Back to Blueprints 
Outlook Salesforce Outlook Salesforce
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 5d ago
meeting-prepconsultingproductivity
What's included
1 Agent
Meeting Wingman
Prepare briefing documents before client meetings and send action items on behalf of the user afterward.
0 7 * * 1-5 1 trigger Email
Integrations
Connect these services to get the most out of this blueprint.
1 Event Trigger
Triggers start paused. Activate them after connecting your integrations.
1 Email-Enabled Agent
Dedicated email addresses will be set up for these agents automatically.