Use cases
Catch up on a project
Bring related email threads into one event, separate decisions from open questions, and find the next response you need to make.
Use this workflow after time away from a project, before a review, or when several people are discussing the same work in different email threads. The goal is to understand where things stand and what needs your attention.
Example: three threads, one launch
In this illustrative campaign, the relevant messages are:
| Conversation | What the email says |
|---|---|
| Design partner | Version 3 of the creative is ready for final approval. |
| Agency | A draft channel schedule is attached; the agency needs the confirmed launch date. |
| Internal team | The launch date isn't final yet. |
Reading a single thread won't show all three dependencies. An event lets you follow that work together while keeping the original conversations available.
Gather the topic
Open Events and choose the existing campaign event. If the project isn't there, ask Chat to find the relevant email and organize it:
Gather my emails about the product launch campaign from the last month into one event, including the agency's channel schedule and creative approval conversations.
Use your actual project name, people, account, and timeframe. Older work may need an explicit mailbox search because the initial sync starts with recent email.
You can also start from Sources: choose Add event on an unlinked email, then review and send the prepared Chat request. Add event prepares the reference; it doesn't instantly create the event.
Ask where things stand
With the event open, request the distinctions that help you decide what to do:
Summarize what is decided, what is still open, and what needs my response. Link each item to its source email. If an owner or deadline isn't stated, say so rather than guessing.
For a larger event, narrow the request to a timeframe or a question such as creative approvals. Follow up on any item whose status is unclear.
What a useful summary could contain
For the demonstration messages above, a useful result would separate these items:
| Item | Current position | Next step to consider |
|---|---|---|
| Creative | Version 3 is ready for review; approval isn't confirmed. | Review the design email before confirming approval. |
| Channel schedule | The agency has shared a draft. | Check it against the launch timing. |
| Launch date | Still unconfirmed. | Resolve the date before promising it to the agency. |
This is an example of the information to look for, not an exact output format or a report from your mailbox. A useful answer points back to the relevant emails and leaves unknown facts unknown.
Review the details
Open the cited sources and check their latest messages.
Check whether a later email changed an earlier decision.
Review the event's to-dos, or use To do to see work across projects.
Choose the next action: make a decision, draft a reply, or ask a more focused question.
Bringing email into an event organizes it in Weaver. The original Gmail or Outlook threads remain separate. If you need to keep following the campaign, schedule a weekly update.