Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template th

Daniel Steyn_6162
Daniel Steyn_6162 Posts: 20
edited July 27 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.

Answers

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 25 #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:

    image
    https://community.pipedrive.com/user/daniel_steyn

    5f2d40c44560a37e171a739a_17812.png