Email and Calendar

Use email and calendar integrations for daily execution workflows: triage, scheduling, prep and follow-ups.

Common Agent Capabilities

• Triage inbound mail by priority or topic
• Draft replies with context from CRM and docs
• Check availability and propose meeting times
• Generate prep briefs before scheduled calls

Setup Flow

1. Open studio.scoutos.com/integrations 
2. Connect your email and calendar accounts
3. Enable related tools in the agent’s Tools tab
4. Add communication guardrails in instructions

Instruction Snippet

For email and calendar actions:
 
1. Draft first, send second.
2. Confirm recipient, subject and timezone before sending or booking.
3. Include a concise rationale for each scheduling decision.
4. Return message IDs and event IDs after actions.

Prompt Examples

• “Summarize my unread high-priority emails and draft replies.”
• “Find two meeting windows next week for this group in Pacific time.”
• “Create a prep brief for tomorrow’s customer call from recent email context.”

Next Steps

• Integrations Overview: End-to-end integration strategy
• CRM (Salesforce and HubSpot): Add account context to outreach

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