Meeting Minutes, Actions and SharePoint Actions Lists

[DominicM]

I am interested to learn if the following requirement is possible?

I am working in a business where project meeting minutes are captured in a word document based upon a template, the finalised document is stored to a SharePoint document library that has versioning and content approval in operation.

As part of typical meeting protocols actions are identified and assigned to individuals engaged in the project. We are getting better at using SharePoint and how have Action lists that we can report in Power BI. Is there any way of recording an Action in a Word Document and having that Action automatically be added to the nominated Actions List?

At present post the meeting someone has to manually transpose the agreed actions into the relevant actions log. The actions need to be recorded in the meeting minutes as a matter of record so switching between the Action Log and the meeting minutes document during the meeting to update one or the other is not an option.With the growth of Flows, Power Apps and Power Automate it would be nice to have something that could be embedded into a document that automatically feeds into the appropriate actions log.

Am I being too ambitious in my expectations, we cannot be alone in how we operate at present?

[WarrenBelz]

Hi @DominicM ,

You may be possibly too ambitious.

The Word Online (Business) connector can do merges with templates, so you could type your meeting minutes in Power Apps and then produce a document afterwards. This however is a premium connector (requiring a per-user licence), but I imagine there would not be a lot of your people requiring it.

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[WarrenBelz]

Hi @DominicM ,

Just checking if you got the result you were looking for on this thread. Happy to help further if not.

Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.

[DPH]

Hello,

I am interested in the same kind of solution as Dominic. Would this be do-able?

I was thinking maybe it would be more interesting to see a meeting minutes as an power-app?

1. Meeting minutes is made in an power app.

2. When meeting is finish an button is clicked and a PDF-file of the meeting is generated.

3. Then all the actions in the agenda is pushed over to an sharepoint list?

Anyone done something like this?

[MXfitness]

This is exactly what I am looking for. I want to setup a Meeting Notes as a MS list form or Power App, and then in the process of writing the Meeting Notes, write the Task/Actions and assign it to responsible person. 

Then all Actions where ever and when ever there are identified, will end up in ONE Action Log, where I can via a Power BI dashboard make complete overview of all Action/Task. 

Perfect Scenario would be if the Assign to person get it in thier To Do list in Outlook 

[BubblyBlossom]

I am trying to work on this as well.  I am part of a committee where we have to have minutes approval and publish the meeting minutes.    We are also currently working with a terrible word document and would like to automate this process ASAP!  🙂