Home Assistant Blueprint: Conversation agent Agenda Notification

notify_agent_agenda.yaml

---
blueprint:
  name: Conversation agent Agenda Notification
  description:
    Conversation agent generates a notification based on the upcoming calendar
    agenda, location, and weather information.
  domain: automation
  input:
    notify_time:
      name: Notification time
      description: Time the automation is triggered to send the notification.
      selector:
        time: {}
      default: 07:00:00
    notify_service:
      name: Notify service name
      description:
        The name of the notify service where the notification should be
        sent.
      selector:
        text: {}
      default: notify.notify
    notify_target:
      name: Notify target
      description: The target of the notify service.
      selector:
        text: {}
      default:
    calendar_entity:
      name: Calendar
      description: The calendar entity to use for finding upcoming calendar events.
      selector:
        entity:
          multiple: false
          filter:
            - domain:
                - calendar
    calendar_duration:
      name: Calendar Event duration
      description: How many hours ahead to look for upcoming calendar events.
      selector:
        duration:
      default:
        hours: 18
    weather_entity:
      name: Weather Entity
      description: The weather entity to use for upcoming weather forecast.
      selector:
        entity:
          multiple: false
          filter:
            - domain:
                - weather
    zone_entity:
      name: Home Zone Entity
      description:
        The zone entity to use to determine approximate location for understanding
        typical weather.
      selector:
        entity:
          multiple: false
          filter:
            - domain:
                - zone
    conversation_agent:
      name: Conversation Agent
      selector:
        conversation_agent:
    prompt:
      name: Conversation Agent Prompt
      selector:
        text:
          multiline: true
          type: text
      default: |-
        Please generate text for a notification that will be sent to the users
        smartphone with helpful information.

        You are a helpful personal agent that generates text for the user:
        - Your answers are helpful, friendly, warm, insightful.
        - Your answers are not technical, and do not include Home Assistant internal details such as entities in responses.
        - Your messages help the user prepare for their day, for example:
          - Making note of unusual weather for the location and time of year (but not mundane details like "0% chance of precipitation")
          - How much time remaining until their first meeting
          - Anything that may be special or unique, such as celebrating a birthday

trigger:
  platform: time
  at: !input notify_time

action:
  - variables:
      weather_entity: !input weather_entity
      calendar_entity: !input calendar_entity
      zone_entity: !input zone_entity
      calendar_duration: !input calendar_duration
      prompt: !input prompt
  - alias: Fetch Weather Forecast
    service: weather.get_forecasts
    data:
      type: hourly
    target:
      entity_id:
        - "{{ weather_entity }}"
    response_variable: daily_forecast
  - variables:
      forecast_entity: "{{ daily_forecast[weather_entity] }}"
      forecast: "{{ forecast_entity.forecast[0] }}"
  - alias: Fetch Calendar Agenda
    service: calendar.get_events
    data:
      duration: !input calendar_duration
    target:
      entity_id: !input calendar_entity
    response_variable: events_response
  - alias: "Conversation Agent Notification Text"
    service: conversation.process
    data:
      text: |-
        Time: {{ now().strftime("%A %B %d %H:%M %p") }}
        {%- if weather_entity is defined %}
        {%- set temperature_unit = state_attr(weather_entity, 'temperature_unit') -%}
        Forecast: {{ forecast.condition }} ({{ forecast.temperature }}{{ temperature_unit }}, {{ forecast.precipitation }}% precipitation)
        {%- endif %}

        Calendar "{{ state_attr(calendar_entity, 'friendly_name') }}" events for the next {{ calendar_duration.hours }}:
        {%- set agenda = (events_response | items | first)[1] %}
        {%- if agenda.events %}
          {%- for event in agenda.events %}
          - Summary: {{ event.summary }}
            Start-End: {% if event.start is defined %}{{ event.start }} to {{ event.end }}{% else %}All Day{% endif %}
            {%- if event.description is defined %}
            Description: {{ event.description }}
            {% endif -%}
            {%- if event.location is defined %}
              Location: {{ event.location }}
            {% endif -%}
          {%- endfor %}
        {%- else %}
          - No upcoming events.
        {%- endif %}

        {{ prompt }}
      agent_id: !input conversation_agent
    response_variable: agent
  - alias: "Send notification"
    service: !input notify_service
    data:
      target: !input notify_target
      title: "{{ now().strftime('%A') }} Agenda"
      message: "{{ agent.response.speech.plain.speech }}"

This is perfect, thank you for sharing!

