Turning meeting requests and forwarded emails into calendar holds
When an email asks to meet or includes a date, SI drafts the reply with real open times and creates a tentative calendar hold for you to confirm.
Worth knowing: Legal deadlines: SI-created entries are a convenience, not a docketing system. Court and filing deadlines must be confirmed by the attorney.
The problem
Scheduling takes several back-and-forth emails, and dates buried in emails, flyers and attachments never make it onto the calendar.
What SI does
SI reads incoming messages and forwarded items for meeting requests, deadlines and event dates. For meeting requests it checks your calendar and drafts a reply with a few times that fit your rules. For dates in forwarded emails or attachments, it creates tentative events with the details and a link back to the source.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Real estate agent
A buyer's email asking to see two houses on Saturday becomes a draft reply with three time windows and tentative holds.
- Lawyer in solo practice
A forwarded court notice becomes a calendar entry with the hearing date and a reminder a week before.
- School parent association
Dates from a forwarded school newsletter become tentative events on the association's calendar.
What it takes to set up
Calendar and email access with draft permissions, plus your scheduling preferences. Setup is often a day.
What a human still checks
- Holds stay tentative until you confirm.
- Replies are approved before sending.
- SI does not accept invitations on your behalf.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Read [inbox/forwarded messages]. For each meeting request, draft a reply offering [3] times that fit [rules] in my calendar. For each date or deadline mentioned, create a tentative event with the details and a link to the source. Pause and show me before sending, submitting, posting or changing anything.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.