Automatically link new meeting notes to task
Daniel Høiberg Lambrecht
In the planner i can add tasks to a meeting/event in the calendar. But the doc with the meeting notes are not automatically linked to that tasks afterwords. we need it to link automatically as the meeting notes will be specifically for those tasks. and as standard automations cannot be triggered by doc creations we cannot do this in any way?
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Alex Lashkov
Merged in a post:
Request automatic linking of AI Notetaker notes to originating task for calendar events
Vikram C
Please add a feature that automatically links the AI Notetaker meeting notes Doc to the ClickUp task that was used to create the corresponding calendar event. This would streamline meeting documentation and make it easier to find relevant notes directly from the task, improving workflow efficiency.
Currently, users have to manually copy and paste the Notetaker Doc link into the task. Automating this process would save time and reduce the risk of missing important meeting documentation.
K
Kyle Chittick
It's hard to understand why this isn't a thing already. The UX implies that it would already do this once you associate a task with the meeting.
Christian Gustafson
I like this idea! Our workflow is similar (but with Checklist items on the task the meeting is related to).related to the meeting