Meeting agenda distribution and minute archiving

Purpose

1. Automate the scheduling and distribution of meeting agendas to participants, ensuring all relevant parties receive materials in advance.

2. Automatedly capture, archive, and distribute meeting minutes for administration, compliance, historical record-keeping, and transparency within Greek Orthodox church operations.

3. Streamline compliance by automating document archiving and retrieval aligned with religious governance and legal requirements.

4. Automate notification workflows for follow-ups and tasks derived from meetings.

Trigger Conditions

1. Calendar event creation/meeting scheduled (manual or recurring).

2. Upload or finalization of agenda and/or meeting minutes.

3. End time or closure of a meeting session.

4. Amendments to agenda or meeting minutes files trigger automated redistribution and re-archiving.

Platform Variants

1. Microsoft Outlook Calendar

• Feature/Setting: Calendar event triggers automation for agenda/minutes; use Graph API to automate retrieval and distribution.
  

2. Microsoft Teams

• Feature/Setting: Automate Teams Channel message posting of agendas/minutes; configure Teams API, webhook posting.
  

3. Google Workspace (Calendar, Drive, Gmail)

• Feature/Setting: Calendar API triggers, Google Drive API for document storage, Gmail API for automated email distribution.
  

4. Zoom

• Feature/Setting: Meeting webhook triggers to automate the collection/archiving of agendas/minutes, distribute links post-meeting.
  

5. Slack

• Feature/Setting: Automated Slack message push with meeting details and attached agenda/minutes through Slack API/webhooks.
  

6. Dropbox

• Feature/Setting: Dropbox API automates archiving/minutes upload; automates shared links for distribution.
  

7. DocuSign

• Feature/Setting: Automate signatures for official minutes; trigger DocuSign API to collect, route, and archive signed documents.
  

8. Notion

• Feature/Setting: Notion API automates meeting notes/minutes creation and collaboration pages with templated workflows.
  

9. Trello

• Feature/Setting: Automate creation of Trello cards for action items/minutes using Trello API post-meeting.
  

10. Airtable

• Feature/Setting: Automate structured storage of agenda and minutes; Airtable API for retrieval and report automation.
  

11. Salesforce

• Feature/Setting: Automate recording of meetings in activity history; distribute agenda/minutes via Salesforce Flow and APIs.
  

12. Asana

• Feature/Setting: Asana API automates task assignment from action points in minutes, with agenda/minutes as attachments.
  

13. Evernote

• Feature/Setting: Evernote API automates archiving/organizing notes from meetings in tagged notebooks.
  

14. Zapier

• Feature/Setting: Multi-app automator; trigger chains for agenda distribution/minute archiving across platforms via Zaps.
  

15. Typeform

• Feature/Setting: Automate gathering pre-meeting agenda inputs via online forms; API pushes to document store/distribution queues.
  

16. OneDrive

• Feature/Setting: OneDrive API automates document saving/sharing of agendas and minutes in church-specific folders.
  

17. SendGrid

• Feature/Setting: Automated email distribution of agendas/minutes to contact lists using SendGrid API.
  

18. Twilio SMS

• Feature/Setting: Automate SMS invitations/distribution of agenda links/minutes using Twilio programmable messaging API.
  

19. Box

• Feature/Setting: Box API for compliance-based document archive automation; generate and distribute secure access links.
  

20. Monday.com

• Feature/Setting: Monday API automates board creation for scheduled meetings, uploads/minutes integration into workflow.
  

21. Google Docs

• Feature/Setting: Docs API automates creation, collaborative editing, and distribution of agendas/minutes documents.
  

22. SharePoint

• Feature/Setting: Automate centralized storage, permissioned sharing of all administrative documents via SharePoint APIs.
  

23. ClickUp

• Feature/Setting: Automate meeting action item creation, attach/automatically distribute agenda/minutes using ClickUp API.
  

24. Mailchimp

• Feature/Setting: Automated newsletter/email campaign creation for periodic distribution of meeting documents using Mailchimp API.
  

25. Pipedrive

• Feature/Setting: Automate meeting contact management; distribute minutes/agendas to segmented ministry lists through API.
  

Benefits

1. Automates repetitive manual meeting document tasks, freeing up administrative time.

2. Ensures automated, consistent, and timely compliance with record-keeping and agenda/minute distribution mandates.

3. Reduces human error and automates documentation traceability in church operations.

4. Automatedly integrates follow-ups and actions by linking agenda/minutes to task management systems.

5. Enhances transparency and engagement within the church community by automating communications.