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AutomationSchedule a meeting with an agenda

Scheduling a meeting with a proposed agenda with AI

Request a meeting through the form; an agenda proposal appears and the invitation lands in the calendar.

Schedule a meeting with an agenda is ready-made automation in Altramano for management and office: request a meeting through the form; an agenda proposal appears and the invitation lands in the calendar.

It works with Microsoft Outlook and Microsoft Outlook Calendar.

Ready-made automation · department Management and office

What it does

Fill in the subject, the participants and the week you want. The automation makes an agenda proposal (the points, the time per point), puts the appointment in the calendar and mails the proposal.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.
  • Microsoft Outlook Calendar — create, search and update events in the Outlook calendar, with triggers on new events, connected through logging in to the service.

How does scheduling a meeting with a proposed agenda work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Fill in the subject, the participants and the week you want. The automation makes an agenda proposal (the points, the time per point), puts the appointment in the calendar and mails the proposal.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail. Microsoft Outlook Calendar: create, search and update events in the Outlook calendar, with triggers on new events.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For management and office: the monthly report that makes itself, minutes that become actions, contracts that no longer expire. Those hours go into deciding on the strength of the report, instead of into making the report.

This department comes into play in construction and contractors, consultancies and business services and IT and software companies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Schedule a meeting with an agenda?

Microsoft Outlook and Microsoft Outlook Calendar and a Altramano environment.

Which department is Schedule a meeting with an agenda for?

Management and office, in industries such as construction and contractors, consultancies and business services and IT and software companies.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

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All 9 templates for management and office

Templates are updated in your Altramano environment.

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