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Table of Contents

Agenda Item Request

This automation sends an email out to each board member to request any agenda items they want to discuss at the next meeting.

Trigger

  • Table: “Board Meeting”
  • Field: “Actions on Submit”
  • Is Exactly “Request Agenda Items”

Flow

For each BoardMeetingMembers where "Name" = BoardMeeting "Name" (from trigger):
     Create Record "Email"
     Run Script