Follow the workflow
Work from top to bottom. A screen link appears when the workflow moves somewhere new.
- 01
Choose the calendar
Add Meeting prep and select the mailbox calendar the briefing should read.
Open this screen/dashboard/onboarding - 02
Set delivery
Enter the recipients and choose the calendar's working time zone.
- 03
Save the automation
Add meeting prep. It runs on weekdays and covers events scheduled for that day in the chosen calendar.
- 04
Check the first briefing
Confirm the times and attendees against the original calendar. Open Manage if you selected the wrong calendar or time zone.
Open this screen/dashboard/managed
