The work behind the work
Turn Gmail requests into a task plan with Todoist and Google Calendar
Your inbox contains work, but it is not a clear plan for the day. Pull out the requests that need action, compare them with existing commitments, and review a focused task list before adding more work.
The result
What you’ll get
A prioritized list of follow-ups with suggested deadlines, ready to approve.
Today’s follow-ups
- Reply to the client
- Confirm the revised launch date. Requested by tomorrow.
- Review the proposal
- Suggested for Thursday morning; no deadline stated.
- Already covered
- The design review is in Todoist. No duplicate task proposed.
The method
A process your agent can follow.
3 stepsRead the selected emails and identify requests that need action.
Distinguish a real request from an FYI. Preserve the email link so you can get back to the conversation.
GmailCheck existing tasks and calendar commitments to avoid duplicates.
Look for matching tasks before proposing new ones. Use calendar commitments to flag unrealistic deadlines.
Todoist
Google CalendarPropose a short task list with deadlines for your review.
Separate stated deadlines from suggested dates. Let you approve the list before creating tasks or events.
Make it fit your work.
Choose your sources, adjust the instructions and decide what your agent can do. Keep the method in your Upsy setup so a compatible agent has a clear starting point next time.
See how to create your ownA few things to know
Will it create Todoist tasks or calendar events?
This example proposes a plan first. Creating tasks or events would require your approval and the appropriate app permissions.
How does it handle an email without a deadline?
The instructions ask the agent to label a suggested date clearly, rather than presenting it as a deadline from the sender.
Can I use this Playbook today?
This page previews the proposed Playbooks feature. You can copy and adapt the instructions now. The Get started link opens the current Upsy product; it does not install this example.
