Setup
Highlights Setup
How the Highlight Setup works
Automations from Meeting Schedule Setup
An automation adds new rows for each person’s highlights 1 day before the meeting is scheduled. Once they are added the Within 7 days of meeting selector? box is checked so they FormulaMap automation stops running.
Adding new people
When someone joins your team, add them to the Roster Setup table so they have rows added in the Highlights table.
Highlights
Type
Created By
Date
Highlight
Within 7 days of meeting selector?
Within 7 days of archive?
Personal
5/5/20
Great golf game!
Professional
5/5/20
Super great meeting!
Personal
5/5/20
Ran a super fast mile!
Professional
5/5/20
Progress on Q2 OKRs!
Personal
5/12/20
Something here!
Professional
5/12/20
Something else here!
Personal
5/19/20
Professional
5/19/20
Personal
5/26/20
Professional
5/26/20
There are no rows in this table
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