email-task-call-proposal

Email Task Call Proposal

This skill helps an assistant notice work in email, task, and calendar systems that needs an external follow-up. It chooses the least surprising channel available — an existing booking system, email, or phone — and creates a structured proposal for a human to review. It does not place a call while reading sources or drafting the proposal.

The intended host workflow is:

email/task/calendar evidence → channel proposal → human approval → follow-up → structured result

Use this skill when

• an email, task, or calendar event explicitly asks for a callback, confirmation, reschedule, availability check, or another bounded follow-up;
• a calendar event needs to be reorganized and the original booking channel is known or can be inferred from direct source evidence; and
• the recipient and an exact contact method are present in the source or a directly matched contact record.

Do not use this skill when

• the phone number or email address is missing, ambiguous, guessed, or found only in an unrelated contact record;
• the task can be completed safely by email, a draft, a calendar action, or a normal task update;
• the source does not establish why this recipient should be called;
• the user has not approved the proposal; or
• the call would require making a legal, medical, financial, purchasing, or other consequential decision on the user's behalf.

Channel selection

When a user asks to reorganize or reschedule an event, inspect how it was originally arranged before choosing a channel:

1. Check durable channel memory for the exact person/business and situation first. A specific memory such as "reschedule appointment → phone" overrides a general preference, but never apply a memory to a merely similar business.
2. Use the original booking system when the event contains a supported booking link or provider identifier.
3. Use email when the source thread or directly matched contact has an email address and the business normally handles changes there.
4. Use CALL-E when the business has no usable email or booking workflow, the source/contact has an explicit phone number, and the requested change can be stated as one bounded call goal. A phone-only salon or barber is a canonical example.
5. If more than one channel is plausible, present the choice in the proposal instead of silently trying several channels. Never create duplicate email and phone follow-ups for the same event without separate approval.