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Meetings
Note: It is important to have a standard naming convention for client meetings in order to extract the client name from the Event Summary. In my example, I've used the format "Client Name | Coda - Meeting Type". This way, I am able to use a formula to split out the company name.
Events
Event
Summary
Start
End
Attendees
Split Client
Client
Split Meeting Type
Meeting Type
Acme Corp | Coda - Check In
Acme Corp | Coda - Check In
Tue, Jun 8, 10:00 AM
6/8/2021, 10:30 AM
[ ]
Acme Corp
Acme Corp
Check In
Check In
Wayne Enterprises | Coda - Doc Build
Wayne Enterprises | Coda - Doc Build
Tue, Jun 15, 10:00 AM
6/15/2021, 11:00 AM
[ ]
Wayne Enterprises
Wayne Enterprises
Doc Build
Doc Build
Stark Industries | Coda - Training
Stark Industries | Coda - Training
Thu, Jun 17, 11:00 AM
6/17/2021, 12:00 PM
[ ]
Stark Industries
Stark Industries
Training
Training
Acme Corp | Coda - Doc Optimization
Acme Corp | Coda - Doc Optimization
Mon, Jun 21, 10:00 AM
6/21/2021, 11:00 AM
[ ]
Acme Corp
Acme Corp
Doc Optimization
Doc Optimization
Wayne Enterprises | Coda - Check In
Wayne Enterprises | Coda - Check In
Thu, Jun 24, 11:00 AM
6/24/2021, 11:30 AM
[ ]
Wayne Enterprises
Wayne Enterprises
Check In
Check In
Stark Industries | Coda - Training
Stark Industries | Coda - Training
Thu, Jun 24, 12:00 PM
6/24/2021, 1:00 PM
[ ]
Stark Industries
Stark Industries
Training
Training
Stark Industries | Coda - Check In
Stark Industries | Coda - Check In
Fri, Jun 25, 11:00 AM
6/25/2021, 11:30 AM
[ ]
Stark Industries
Stark Industries
Check In
Check In
There are no rows in this table
Meeting Type
Type
Check In
Doc Build
Doc Optimization
Training
There are no rows in this table
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