Ideas for how to automate distributing Meeting Agendas and Minutes ?
Hi, I am trying to create a meeting minutes template which both facilitates taking minutes against an agenda and also automates distribution of minutes to 'Attendees' when ready.
I am using multiple rows to list Agenda topics (under a parent Meeting Title line) and then logging the minutes for each topic in a neighboring column. The Attendees contact list is in child row #1.
Would anyone have an idea for how to send a chunk of rows to list of Attendees per meeting in an automated fashion? The idea being have a checkbox column for "Distribute Minutes" and send the correct rows to attendees when checked. The challenge is there isn't a way to group rows or for the automation to know which set of rows to send to same list of attendees...