Built for
Operators who work across meetings, notes, and team conversations
Automation template
Daily Notes Sweep automation template
A read-only daily review for keeping decisions, promises, and follow-ups from disappearing across connected work sources.
This link opens an unsaved, editable draft. It does not create, activate, enroll, or send anything.
Expected outcome
A source-aware daily brief that separates immediate decisions, commitments, follow-ups, waiting items, and resolved work.
Usable preview
1 editable steps
Trigger: schedule aurora. Stop rules and timing remain editable before activation.
- 1
Run Aurora daily at 17:00
Scheduled Aurora review. Confirm the schedule before activation.
Daily notes and workstream sweep. This is a read-only review. Do all of the following:
Before you use it
Prerequisites
- At least one connected meeting-note or work source
- Permission to read the selected sources
- A reviewed timezone and daily run time
Human control
Approval boundary
The sweep is read-only. It must not send messages, schedule meetings, or update CRM records without a separate reviewed action.
Keep in mind
Limitations
- The result is limited to connected and accessible sources.
- Partial source coverage must not be described as a complete review.