar for the month, it says so briefly or stays quiet.
- How does it handle incomplete locations or flights?
- If an event has a missing or vague address, the log flags it for review rather than guessing the mileage. Any travel that involves flights is skipped automatically based on your calendar events.
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.