In a previous post, I wrote about my iOS Shortcut that connects Agenda to OmniFocus. With thanks to everyone for their questions, I wanted to follow up with some additional details around how I use the Shortcut and what my workflow is like.
This is all surrounding the fact that I attend a lot of meetings, so the goals here are to:
- set myself up to take good meeting notes
- store these notes for later reference
- peel out and handle the actions arising from the meeting
- share all of the above with the other attendees
This sounds like a lot, but this is why automation is awesome.
I’ll start off by making a new note in Agenda and linking it to the appropriate meeting in my calendar. This brings over text from the event that might be relevant, and also gives the note a temporal assignment (my favourite part of Agenda is how things get dated by when they happen, and not necessarily when they are created/edited).
During the meeting, I take notes as bullets, and identify actions as checklist items:
At the end of the meeting, I use the Share function to send the Markdown (this is a premium feature of Agenda) to my Process Meeting Notes iOS Shortcut.
This does a couple of things:
- It creates a project in OmniFocus called “Complete Actions from ”, including each action in the note and an additional flagged action (
Review these actions for contexts, due and defer dates, or other needs) to draw my attention to the project:
- It starts an email to whomever I like, using the title of the note prefaced by “[NOTES]:” as the subject line. The body of the email is the notes but with action items (and completed actions) grouped under a heading:
This workflow is a massive timesaver for me, and also helps me to manage commitments with others, while also helping others to also be aware of how I perceive both their commitments and my own.
Also, I meet all four of those goals with one note and one Shortcut. Not shabby.