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daniellevega
Regular Visitor

Meeting Minutes Flow

Hello! I wanted to know how to build a flow that captures meeting minutes.

I wanted to have a form or some sort of place where I can input the names/emails of everyone who accepted an outlook meeting.

Then, I wanted flows to put that information in a template, and ask me to fill in the following items:

 

*Agenda 

*Notes

*Action items for next meeting - its important that I can assign roles at this stage

 

Then I want to click a button and have flows wrap it up in a pdf and email that to all meeting participants.

Finally, I want that email/pdf automatically uploaded to a sharepoint repository.

 

Would anyone have any helpful wisdom on how to do this?

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
v-litu-msft
Community Support
Community Support

Hi @daniellevega,

 

You could create an MS Form with serval questions, 

1. emails of everyone who accepted an outlook meeting

2. Agenda

3. Notes

4. Action items for the next meeting

5. Assign roles for question 4

 

Then append answers of question 2 - 5 into a Word template, about this part, you could refer to this video:

Microsoft Power Automate Tutorial - Microsoft Word Connector 

 

Then create a Send email action, append the question 1 that Emails of people who accepted an outlook meeting.

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-litu-msft
Community Support
Community Support

Hi @daniellevega,

 

You could create an MS Form with serval questions, 

1. emails of everyone who accepted an outlook meeting

2. Agenda

3. Notes

4. Action items for the next meeting

5. Assign roles for question 4

 

Then append answers of question 2 - 5 into a Word template, about this part, you could refer to this video:

Microsoft Power Automate Tutorial - Microsoft Word Connector 

 

Then create a Send email action, append the question 1 that Emails of people who accepted an outlook meeting.

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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