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?
