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Guide

Three small automations inside your office suite

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For this guide and its prompts we recommend:

  • Typeform can collect the answers instead of the built-in form tool. Free plan · 14-day free trial (source)

Offers checked 21 Oct 2026

You can now automate mail, sheets and calendar.

Three running automations in your email, spreadsheet and calendar, made with the built-in AI and checked by you.

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What you need

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  • An office suite with email, spreadsheets, forms and a calendar
  • The AI built into your office suite, where your plan includes it
  • A test calendar or a copy of a sheet for trying things first
  • TypeformAnswers from real people instead of guessesFree plan

Steps

  1. Auto-label and summarise mail

    Create email filters that label mail from known senders, then ask the built-in AI in your inbox to summarise a label when you open it. Nothing is sent or deleted automatically.

    Example

    Filter: mail from your courier, label 'Deliveries'. When you open the label, ask the built-in AI for today's delivery problems in three lines.

  2. Form answers to a sheet with an AI summary

    Link a form to a sheet so every answer arrives as a row. Ask the built-in AI in your spreadsheet to summarise the week's answers into themes, and check the summary against a few rows before you rely on it.

    Weak

    Summarise this sheet.

    Better

    Summarise column D (feedback) for rows added this week into at most five themes, with how many rows mention each and one quote per theme.

  3. A weekly calendar digest with a small script

    Ask the built-in AI to write a small script in your office suite's script editor that emails you next week's events every Sunday evening. Ask it to explain each line and each permission before you run it.

  4. Read before you allow

    Scripts run on your account with your access. Before you allow one, read what it does, check the permissions it asks for and refuse anything that sends, deletes or shares when it only needs to read. Try it on a test calendar or a copy first.

The full instruction

Copy it into any AI chat assistant and change only the first line.

Change only this line: TASKS = [sorting delivery emails and reading form feedback]

Act as a patient office suite helper for a business owner who does not code.
I use my office suite, with email, spreadsheets, forms and a calendar. What takes my time: my TASKS.

Suggest three small automations, one each for email, spreadsheet and calendar. For each, give the steps with the built-in assistant, what it may read, what it may change and how I test it on a copy first. Nothing may send, delete or share without my click. For any script, explain every line in plain words and list the permissions it asks for.

Start with the email automation.

What you end up with

Three small automations running in tools you already use, each tested on a copy, with every script read and every permission checked before you allowed it.

Common mistakes

  • Allowing a script without reading what it does and what it may access.
  • Trusting a sheet summary without checking a few rows.
  • Giving a read-only job the right to send, delete or share.

Processes that need more than one tool

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Each process below uses several tools, each for the job it does best. Any AI chat assistant works where one is named.

  1. Auto-label and summarise mail

    Tools, in order: your email inbox → your office suite's built-in AI

    1. Create email filters that label mail from known senders and subjects.
    2. Open a label and ask the built-in AI in your inbox for a short summary of what needs action.

    The prompt for this process

    Summarise the emails in this label for me.
    
    Label: [e.g. Deliveries]
    Period: [e.g. today]
    What counts as needing action: [e.g. a failed delivery, a customer question, a wrong address]
    
    List only the emails that need action, one line each: sender, what is needed, by when if a date is given. Then add one line on anything unusual. Do not draft or send replies and do not suggest deleting anything. If an email is unclear, say so instead of guessing.
    
    Start with the list.

  2. Form answers to a sheet with an AI summary

    Tools, in order: Typeform → your office suite's built-in AI

    1. Link Typeform, or the form tool in your office suite, to a spreadsheet so every answer arrives as a row.
    2. Ask the built-in AI in your spreadsheet to summarise this week's answers into themes and check them against a few rows.

    The prompt for this process

    Summarise this week's form answers in this sheet.
    
    Columns: [e.g. A = date, C = rating, D = feedback]
    Rows to use: [e.g. dates from Monday to Sunday]
    
    Group the feedback into at most 5 themes. For each theme, give how many rows mention it, using only rows in the sheet, and one short quote. Then list 3 rows I should read myself to check that the themes are right. Do not change or delete any cell, and leave out names and email addresses.
    
    Start with the themes.

  3. Weekly calendar digest

    Tools, in order: your office suite's built-in AI → your office suite's script editor → your calendar

    1. Ask the built-in AI to write a small script that emails you next week's events every Sunday evening.
    2. Read the explanation and the permissions, run it on a test calendar, then set a weekly trigger.

    The prompt for this process

    Act as a careful script teacher for my office suite. Write a small script for someone who does not code.
    
    What I want: every Sunday at [time], an email to me only, listing next week's events from my calendar [calendar name]: day, time, title, place.
    My own address: [email]
    
    Write the script, then explain every line in plain words. List each permission it will ask for and why. It may only read the calendar and send to my own address; it must not create, change or delete events. Then tell me how to test it on a test calendar and how to set the weekly trigger.
    
    Start with the script.

  4. Check what each automation may do

    Tools, in order: your account's connected-apps page → a spreadsheet

    1. Open the connected-apps page of your office suite account and note each script and app with its permissions.
    2. Log them in a spreadsheet and remove access you no longer use.

    The prompt for this process

    Help me review the permissions of my office suite automations.
    
    List from my account's connected-apps page: [paste: app or script name, permissions shown]
    What each one is meant to do: [notes]
    
    For each one, say whether the permissions fit the job: a read-only job should not be able to send, delete or share. Mark each keep, reduce or remove, with one line why. Then write the columns for a permissions log in a spreadsheet and a reminder to review it every [months].
    
    Start with the review.

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