Hello @Progaros thanks for shaing your multi-calandar and and todo-list blueprint. I'm using your version but had a question: is there a way to avoivd messages like this?

      * Your "Anto's list" tasks for the day include [list specific tasks here].

      * Your "General to-do" tasks for the day are [list specific tasks here].

      * Your "Work to-do" tasks for the day are [list specific tasks here].

I'm not sure if its because I don't have anything on the to-do list. Maybe its and if-then could be added so that it does not read to the to-do list if its empty?

thanks

really cool blueprint! i added multiple calendars, tasks, output language & user name:

blueprint:
  name: Daily Conversation Agent Agenda Notification
  description: |
    Conversation agent generates a personalized notification based on the
    upcoming calendar agenda, tasks, birthday reminders, location, and weather information in your language.
  domain: automation
  input:
    language:
      name: Language
      description: Language of Assistant Response
      selector:
        language:
      default: "en"
    user:
      name: User
      description: User who is being addressed
      selector:
        entity:
          multiple: false
          filter:
            domain:
              - person
    notify_time:
      name: Notification time
      description: Time the automation is triggered to send the notification.
      selector:
        time: {}
      default: 07:00:00
    notify_service:
      name: Notify service name
      description: The name of the notify service where the notification should be sent.
      selector:
        text: {}
      default: notify.notify
    notify_target:
      name: Notify target
      description: The target of the notify service.
      selector:
        text: {}
      default:
    task_entities:
      name: Tasks
      description: The tasks entities to use for finding upcoming todos.
      selector:
        entity:
          multiple: true
          filter:
            domain:
              - todo
    calendar_entities:
      name: Calendar
      description: The calendar entities to use for finding upcoming calendar events.
      selector:
        entity:
          multiple: true
          filter:
            domain:
              - calendar
    calendar_duration:
      name: Calendar Event duration
      description: How many hours ahead to look for upcoming calendar events.
      selector:
        duration:
      default:
        hours: 18
    birthday_calendar:
      name: Birthday Calendar
      description: The calendar entity to use for finding upcoming birthdays.
      selector:
        entity:
          multiple: false
          filter:
            domain:
              - calendar
    birthday_duration:
      name: Birthday Reminder duration
      description: How many days ahead to look for upcoming birthdays.
      selector:
        duration:
          enable_day: true
      default:
        days: 7
    weather_entity:
      name: Weather Entity
      description: The weather entity to use for upcoming weather forecast.
      selector:
        entity:
          multiple: false
          filter:
            domain:
              - weather
    zone_entity:
      name: Home Zone Entity
      description: The zone entity to use to determine approximate location for understanding typical weather.
      selector:
        entity:
          multiple: false
          filter:
            domain:
              - zone
    conversation_agent:
      name: Conversation Agent
      selector:
        conversation_agent:
    user_prompt_task:
      name: Conversation Agent Task
      selector:
        text:
          multiline: true
          type: text
      default: |-
        Please generate a short text (~100 words, no newlines) for a notification for an android smartphone with helpful information.

trigger:
  platform: time
  at: !input notify_time

action:
  - variables:
      language: !input language
      user: !input user
      weather_entity: !input weather_entity
      task_entities: !input task_entities
      calendar_entities: !input calendar_entities
      zone_entity: !input zone_entity
      calendar_duration: !input calendar_duration
      birthday_calendar: !input birthday_calendar
      birthday_duration: !input birthday_duration
      user_prompt_task: !input user_prompt_task
  - alias: Fetch Tasks
    service: todo.get_items
    data:
      status:
        - needs_action
    target:
      entity_id: !input task_entities
    response_variable: tasks_responses
  - alias: Fetch Calendar Agenda
    service: calendar.get_events
    data:
      duration: !input calendar_duration
    target:
      entity_id: !input calendar_entities
    response_variable: events_responses
  - alias: Fetch Birthday Calendar
    service: calendar.get_events
    data:
      duration: !input birthday_duration
    target:
      entity_id: !input birthday_calendar
    response_variable: birthday_responses
  - alias: Get Weather Forecast
    service: weather.get_forecasts
    data:
      type: daily
    target:
      entity_id: !input weather_entity
    response_variable: weekly_weather_forecast
  - alias: "Prepare Prompt"
    variables:
      prompt: |-


