Weekly Team Meeting Template
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Weekly Team Meeting Template
Setup

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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
3
Type
Created By
Date
Highlight
Within 7 days of meeting selector?
Within 7 days of archive?
1
Personal
KM
Kenny Mendes
5/5/20
Great golf game!
2
Professional
KM
Kenny Mendes
5/5/20
Super great meeting!
3
Personal
MV
Marie Vail
5/5/20
Ran a super fast mile!
4
Professional
MV
Marie Vail
5/5/20
Progress on Q2 OKRs!
5
Personal
MV
Marie Vail
5/12/20
Something here!
6
Professional
MV
Marie Vail
5/12/20
Something else here!
7
Personal
MV
Marie Vail
5/19/20
​
8
Professional
MV
Marie Vail
5/19/20
​
9
Personal
MV
Marie Vail
5/26/20
​
10
Professional
MV
Marie Vail
5/26/20
​
There are no rows in this table
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