Name: Mail the briefing before the meeting
Author: recued-core

Mail the briefing before the meeting

by recued-core v1 30 views

Use “Mail the briefing before the meeting” in Recued. Send the briefing prepared for a project’s next meeting to the people who were at the last one. From your own mail account, one message per person, never twice.

Complete workflow

Meeting Secretary 4 pinned recipes

Use Meeting Secretary in Recued. One person keeps the meeting loop: upload the minutes you wrote and AI turns them into tasks in the federated projects you share, mail the minutes out, then brief the next meeting from the last minutes, current progress and what is new.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Mail the briefing before the meeting

This recipe

pack:meeting-secretarymeeting-secretarymailfederated-project

by recued-core pinned v1

Turn a minutes file into project work

Use “Turn a minutes file into project work” in Recued. Upload the minutes you wrote, then review supported progress and task changes in the projects you share, plus an index of what you promised. The next briefing starts from these minutes.

pack:meeting-secretarymeeting-outcomesproject-managementfederated-project

by recued-core pinned v2

Mail the minutes and who does what

Use “Mail the minutes and who does what” in Recued. Send the last minutes you recorded for a project to the people who were there, each with the tasks the meeting assigned. From your own mail account, one message per person, never twice.

pack:meeting-secretarymeeting-secretarymailfederated-project

by recued-core pinned v1

Prepare the next meeting from its minutes

Use “Prepare the next meeting from its minutes” in Recued. Starts from the last minutes you recorded and current project progress, adds what is new since, and prepares the project portion: what is still open, decisions for the room, and new topics.

pack:meeting-secretarymeeting-prepproject-contextproject-management

by recued-core pinned v2

View pack details, dependencies, and permissions →

Send the briefing before the meeting

After Prepare the next meeting from its minutes has run, this sends the briefing it kept to the people who were at the last meeting.

One message each

Everyone gets their own message, from your own mail account; your own address is left out and counted as "not sent to yourself". The same message never goes to anyone twice; a changed one — a new note, the time corrected, the briefing prepared again — is a new message.

When the meeting is

Briefings are usually prepared the working day before, so say when the meeting is under When and where — "Monday 09:00, site office", "tomorrow 07:30 at the front desk". Leave it blank and the time you gave the briefing is used; if you gave none, the message states no time rather than inventing one. Add a Note for reminders; it goes in as written, for this send only.

Your own words, in your own language

The Subject and the Message are yours to rewrite — another language, another greeting, another order. {meeting}, {when}, {note} and {briefing} are filled in; a line with {when} or {note} is left out when that one is blank, and in the subject a blank {when} goes together with the " — " in front of it. Save them in this recipe's settings to use them every time. The briefing itself is written the way you asked when it was prepared, under How to write it.

Preview first

Preview shows who would receive it and sends nothing. Send asks for approval before anything leaves.

How it works 103 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (103 steps)

■ project_ref_text trim

Trim whitespace from setting project ref

⚠ stop_choose_a_project guard

Stop if project ref text is empty

■ sender trim

Trim whitespace from setting sender mail instance

⚠ stop_choose_the_mail_account guard

Stop if sender is empty

◆ project_read core.work-entity.get

Get work entity

⚠ stop_project_not_found guard

Stop if project read found does not equal

■ project_id default

Apply default

■ project_title default

Apply default

■ row_key sha256

Apply sha256

◆ row_read core.storage.shared.read

Read storage shared

■ minutes default

Apply default

■ has_minutes compare

Check if minutes exists

■ briefing default

Apply default

■ has_briefing compare

Check if briefing exists

⚠ stop_no_briefing_prepared_since_the_last_minutes guard

Stop if has briefing equals

■ meeting_title default

Apply default

■ prepared_on date_format

Format as a date

■ meeting_when_input trim

Trim whitespace from setting meeting when

■ briefing_time_given compare

Check if briefing meeting at given equals true

■ briefing_time_text date_format

Format as a date

■ when_from_briefing ternary

Apply ternary

■ meeting_when default

Apply default

■ has_meeting_when compare

Check if meeting when has data

■ meeting_when_blank compare

Check if meeting when is empty

■ note_text trim

Trim whitespace from setting note

■ has_note compare

Check if note text has data

■ note_blank compare

Check if note text is empty

■ mail_body_given trim

Trim whitespace from setting message

■ mail_body_has_given compare

Check if mail body given has data

■ mail_body_layout ternary

Apply ternary

■ mail_body_has_content compare

Check if mail body layout contains {briefing}

■ mail_body_layout_full ternary

Apply ternary

■ mail_body_lines split

Split mail body layout full into parts

■ mail_body_rows map

Extract from each item

■ mail_body_rows_when map

Extract text from each item

■ mail_body_rows_note map

Extract text from each item

■ mail_body_marked map

Extract from each item

■ mail_body_kept filter

Filter by condition

■ mail_body_kept_lines pluck

Extract text from each item

■ mail_body_joined join

Join items with " "

