OpenAI cookbook shows a schedulable ChatGPT workspace agent that finds external customer meetings, pulls SharePoint notes and news, writes a 2–3 page brief, saves it, and emails an exec summary. This workflow is listed under ChatGPT, Sales, Workspace-Agent, SharePoint, Calendar.
Agents / tools
ChatGPT Workspace Agent, Google Calendar, SharePoint, Gmail
Daily Brief is the opt-in morning agent that skims Gmail and Calendar, prioritizes against your goals, and suggests immediate next steps—more than a summary dump.
CPA Timothy hooked GrokBot to Gmail, Calendar, iMessage, and a custom MCP CRM so the daily brief flags open ID requests, drafts email/text replies, watches lead inboxes on a weekday routine, and confirms invites when clients reply.
The flow checks imminent calendar meetings and has an agent gather email, CRM, Slack, and attendee research, sending a Slack brief when useful context exists.
NisonCo’s Zapier agent reviews call transcripts, logs commitments in the CRM, pings Slack, and leaves a Gmail follow-up draft—so the rep only hits send.