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Dogfooding: Professional Goals

This document outlines potential workflows using the Meta Agent Platform to achieve professional goals, enhance productivity, and automate tasks.

1. Meeting Preparation & Follow-up Automation

Streamline the process of preparing for meetings and handling post-meeting tasks.

Workflow:

  1. Pre-Meeting Prep Trigger: An agent monitors your calendar. A set time before a scheduled meeting (e.g., 1 hour), it triggers the prep workflow.
  2. Gather Context: Agents gather relevant information based on meeting title, attendees, and description:
    • Search past emails with attendees.
    • Find related documents in shared drives (e.g., Google Drive, OneDrive).
    • Pull recent activity from project management tools (e.g., Jira, Asana).
  3. Synthesize Briefing: A summarization agent compiles the gathered information into a concise briefing document or email.
  4. Post-Meeting Processing (Optional - Requires Recording/Notes):
    • If a meeting recording is available, a transcription agent processes it.
    • A summarization/NLP agent extracts key decisions and action items from the transcript or notes.
    • An agent drafts a follow-up email containing the summary and action items.
    • A Human-in-the-Loop (HITL) step allows you to review and approve the draft before sending.
    • Action items can be automatically added to a task manager.

Potential Agents:

  • Calendar API Agent (Google, Outlook)
  • Email Search Agent (Gmail, Outlook)
  • File Search Agent (Google Drive, OneDrive, Local)
  • Project Management API Agent (Jira, Asana)
  • Summarization Agent
  • Transcription Agent (e.g., Whisper, AssemblyAI)
  • NLP/Action Item Extraction Agent
  • Email Drafting/Sending Agent
  • HITL Agent
  • Task Management API Agent

Diagram:

graph TD
    subgraph Meeting Workflow
        A[Calendar Trigger (Before Meeting)] --> B[Gather Context (Email, Docs, Tasks)];
        B --> C[Synthesize Briefing];
        C --> D[Send Briefing to User];

        E[Meeting Occurs - Recording/Notes Captured] --> F{Recording Available?};
        F -- Yes --> G[Transcribe Recording];
        G --> H[Extract Summary & Action Items];
        F -- No --> I[Process Manual Notes];
        I --> H;
        H --> J[Draft Follow-up Email];
        J --> K[HITL: Review & Approve Email];
        K -- Approved --> L[Send Email & Create Tasks];
    end

2. Industry & Competitor Monitoring

Stay informed about relevant industry news, trends, and competitor activities automatically.

Workflow:

  1. Monitor Sources: Agents continuously monitor configured sources:
    • Specific news websites or RSS feeds.
    • Social media platforms (e.g., Twitter, LinkedIn) for keywords or specific accounts.
    • Competitor websites for changes (e.g., new blog posts, press releases, pricing page updates).
    • Regulatory sites for updates.
  2. Filter & Prioritize: An agent filters the incoming information based on relevance criteria and prioritizes important updates.
  3. Summarize & Digest: A summarization agent creates concise summaries of key findings.
  4. Deliver Report: The summaries are compiled into a daily or weekly digest email/message, or alerts are sent for high-priority items.

Potential Agents:

  • RSS Reader Agent
  • Web Scraper Agent (with change detection)
  • Social Media API Agent (Twitter, LinkedIn)
  • Filtering/Prioritization Agent (Rule-based or LLM-based)
  • Summarization Agent
  • Notification/Email Agent

3. Repetitive Task Automation (e.g., Report Generation)

Automate the creation of routine reports or documents.

Workflow:

  1. Trigger: Can be scheduled (e.g., weekly) or triggered manually/by an event.
  2. Data Collection: Agents connect to various data sources:
    • Query databases (SQL Agent).
    • Read data from spreadsheets (Excel/Google Sheets Agent).
    • Fetch data from internal/external APIs (API Agent).
  3. Data Processing: Agents clean, transform, and aggregate the collected data as needed.
  4. Report Generation: An agent populates a predefined report template (e.g., Word doc, Google Doc, PDF, Dashboard update) with the processed data and any generated charts/summaries.
  5. Distribution: The generated report is saved to a specific location or emailed to stakeholders.

Potential Agents:

  • Scheduler Agent
  • Database Query Agent (SQL)
  • Spreadsheet API Agent (Excel, Google Sheets)
  • API Agent
  • Data Processing Agent (Pandas/Python script runner)
  • Templating Agent (Jinja2, DocxTemplater)
  • File Writer Agent / Email Agent / Dashboard API Agent

4. Development Workflow Enhancement (Meta-Dogfooding)

Use the platform to automate parts of its own development or related development tasks.

Workflow:

  1. Git Trigger: An agent monitors a specific Git repository (e.g., the Meta Agent Platform repo itself).
  2. Event Handling (e.g., on Push to main):
    • Trigger a documentation generation agent to update MkDocs based on code comments or changes.
    • Run automated tests using a testing framework agent (e.g., Pytest, Jest) via a script runner.
    • Perform static code analysis (Linter Agent).
    • Notify the team/developer via Slack/Email about the build status, test results, or linting errors.

Potential Agents:

  • Git Hook Agent / Repository Monitoring Agent
  • Script Runner Agent (for build scripts, tests)
  • Documentation Generation Agent (Sphinx, MkDocs)
  • Linter Agent (ESLint, Pylint)
  • Notification Agent (Slack, Email)

5. Professional Email Management & Triage

Apply AI to manage and prioritize a professional inbox.

Workflow: Fetch new emails (Gmail/Outlook API) -> Categorize/Prioritize (LLM Agent based on sender, content, urgency cues) -> Label/Move emails -> Draft replies for routine inquiries (LLM + HITL) -> Summarize long threads. Potential Agents: Email API, LLM Agent, Filter/Logic, HITL.

