Who is this workflow for? Efficiently manage your meeting notes by automatically duplicating and renaming Google Files whenever specific events are created in Google Calendar. This workflow streamlines the preparation process, ensuring your notes are organized and readily available for each scheduled call..

What does this workflow do?

  • Trigger on New Event: The workflow initiates when a new event is created in Google Calendar.
  • Filter Specific Events: A Filter node selects events based on defined criteria, such as specific keywords in the title, organizer identity, or attendee list.
  • Locate Google Drive Folder: The workflow searches for a designated folder in Google Drive where the template file resides.
  • Find the Template File: It identifies the specific Google File that serves as the template to be duplicated.
  • Duplicate and Rename File: The workflow duplicates the template and renames it using variables from the calendar event, such as the candidate’s name and interview date.
  • Optional Enhancements: Extend the workflow to add the new file’s link to a shared team database, send notifications, or integrate with other tools like Notion.

🤖 Why Use This Automation Workflow?

  • Save Time: Automate the creation of structured notes templates, eliminating manual setup.
  • Ensure Consistency: Maintain uniform naming conventions and organization for all meeting documents.
  • Enhance Productivity: Seamlessly integrate with your existing tools to keep your workflow uninterrupted.

👨‍💻 Who is This Workflow For?

This workflow is ideal for professionals who frequently participate in calls and need to maintain organized notes, including:

  • Talent Acquisition Managers, Specialists, and Recruiters
  • HR Professionals
  • Sales and Customer Success Teams
  • Product Teams, UX Designers, and User Research Interviewers

🎯 Use Cases

  1. Recruitment Calls: Automatically generate a tailored interview template for each new candidate screening call.
  2. Sales Meetings: Create consistent meeting notes for every sales call, ensuring all team members have access to important information.
  3. User Research: Generate structured templates for each user interview, facilitating efficient data collection and analysis.

TL;DR

This automated workflow ensures that every new relevant event in Google Calendar triggers the creation of a properly named and organized Google File. By streamlining your note-taking process, you can focus more on your calls and less on administrative tasks, maintaining a well-structured archive of all your meeting documents.

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