# Calendar Summary | | | | -------------------- | ----------------------------------------------------------------------- | | **Time to complete** | 10 minutes | | **Difficulty** | Beginner | | **Prerequisites** | Google Calendar connection, Gmail connection | | **You'll build** | An assignment that summarizes your upcoming week and sends you a report | *** ### Why Automate This? **The Problem**: Monday mornings start with scrambling through your calendar, trying to remember what's coming up this week. Important meetings get forgotten. Prep time gets missed. And you never have a clear view of your week until you've spent 15 minutes clicking through each day. **The Solution**: A Duvo assignment that analyzes your calendar, identifies important meetings, and sends you a nicely formatted weekly summary—delivered to your inbox before your week begins. **Expected Results**: * Start each week fully prepared * Never miss an important meeting * Identify schedule conflicts in advance * Know which meetings need prep time * Save 15+ minutes of calendar review each week *** ### What You'll Build By the end of this tutorial, you'll have an assignment that: 1. Pulls all events from your calendar for the upcoming week 2. Identifies high-priority meetings 3. Highlights meetings with important contacts 4. Creates a formatted summary with key details 5. Sends the report to your email *** ### Before You Start Make sure you have these ready: * [ ] **Google Calendar connection** - Connect your calendar. [Connect connection](https://docs.duvo.ai/connections/how-to-add-connection) * [ ] **Gmail connection** - For sending the summary report. [Connect connection](https://docs.duvo.ai/connections/how-to-add-connection) *** ### Step 1: Create Your Assignment 1. Click **"+ Create Assignment"** from your dashboard 2. Select **"Use Assignment Builder"** (recommended for this tutorial) ![Create Assignment Button](https://2799416172-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV0i3nXTFWDeWtbyZ9xMo%2Fuploads%2Fgit-blob-baed45156c0e414ce157b1a61cc6f8f321b6e730%2Fhow-to-build-agent-1.png?alt=media) *** ### Step 2: Describe Your Workflow Paste this prompt into the Assignment Builder: ``` Summarize calendar events for the upcoming week and send a report via email. Highlight important meetings. Steps: 1. Get all events from my Google Calendar for the next 7 days 2. For each event, extract: - Event title - Date and time - Duration - Location or video call link - Attendees - Description/agenda 3. Categorize events as: - High Priority: meetings with executives, clients, or 5+ attendees - Prep Needed: interviews, presentations, or events with "review" in title - Recurring: 1:1s, standups, team meetings - Other: everything else 4. Create a summary report with: - Total number of meetings this week - Total hours in meetings - Day-by-day breakdown - High priority meetings highlighted at the top - Meetings that need prep time flagged - Any scheduling conflicts noted 5. Send the report to my email with subject "Your Week Ahead - [Date Range]" ``` Click **"Generate"** to create the assignment SOP. *** ### Step 3: Review Generated SOP Review to ensure: * Your calendar is correctly identified * Priority criteria match your preferences * Report format meets your needs *** ### Step 4: Configure Connections Click **"Connections"** and connect: 1. **Google Calendar** - To read your events 2. **Gmail** - To send the summary report *** ### Step 5: Test Your Assignment 1. Click **"Run Assignment"** 2. Review the generated summary 3. Check your email for the report ![Assignment Running](https://2799416172-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FV0i3nXTFWDeWtbyZ9xMo%2Fuploads%2Fgit-blob-38d5f9f8a98c64abc4a296673c3664470a9d9e53%2Fhow-to-run-agent-1.png?alt=media) **What to check**: * Did it capture all your meetings? * Are high-priority meetings correctly identified? * Is the formatting easy to read? * Did the email arrive? *** ### Step 6: Schedule Weekly Jobs Set up automatic Sunday evening delivery: 1. Go to **Assignment Settings** > **Schedule** 2. Select **Weekly** on **Sunday** at **6:00 PM** 3. Save settings Your weekly summary will be waiting in your inbox every Monday morning. *** ### Expected Results When your assignment runs successfully, you should see: **In your inbox**: * Formatted weekly summary email * High-priority meetings at the top * Day-by-day breakdown * Meeting stats (total meetings, hours) * Links to video calls **Example report format**: ``` YOUR WEEK AHEAD: Nov 18-22 Overview: 23 meetings | 18.5 hours HIGH PRIORITY - Mon 10am: Q4 Board Review (3hr) - Prep needed - Wed 2pm: Client Demo - Acme Corp (1hr) - Fri 11am: Executive Sync (1hr) MONDAY (6 meetings, 4.5 hrs) - 9:00 AM: Team Standup (30min) - 10:00 AM: Q4 Board Review (3hr) ... ``` **In Duvo**: * Execution log showing events processed * Any conflicts or issues flagged *** ### Troubleshooting #### Calendar not connecting * **Re-authorize**: Google permissions may have expired * **Correct calendar**: Ensure assignment is reading the right calendar (work vs personal) * **Calendar visibility**: Check that calendar isn't set to private #### Missing events * **All-day events**: May need separate handling in SOP * **Recurring events**: Verify recurring events are being expanded * **Time zone**: Ensure calendar and assignment use same timezone #### Wrong priority assignments * **Refine criteria**: Adjust what constitutes "high priority" in SOP * **Add VIP list**: Create a list of important contacts in Files * **Keywords**: Add more keywords that indicate important meetings #### Email not sending * **Gmail connection**: Re-authorize if needed * **Spam folder**: Check if summary went to spam * **Send permission**: Verify assignment has permission to send email #### Formatting issues * **HTML rendering**: Some email clients display differently * **Long events**: May need truncation for readability * **Links**: Ensure video call links are clickable *** ### Take It Further Once your basic assignment is working, consider these enhancements: **Add VIP contact highlighting** ``` I have important contacts I always want highlighted: - Sarah Chen (CEO) - Mike Rodriguez (key client) - Jennifer Park (board member) Any meeting with these people should be marked as High Priority regardless of other criteria. ``` **Include prep reminders** ``` For meetings marked as "Prep Needed": - List the event 2 days before - Identify what materials might be needed - Suggest blocking 30 min prep time before Include a "This Week's Prep List" section in the report. ``` **Add travel time** ``` For in-person meetings: - Look up the location - Estimate travel time from my office - Flag if back-to-back meetings have location conflicts - Suggest departure time ``` **Multiple calendars** ``` Include events from both my work calendar and personal calendar. Mark personal events in a separate section. Flag any conflicts between work and personal events. ``` **Add meeting context** ``` For each meeting, also include: - Last time I met with these attendees - Summary of previous meeting notes (if in email) - Any relevant emails from attendees in past week ``` **Use Assignment Memory for preferences** Personalize your summary. [Learn about Assignment Memory](https://docs.duvo.ai/assignment-features/assignment-memory) * *"Always highlight meetings with anyone from the sales team. I consider any meeting over 1 hour as potentially prep-needed. Send my summary at 5 PM Sunday Pacific time."* *** ### Related Resources * [Assignment Memory](https://docs.duvo.ai/assignment-features/assignment-memory) - Customize priority criteria and VIP lists * [Learning Feature](https://docs.duvo.ai/assignment-features/learning-feature) - Teach the assignment which meetings are important to you * [Connections Overview](https://docs.duvo.ai/connections/connections-overview) - Connect Google Calendar and Gmail * [Files](https://docs.duvo.ai/assignment-features/files) - Upload VIP contact lists --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.duvo.ai/examples/examples/calendar-summary.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.