Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template th
Daniel Steyn_6162 Posts: 19
edited July 2022 in Workflow Automation #1
Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template that one can insert into the notes section for accounts? Yes, it can probably be done in word and copied over, but I was hoping for a template for the notes section.
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited July 2022 #2
Hi @Daniel Steyn !
I would suggest creating an Automation that creates a note with your desired "template" fields whenever a new activity is created. Then all you have to do is fill in the template fields with the relevant information. This should make your life easier! 🚀
Trigger would be "Activity Created" and action would be "Update Activity Fields". See example below:https://community.pipedrive.com/user/daniel_steyn