        # You are a helpful personal agent that generates notifications for the user:

        - You should respond in the RFC 5646 language: "{{language}}"
        - Your answers are helpful, friendly, warm, insightful.
        - Your answers are not technical, and do not include Home Assistant internal details such as entities in responses.
        - Your messages help the user prepare for their day, for example:
        - Making note of unusual weather for the location and time of year (but not mundane details like "0% chance of precipitation"). 
        - Do not tell the user his location or the current time.
        - How much time remaining until their first meeting
        - Anything that may be special or unique, such as celebrating a birthday (but not that there are no birthdays)

        # Information to include in the notification:

        Name of User: {{ state_attr(user, "friendly_name") }}

        Time: {{ now().time().isoformat('minutes') }}

        {%- if zone_entity is defined %}
        Latitude: {{ state_attr(zone_entity, 'latitude') | round(1) }}
        Longitude: {{ state_attr(zone_entity, 'longitude') | round(1) }}
        {% endif %}

        {%- if weather_entity is defined %}
        {%- set temperature_unit = state_attr(weather_entity, 'temperature_unit') -%}
        {%- set todays_forecast = weekly_weather_forecast[weather_entity]['forecast'][0] %}
        Weather: {{ todays_forecast.condition }} ({{ todays_forecast.temperature }}{{ temperature_unit }}, {{ todays_forecast.precipitation }}% precipitation)
        {%- endif %}

        # Tasks Lists:
        {%- for task_entity in task_entities %}
          Upcoming tasks for today on list "{{ state_attr(task_entity, 'friendly_name') }}":
          {%- set tasks = tasks_responses[task_entities[loop.index0]] %}
          {%- for task in tasks['items'] %}
          {%- if 'due' in task and now().date() == as_datetime(task.due, "2222-11-11").date() %}
          - {{task['summary']}}
          {%- endif %}
          {%- endfor %}
        {%- endfor %}

        # Calendar Events:
        {%- for calendar_entity in calendar_entities %}
          Calendar "{{ state_attr(calendar_entity, 'friendly_name') }}" events for the next {{ calendar_duration.hours }} hours:
          {%- set agenda = events_responses[calendar_entities[loop.index0]] %}
          {%- if "events" in agenda and agenda.events %}
            {%- for event in agenda.events %}
            - Summary: {{ event.summary }}
              Start-End: {% if event.start is defined %}{{ event.start }} to {{ event.end }}{% else %}All Day{% endif %}
              {%- if event.descripton is defined %}
              Descripton: {{ event.descripton }}
              {% endif -%}
              {%- if event.location is defined %}
                Location: {{ event.location }}
              {% endif -%}
            {%- endfor %}
          {%- else %}
            - No upcoming events.
          {%- endif %}
        {%- endfor %}

        # Upcoming birthdays:
        {%- set birthdays = birthday_responses[birthday_calendar] %}
        {%- if "events" in birthdays and birthdays.events %}
          {%- for event in birthdays.events %}
          - Birthday Reminder: {{ event.summary }} on {{ event.start }}
          {%- endfor %}
        {%- else %}
          - No upcoming birthdays.
        {%- endif %}

        # Task:

        {{ user_prompt_task }}
  - alias: "Conversation Agent Notification Text"
    service: conversation.process
    data:
      text: "{{ prompt }}"
      agent_id: !input conversation_agent
    response_variable: agent
  - alias: "Send notification"
    service: !input notify_service
    data:
      target: !input notify_target
      title: "{{ now().strftime('%A') }} Agenda"
      message: "{{ agent.response.speech.plain.speech }}"

updated for HA 2024.4 - thanks @chlaa

added tasks

Should be improved here @Anto79-ops :)

Let me know if works for you, otherwise I'll use your if-then solution

thanks! I ended up using this for the task generation. This defines those with no due date, and with a due date, and no task and for each task list:

        # Tasks Lists:
        {%- for task_entity in task_entities %}
          Upcoming tasks for today on list "{{ state_attr(task_entity, 'friendly_name') }}":
          {%- for task in tasks_responses[task_entity]['items'] | selectattr('due', 'defined') | selectattr('due', 'eq', now().date() | string) | map(attribute='summary') | list or ['No Tasks'] %}
          - {{ task }}
          {%- endfor %}
          Upcoming tasks with no due date:
          {%- for task in tasks_responses[task_entity]['items'] | selectattr('due', 'undefined') | map(attribute='summary') | list or ['No Tasks'] %}
          - {{ task }}
          {%- endfor %}
        {%- endfor %}

and added this to the prompt

Do not mention tasks if No Tasks are listed.