IP Library Granted Patent US 12695638
Granted Patent B2
US 12695638 · App. 17/543,699 · Granted Jul 28, 2026

Outstanding requests related to an upcoming meeting

Inventors: J. Kris Fox (Arroyo Grande, CA); Steighton Haley (San Francisco, CA); Alexander Oscherov (Danville, CA)
Assignee: Salesforce, Inc.
H04L12/1818H04L51/212
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Quick Facts
Patent No.
US 12695638
App. No.
17/543,699
Granted
Jul 28, 2026
Kind
B2
Abstract

A method for meeting management that includes receiving an indicator of a user access of a meeting digest of a meeting, filtering communications of the user to identify communications received from a participant of the meeting, identifying at least one outstanding request from the participant or at least one unanswered communication from the participant, and generating a task for the meeting digest for the identified at least one outstanding request or the identified at least one unanswered communication.

Claims (49)

1 . A method comprising:

receiving an indicator of a user access of a meeting digest of a meeting;

responsive to receiving the indicator of the user access,

filtering emails of the user only, to identify emails received from one or more participants of the meeting;

identifying, from the filtered emails, at least one outstanding request from a participant of the one or more participants or at least one unanswered email from the participant; and

generating a task to be displayed on the meeting digest for the identified at least one outstanding request or the identified at least one unanswered email;

receiving a selection of the task from a set of tasks within the meeting digest by the user;

based on the selection, identifying a most recent email from the filtered emails of the user and initiating an email composer for the user to create an email response to include one or more requested items responsive to the most recent email; and

clearing the task from the set of tasks within the meeting digest upon determining that the created email response has included the requested one or more items.

2 . The method of claim 1 , wherein identifying the at least one outstanding request further comprising:

applying a machine learning model trained with communications containing requests to the filtered emails of the user.

3 . The method of claim 1 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails received from the participant where the participant is external to an organization of the user.

4 . The method of claim 1 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails received from the participant where the participant has a specified role in an organization of the participant.

5 . The method of claim 1 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails mentioning the meeting or sharing a subject of the meeting.

6 . A non-transitory machine-readable storage medium that provides instructions that, if executed by a set of one or more processors, are configurable to cause the set of one or more processors to perform operations comprising:

receiving an indicator of a user access of a meeting digest of a meeting;

responsive to receiving the indicator of the user access,

filtering emails of the user only, to identify emails received from one or more participants of the meeting;

identifying, from the filtered emails, at least one outstanding request from a participant of the one or more participants or at least one unanswered email from the participant; and

generating a task to be displayed on the meeting digest for the identified at least one outstanding request or the identified at least one unanswered email;

receiving a selection of the task from a set of tasks within the meeting digest by the user;

based on the selection, identifying a most recent email from the filtered emails of the user and initiating an email composer for the user to create an email response to include one or more requested items responsive to the most recent email; and

clearing the task from the set of tasks within the meeting digest upon determining that the created email response has included the requested one or more items.

7 . The non-transitory machine-readable medium of claim 6 , wherein identifying the at least one outstanding request further comprising:

applying a machine learning model trained with emails containing requests to the filtered emails of the user.

8 . The non-transitory machine-readable medium of claim 6 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails received from the participant where the participant is external to an organization of the user.

9 . The non-transitory machine-readable medium of claim 6 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails received from the participant where the participant has a specified role in an organization of the participant.

10 . The non-transitory machine-readable medium of claim 6 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails mentioning the meeting or sharing a subject of the meeting.

11 . An apparatus comprising: a set of one or more processors; and

a non-transitory machine-readable storage medium that provides instructions that, if executed by the set of one or more processors, are configurable to cause the apparatus to perform operations comprising,

receiving an indicator of a user access of a meeting digest of a meeting,

responsive to receiving the indicator of the user access, filtering emails of the user only, to identify emails received from one or more participants of the meeting, identifying, from the filtered emails, at least one outstanding request from a participant of the one or more participants or at least one unanswered email from the participant, and generating a task to be displayed on the meeting digest for the identified at least one outstanding request or the identified at least one unanswered email,

receiving a selection of the task from a set of tasks within the meeting digest by the user,

based on the selection, identifying a most recent email from the filtered emails of the user and initiating an email composer for the user to create an email response to include one or more requested items responsive to the most recent email, and

clearing the task from the set of tasks within the meeting digest upon determining that the created email response has included the requested one or more items.

12 . The apparatus of claim 11 , wherein identifying the at least one outstanding request further comprising:

applying a machine learning model trained with emails containing requests to the filtered emails of the user.

13 . The apparatus of claim 11 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails received from the participant where the participant is external to an organization of the user.

14 . The apparatus of claim 11 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails received from the participant where the participant has a specified role in an organization of the participant.

15 . The apparatus of claim 11 , wherein filtering emails of the user further comprising:

filtering the emails of the user to identify emails mentioning the meeting or sharing a subject of the meeting.