Meeting Wingman - Outlook Calendar

Preps briefing docs before meetings using Outlook Calendar and Salesforce, and sends action items on your behalf (CCing you).

Public 0 clones Published 34d ago

meeting-prepconsultingproductivity

What's included

Connect these services to get the most out of this blueprint.

Outlook

Salesforce

Triggers start paused. Activate them after connecting your integrations.

New Calendar Event Meeting Wingman

Dedicated email addresses will be set up for these agents automatically.

Meeting Wingman Send & Receive auto-trigger

Inbound: New senders triaged

Email from unknown senders is held for review before the agent processes it.

Outbound: All reviewed

Every outbound email requires human approval before sending.