■ mail_body_value_meeting default

Apply default

■ mail_body_split_meeting split

Split mail body joined into parts

■ mail_body_fill_meeting join

Join items with "{{step.mail_body_value_meeting}}"

■ mail_body_value_when default

Apply default

■ mail_body_split_when split

Split mail body fill meeting into parts

■ mail_body_fill_when join

Join items with "{{step.mail_body_value_when}}"

■ mail_body_value_note default

Apply default

■ mail_body_split_note split

Split mail body fill when into parts

■ mail_body_fill_note join

Join items with "{{step.mail_body_value_note}}"

■ mail_body_value_briefing default

Apply default

■ mail_body_split_briefing split

Split mail body fill note into parts

■ mail_body_fill_briefing join

Join items with "{{step.mail_body_value_briefing}}"

■ mail_body_tidy replace

Replace text in mail body fill briefing

■ mail_body_tidier replace

Replace text in mail body tidy

■ mail_body trim

Trim whitespace from mail body tidier

■ mail_subject_given trim

Trim whitespace from setting subject

■ mail_subject_has_given compare

Check if mail subject given has data

■ mail_subject_layout ternary

Apply ternary

■ mail_subject_split_dash_when split

Split mail subject layout into parts

■ mail_subject_drop_when ternary

Apply ternary

■ mail_subject_undash_when join

Join items with "{{step.mail_subject_drop_when}}"

■ mail_subject_value_meeting default

Apply default

■ mail_subject_split_meeting split

Split mail subject undash when into parts

■ mail_subject_fill_meeting join

Join items with "{{step.mail_subject_value_meeting}}"

■ mail_subject_value_when default

Apply default

■ mail_subject_split_when split

Split mail subject fill meeting into parts

■ mail_subject_fill_when join

Join items with "{{step.mail_subject_value_when}}"

■ mail_subject_filled trim

Trim whitespace from mail subject fill when

■ mail_subject default

Apply default

■ has_send_to compare

Check if setting send to has data

■ recipient_source ternary

Apply ternary

■ recipient_list default

Apply default

■ recipient_rows_raw map

Extract from each item

■ recipient_rows_trimmed map

Extract email from each item

■ recipient_rows_lower map

Extract email from each item

■ recipient_rows_present filter

Filter by condition

■ recipients unique

Remove duplicates from

■ recipient_count count

Count items in recipients

⚠ stop_nobody_to_mail guard

Stop if recipient count equals

■ preview_mode compare

Check if setting write mode does not equal send

■ attachments_text json_stringify

Apply json_stringify

■ message_hash sha256

Apply sha256

■ recipient_rows_fenced map

Extract from each item

■ recipient_rows_hashed map

Extract fence_source from each item

■ send_rows map

Extract from each item

◆ send core.mail.send

Send mail

skip: step.preview_mode equal true

■ send_results default

Apply default

■ accepted filter

Filter by condition

■ sent_before filter

Filter by condition

■ sent filter

Filter by condition

■ not_sent filter

Filter by condition

■ not_sent_rows map

Extract from each item

■ not_sent_self map

Extract error from each item

■ skipped_self filter

Filter by condition

■ refused filter

Filter by condition

■ sent_count count

Count items in sent

■ sent_before_count count

Count items in sent before

■ skipped_self_count count

Count items in skipped self

■ refused_count count

Count items in refused

■ mode_text ternary

Apply ternary

■ recipient_table to_table

Format results as a data table

■ refused_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

▼

Output

summary card

table recipient_table

table refused_table

text mail_body

Settings 8 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

note setting =

message setting = Hello, {note} Here is the briefing for {meeting}. When: {when} {briefing}

send to setting =

subject setting = Briefing: {meeting} — {when}

write mode setting = preview

project ref setting = [object Object]

meeting when setting =

sender mail instance setting = [object Object]

Uses (3 operations)

Tasks & notes Get work entity core.work-entity.get

Shared store Read storage shared core.storage.shared.read

Mail Send mail core.mail.send

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read Tasks & notes core.work-entity.get read-only

Read Shared store core.storage.shared.read read-only

Write Mail core.mail.send external change

Data it touches

SurfacesTasks & notesShared storeMail

Warehousedata.shared

About

recued-core

Details

103 steps 8 configurable settings recipe_id: mail-meeting-briefing

Mail the briefing before the meeting

Complete workflow

Send the briefing before the meeting

One message each

When the meeting is

Your own words, in your own language

Preview first

Uses (3 operations)

Trust & control

What it's allowed to do

Data it touches

About

Tags

Details