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Compile Trend Digest
Summarize new, relevant source emails in a daily trend spreadsheet
Use this Agent instantly or customize it - no programming needed
- Scan windowScan window
Your last completed scan and scheduled run time bound the emails reviewed today.
- Source emailsSource emails
Your labeled alerts, newsletters, and website updates supply developments and source links.
- Topic rulesTopic rules
Your tracked topics and relevance rules show which developments belong in the digest.
- Prior findingsPrior findings
Your earlier findings help the Agent spot repeated links and developments.
- Digest limitDigest limit
Your chosen limit caps how many developments appear in each daily digest.
- Existing digestExisting digest
Your digest for this run time tells the Agent whether to update an existing entry.
Your email service holds the labeled alerts and newsletters this Agent scans each morning.
Your Agent reads topic rules and past findings from your spreadsheet app, then adds each digest there.
- Daily digestDaily digest
Your dated digest links to sources or notes skipped emails, access failures, and days without updates.
- FindingsFindings
Your findings show each distinct development with its topic, source email, link, and date.
- Daily digestDaily digest
Your dated digest links to sources or notes skipped emails, access failures, and days without updates.
This Agent starts at your chosen morning time. It reads labeled source emails against your topics and prior findings. It adds a dated digest with source links to your spreadsheet.
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Google SheetsUsed as:
- Spreadsheet app
Your Agent reads topic rules and past findings from Google Sheets, then adds each digest there.
GmailUsed as:
- Email service
Gmail holds the labeled alerts and newsletters this Agent scans each morning.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook holds the labeled alerts and newsletters this Agent scans each morning.
AirtableUsed as:
- Spreadsheet app
Your Agent reads topic rules and past findings from Airtable, then adds each digest there.
monday.comUsed as:
- Spreadsheet app
Your Agent reads topic rules and past findings from monday.com, then adds each digest there.
ZoomUsed as:
- Email service
Zoom holds the labeled alerts and newsletters this Agent scans each morning.
Microsoft ExcelUsed as:
- Spreadsheet app
Your Agent reads topic rules and past findings from Microsoft Excel, then adds each digest there.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 holds the labeled alerts and newsletters this Agent scans each morning.
- Spreadsheet app
Your Agent reads topic rules and past findings from Microsoft Office 365, then adds each digest there.
SmartsheetUsed as:
- Spreadsheet app
Your Agent reads topic rules and past findings from Smartsheet, then adds each digest there.
Zoho MailUsed as:
- Email service
Zoho Mail holds the labeled alerts and newsletters this Agent scans each morning.
Zoho SheetUsed as:
- Spreadsheet app
Your Agent reads topic rules and past findings from Zoho Sheet, then adds each digest there.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange holds the labeled alerts and newsletters this Agent scans each morning.
KintoneUsed as:
- Spreadsheet app
Your Agent reads topic rules and past findings from Kintone, then adds each digest there.
Made for your industry
Compile Trend Digest is made for businesses in these industries.
- Advertising and Marketing
Spot relevant market shifts in source emails for campaign research.
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Summarize market developments from source alerts for investment research.
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Collect distinct story developments with dates and source links.
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Distill new market developments into a dated, sourced digest.
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Track emerging client issues in a daily digest with source links.
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Made for your role
Compile Trend Digest is made for people in these roles.
- Editor
Flag fresh story developments from subscribed source alerts.
Show all Agents for the Editor role - Market Researcher
Turn source alerts into a daily digest of distinct findings.
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Gather relevant topic developments for content planning.
Show all Agents for the Content Strategist role - Investment Analyst
Capture relevant market updates with dates and source links.
Show all Agents for the Investment Analyst role
Made for your department
Compile Trend Digest is made for people in these departments.
- Marketing
Summarize relevant market shifts from the team's source emails.
Show all Agents for the Marketing department - Editorial
Surface distinct story updates from subscribed source alerts.
Show all Agents for the Editorial department - Market Research
Keep a dated record of new findings across tracked topics.
Show all Agents for the Market Research department - Investment Research
Keep a daily digest of sourced market developments.
Show all Agents for the Investment Research department
How Compile Trend Digest works
4 steps, in order, on every run.
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Read your trend criteriaRead your tracked topics and relevance rules. Check earlier findings and the digest for this run before adding anything.
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Scan new source emailsFind emails under your chosen label since the last completed scan. Read each message for developments and source links.
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Select distinct developmentsCompare updates with your topic rules and earlier findings. Keep distinct, relevant developments up to your chosen limit.
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Record the daily digestAdd findings with dates and source links, then write the day's digest. Record no qualifying updates when none arrive.
How to Get Started
Connect the tools you already use, such as Google Sheets, Gmail or Microsoft Outlook.
13 tools
- Choose the daily run time and time zone, and set the first scan start time.
- Subscribe to post alerts, newsletters, and website updates for the sources to be monitored, and apply one mailbox label to those emails.
- Create a spreadsheet with tracked topics and relevance rules, a findings table with source links and dates, and a daily digest table.
- Choose the maximum number of developments to include in each daily digest.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Compile Trend Digest:
Yes. You choose the topics and relevance rules in your spreadsheet, then label the source emails you want scanned.
You'll see the skipped email noted in the digest. Findings need a usable source link and clear attribution.
You'll still get a dated digest saying no qualifying updates arrived.
You'll see the email's received date labeled as such, so you can tell it from a publication date.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.