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Reminder to send follow up email post-meeting

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Posted on by SamDixey

Remembering to follow up after sales call and networking events is hard.

I’m looking to build a flow that sends myself a notification/email each morning, summarising the meetings from the previous day + reminding me to follow up and say thanks.

Has this been done or does anyone know how best to approach this?

thanks!

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Building flows

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MiPo 6 on at

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Hey @SamDixey.
Which app/ program do you use for documentation of your meetings?
Thats important to know because the flow needs to "find" them...

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SamDixey 6 on at

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Hi @MiPo ,

The meetings are in Microsoft Outlook (either in person or in Teams) - any notes are taken in Microsoft OneNote.

Thanks

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MiPo 6 on at

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OK.
You use your desktop OneNote or OneNote App in Sharepoint environment?
It think it´s possible to create a recurring flow, that´s connected to OneNote to create a task in ToDo, Planner or Outlook (what do you prefer?)
HOW do you store your Notes in OneNote? Could you maybe share a picture?
Flow can retrieve your OneNote Data but you need a specific identifier

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SamDixey 6 on at

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@MiPo Thanks for your interest and questions so far. I use OneNote saved in my business OneDrive location.

I’d prefer a reminder email in outlook for the time being (but a power automate notification could work - I have it on my phone).

hope that helps?

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MiPo 6 on at

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Hi SamDixey
(I´m sorry, picture is in German language :))
- You create a recurring task, scheduled as you want.
- Than you use OneNote action "Access page content" and take the OneNote Book and Page-IDs you want (maybe variabel)
-At last you use "Send e-mail notification". In "Text" you have to use dynamic content "body" from OneNote.
That worked for me.
It worked for me also with "create planner task".

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SamDixey 6 on at

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Thanks! Is there any way that it can amended to send a note of only the OneNote page that has been updated?

As i have many different pages within one NoteBook section - I'd want to ensure it sends me just the latest, updated page 🙂

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