Action Group
Meeting minutes workflow
Posted by Bert Kruisdijk,
Last update 3 months ago
Prepare and process meeting notes in combination with OmniFocus. Complete action group for:
1) Preparation for a meeting;
2) Linking TOC notes;
3) Check on Neatness;
4) Distribution options;
5) Task and decision processing in OmniFocus and MS Teams;
6) Archiving in Drafts 5 and DevonThink.
I have written a post about meeting processing, which you can find here
Included Actions
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🥵 Preparation for a meeting
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0a. Workspace selection
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0b. Prepare meeting notes in Drafts
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0c. New Note from Template
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0d. Meeting cheat sheet person
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0e. Meeting cheat sheet project
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🔗 Linking to TOC and projects
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1a. Create TOC out of Draft
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1b. Insert Link to other Draft
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1c. Follow inserted back links
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🧹 Neatness
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2a. Preview
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2b. Make Markdown Line Breaks
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🚚 Distribute notes
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3a. Mail meeting minutes
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3b. Mail to PA for processing
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3c. Notes on ON
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3d. Print/PDF export
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☑️ 🔨Tasks & Decisions
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4a. OmniFocus tasks with link-back
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4b. Decision log tasks with link-back
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4C. MS Teams board
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🗂 Archive
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5a. Send to DEVONthink
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5b. Archive Draft
Items available in the Drafts Directory are uploaded by community members. Use appropriate caution reviewing downloaded items before use.
