Administrative and Financial ProcessesPurpose
1.2. Standardize administrative documentation, prevent manual errors, and ensure all members receive timely updates.
1.3. Facilitate consistent meeting communication, attendance tracking, and follow-up task management.
1.4. Streamline workflows from agenda draft to post-meeting dissemination and storage.
1.5. Maintain comprehensive records for financial decisions, event planning, and compliance purposes.
Trigger Conditions
2.2. Completion of agenda draft by officer or committee head.
2.3. End of scheduled meeting time.
2.4. Upload of agenda/minutes to shared drive.
2.5. Approval action by designated admin.
2.6. Email or form submission indicating meeting minutes are finalized.
Platform Variants
• Feature: Event scheduled webhook to initiate workflow.
• Configure: Calendar API – watchEvents trigger.
3.2. Gmail
• Feature: Automated email distribution to group.
• Configure: Gmail API – send endpoint for agenda or minutes.
3.3. Microsoft Outlook
• Feature: Outlook Calendar new event trigger to start automation.
• Configure: Outlook calendar webhook subscription.
3.4. Microsoft Teams
• Feature: Post agenda/minutes in Teams channel.
• Configure: Teams Graph API – channelMessages endpoint.
3.5. Slack
• Feature: Notify channel or DM meeting files.
• Configure: chat.postMessage plus files.upload methods.
3.6. Trello
• Feature: Create agenda card or checklist per meeting.
• Configure: Cards API – POST card or checklist creation.
3.7. Asana
• Feature: New task for agenda/minutes review and acknowledgment.
• Configure: Tasks API – createTask event.
3.8. Notion
• Feature: Auto-generate and log agenda/minutes databases.
• Configure: Pages endpoint – create new record.
3.9. Google Drive
• Feature: Store and share agenda/minutes docs with group.
• Configure: Drive API – files.create and permissions.update.
3.10. Dropbox
• Feature: Sync finalized documents to club folder.
• Configure: files/upload endpoint.
3.11. Evernote
• Feature: Store and categorize meeting notes.
• Configure: NoteStore.createNote API.
3.12. Zoho Mail
• Feature: Group email distribution with attachments.
• Configure: Mail API – sendMail operation.
3.13. Discord
• Feature: Send agenda/minutes in #admin or member channels.
• Configure: Webhook POST message.
3.14. Mailchimp
• Feature: Batch email agenda/minutes to all club members.
• Configure: Campaigns/Send API.
3.15. SendGrid
• Feature: Trigger transactional email for meeting documentation.
• Configure: Mail Send API call.
3.16. Airtable
• Feature: Log meetings, agenda, and attendance sheets.
• Configure: Records API – create or update record.
3.17. Monday.com
• Feature: Automated agenda item tracking and follow-ups.
• Configure: Items API – create item on board.
3.18. Basecamp
• Feature: Post agenda/minutes as message or document.
• Configure: Message Board API – createMessage.
3.19. Zoom
• Feature: Generate and store meeting transcript/minutes from recording.
• Configure: Recording.completed webhook, download transcript.
3.20. HubSpot
• Feature: Email agenda/minutes and log engagement.
• Configure: Marketing Email API – send transactional message.
3.21. ClickUp
• Feature: Automated task for review/action on minutes.
• Configure: Tasks API – create task on space/folder.
3.22. Box
• Feature: Store meeting agenda/minutes PDFs in secured folders.
• Configure: Upload API – files/upload.
3.23. DocuSign
• Feature: Obtain e-signatures for approved minutes.
• Configure: Envelopes:create, send for signature.
Benefits
4.2. Reduces administrative burden and risk of human error.
4.3. Ensures legal and compliance readiness for financial and event-related decisions.
4.4. Creates a structured, easy-to-search archive for all club governance activities.
4.5. Enhances member engagement and transparency by automating communication flows.