6. Lead Generation & Enrichment

Automate finding and enriching potential sales leads.

Workflow: Scrape sources (LinkedIn Sales Nav, industry directories, conference lists - check ToS) -> Extract contact info -> Enrich data using APIs (Clearbit, Hunter.io) -> Score leads based on predefined criteria (Logic/LLM) -> Add qualified leads to CRM (CRM API). Potential Agents: Web Scraper, Data Extractor, Enrichment API Agent, Logic/LLM Scorer, CRM API Agent (Salesforce, HubSpot).

7. Customer Support Ticket Automation

Streamline initial handling of customer support requests.

Workflow: Fetch new tickets (Zendesk, Intercom API) -> Categorize issue type (LLM/Keywords) -> Route ticket to appropriate team/agent -> Draft initial acknowledgement or suggest relevant knowledge base articles (LLM) -> HITL for complex cases. Potential Agents: Support Desk API, LLM Agent, Routing Logic Agent, KB Search Agent, HITL.

8. Content Creation & Research Assistance

Assist with research and drafting content for blogs, social media, etc.

Workflow: Input topic/brief -> Agent researches topic (Web Search Agent, Academic Search API) -> Generate outline (LLM) -> Draft initial content (LLM) -> Find relevant stock images/videos (Image/Video API Agent) -> User reviews/edits (HITL). Potential Agents: Web Search, Academic Search API, LLM Agent, Image/Video API, HITL.

9. Project Status Aggregation & Reporting

Automate the collection of information for project status updates.

Workflow: Trigger (Scheduled) -> Fetch updates from Task Mgmt API (Jira, Asana - completed tasks, blockers) -> Fetch recent commits (Git Agent) -> Scan relevant Slack channels for updates -> Summarize progress & issues (LLM) -> Draft status report -> HITL review. Potential Agents: Task Mgmt API, Git Agent, Slack API Agent, Summarizer/LLM, HITL.

10. Resume Screening & Candidate Matching

Automate initial screening of job applicants.

Workflow: Fetch new applications/resumes (ATS API or Email Attachment Agent) -> Parse resume (PDF Parser/OCR Agent) -> Extract skills, experience, education (NLP/LLM) -> Match against job description criteria -> Rank/Score candidates -> Flag top candidates in ATS or report. Potential Agents: ATS API/Email Agent, Parser/OCR, NLP/LLM, Logic/Scoring Agent, ATS Update Agent.

11. Employee Onboarding Task Orchestration

Coordinate tasks across departments for new hires.

Workflow: Trigger on New Hire event (HRIS API or manual trigger) -> Create IT setup ticket (ITSM API) -> Assign HR paperwork tasks (HRIS/Task Mgmt API) -> Schedule intro meetings (Calendar API) -> Send welcome email -> Track task completion. Potential Agents: HRIS API, ITSM API (Jira Service Desk, ServiceNow), Task Mgmt API, Calendar API, Email Agent, Workflow Tracker.

12. Sales Outreach Personalization Research

Gather information to personalize sales communication.

Workflow: Input prospect name/company -> Agent searches LinkedIn (API/Scraper - check ToS), company website, recent news -> Extract key info (role changes, company news, shared connections, stated interests) -> Generate personalized snippets/talking points (LLM) -> Add to CRM notes (CRM API). Potential Agents: Web Scraper/LinkedIn API, News API, LLM Agent, CRM API.

13. Internal Knowledge Base Q&A Bot

Provide employees with an AI assistant for internal documentation.

Workflow: Index internal documents (Confluence, Google Drive, SharePoint - requires API access & parsing) -> Provide chat interface -> User asks question -> Agent searches indexed docs (Vector DB Search) -> Generate answer based on retrieved context (LLM - RAG pattern) -> Cite sources. Potential Agents: Document API/Parser, Indexing Agent, Vector DB Agent, LLM Agent (RAG), Chat Interface Agent.

14. Competitive Feature Monitoring & Analysis

Track competitor product developments.

Workflow: Monitor competitor websites, blogs, release notes, app store updates (Web Scraper/API) -> Identify new feature announcements -> Summarize new features (LLM) -> Optionally compare against own product roadmap/features -> Generate alert/report. Potential Agents: Web Scraper, App Store API, Summarizer/LLM, Comparison Logic Agent, Notifier.

15. Social Media Trend & Sentiment Analysis

Monitor social media for industry trends and brand sentiment.

Workflow: Monitor specific hashtags, keywords, or brand mentions (Social Media API) -> Analyze sentiment of posts (Sentiment Analysis Agent/LLM) -> Identify emerging topics/themes (Topic Modeling Agent/LLM) -> Generate periodic trend/sentiment report. Potential Agents: Social Media API, Sentiment Analyzer, Topic Modeler/LLM, Report Generator.

16. Automated Data Entry from Documents

Extract structured data from unstructured documents like invoices or forms.

Workflow: Receive document (Email Attachment, Upload) -> Use Vision/OCR Agent to extract text -> Use LLM/Rule-based Agent to identify and extract specific fields (Invoice #, Amount, Date) -> Validate data (Logic Agent) -> Input data into target system (Spreadsheet API, DB Agent, ERP API). Potential Agents: Vision/OCR Agent, LLM/Rule Agent, Logic Agent, Spreadsheet/DB/ERP API Agent.

17. Compliance Keyword Monitoring

Scan communications or documents for potential compliance issues.

Workflow: Monitor sources (Email API, Shared Drive API, Chat API - requires permissions) -> Scan content for predefined keywords or patterns related to compliance policies -> Flag potential issues -> Route flagged items for human review (HITL/Notification). Potential Agents: Email API, File API, Chat API, Keyword/Pattern Matching Agent, Notifier, HITL.