Meeting Minutes Flow

[Anonymous]

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?

[v-litu-msft · Accepted solution]

Hi @Anonymous,

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.

[Anonymous]

I had a similar idea. I created a MS Form as a meeting agenda/minutes document. The issue I'm having is on the automation side. The MS Forms connector doesn't have nearly as much functionality as I would like. Our meetings run like this:

1. Attendance

2. Go over previous meetings action items then mark done or in progress

3. Go over our scorecard (metrics)

4. Review new discussion topics and come up with assigned action items to be completed by the next meeting.

In its current state the MS Forms connector doesn't let me access the question content of the form only the response content. Since I'm using the "question" section to identify the name of the person assigned the to do, this is a real limiting factor for my use case. Any helpful hints to get more usability out of the MS Forms connector in power automate?