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4matches
The example standardizes invoice and payment data, analyzes a 12-month cash-flow comparison, and combines the findings with prior team questions for a meeting brief.
Anthropic's walkthrough has Claude read Microsoft 365 calendar and email context together, identify preparation and blocked replies, and create a weekly overview instead of isolated calendar and inbox summaries.
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.
Annika Helendi's Lindy trial describes a calendar-triggered call-prep template that researches the attendee with LinkedIn, Crunchbase, and web search, then emails a brief shortly before the meeting; she distinguishes this from more complex agent workflows.