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Contributor ⭐️
August 22, 2024
New Idea

New Meeting to automatically populate meeting notes from previous Meeting

Related products:CS Timeline & Activity Tracking
  • August 22, 2024
  • 0 replies
  • 15 views

Use Case:
A Meeting Entry in Timeline is created by Syncing with Outlook. This meeting content is empty and can be populated with templated content using the "Notes" Template option. However, our workflow is to keep track of ongoing items during each meeting - frequency of the meeting is Weekly or Biweekly. It will be useful if the new Meeting entry created from the Outlook Calendar Integration can automatically pull the meeting content from the previous meeting entry from the C360 Customer Timeline meeting entries.

This will allow us to easily update/follow-up/keep track of items discussed in the previous meeting without us having to copy the content manually from the previous meeting each time.