Question: Building workflows/automations - Microsoft teams meetings notes > shared excel file

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Posted on 17 Mar 2023 14:20:47 by Community Power Pla...

Hello,

I'm attempting to build an automation for the following use case. Any help would be much appreciated!

I'm in sales. When I have a Microsoft teams call with a customer, I take notes in the "meeting notes" section of the call.

Every time they ask me a question about our product, I write down the question in the notes so that I can get back to them with the answer on our next call.

What I then do is copy and paste all of the questions, into a shared excel sheet, and paste the feedback into a template that is used by our entire sales team to track what sorts of questions we are receiving from customers.

Is there a way to build a workflow where with a click or two I can make the questions that I make paste directly into the excel sheet?