How Workmate Decides When to Schedule
Last updated: March 16, 2026
When coordinating a meeting, Workmate evaluates several signals to determine the best available time.
Rather than relying on a single rule, the assistant combines information from your email, your calendar availability, and the scheduling settings you have configured.
The goal is to identify time slots that both match your request and respect your scheduling preferences.
Factors Workmate Considers
When choosing possible meeting times, Workmate evaluates the following factors:
1. Instructions in Your Email
Workmate first analyzes the request written in the email.
For example:
“Next Tuesday afternoon”
“Sometime later this week”
“Early next month”
These instructions act as the primary constraint that defines the general timeframe for scheduling.
2. Calendar Availability
Workmate checks the connected calendars marked as Busy Calendars to determine when you are free.
It will not propose time slots when you are marked as:
Busy
Tentative
Out of office
This ensures suggested times reflect your real availability.
3. Work Hours and Schedule Settings
Your configured Work Hours, Exceptions, and Preferred Meeting Times define when meetings are generally allowed to occur.
For example, Workmate will respect:
Your defined workday (e.g., 9am–6pm)
Travel or out-of-office exceptions
Time windows you prefer for meetings
These settings act as guardrails for scheduling.
4. Meeting Types and Code Words
If the email contains a code word linked to a Meeting Type, Workmate applies that meeting type’s settings instead of the default ones.
This may affect:
Meeting duration
Preferred location
Scheduling lead time
When the meeting can occur
For example, mentioning “dinner” might trigger a meeting type configured for evening meetings.
5. Scheduling Preferences
Workmate also evaluates any Scheduling Preferences you have configured.
These preferences act as behavioral rules that guide how meetings are placed in your calendar.
Examples include:
Group meetings back-to-back
Avoid late evening meetings
Prioritize certain participants
Add buffers between meetings
How These Rules Work Together
Workmate combines all of these inputs to identify the most appropriate time slots.
In general, the decision flow looks like this:
Interpret the timeframe requested in the email
Check calendar availability
Apply work hours and schedule settings
Apply any meeting type or code word rules
Refine options using scheduling preferences
The result is a set of meeting times that respect both the request and your configured scheduling behavior.