How can i create a detailed meeting report for my boss using board button?

Paul Tierney_wbrsf4

Each week me and my boss have a run through our operations board. We look at new task cards, and tasks in progress. I have them automating with labels and are all in correct lists.

Each week we go through each card and discuss them, i will add a comment into the card for what the discussion point was. If the card then becomes "in progress" i move it over.

What id like to do is have a board button called "email report" the idea is to click the button and it will send a summary of what weve changed during that meeting. Eg left a comment on particular card, created a new card, moved a card and finally an overview of how many remain to start and sit in the "in progress list".

Maybe its an activity report of anything in the last hour and a summary of the total cards etc.

 

Any help would be really appreciated.

Paul

Carolina Lopez_rbdu5v

Hi Paul!

There isn't a way to create a report with the cards modified in the last hour. However, I found a workaround that may help you achieve a similar result.

First, create a Custom Field to store the date of your weekly meeting. Then, create a card button to fill that Custom Field with the current date. Here's an example:

set date custom field "Weekly meeting" to now

When you discuss a card during the meeting, press that button.

After that, you can create a board button to create a report with the cards with the Custom Field set to a date this week. Add an action to create another report with the cards in the "In progress" list without that Custom Field set. Then, add an action to send the reports to your email address. You can use this automation as an example:

create a report in variable "weekly" with all cards with custom field "Weekly meeting" set to a date in this week using pattern "{cardname} - {cardlink} \n", create a report in variable "remaining" with all cards in list "List 1" without custom field "Weekly meeting" set using pattern "{cardname} - {cardlink} \n", and send an email notification to "email@email.com" with subject "Weekly meeting" and message "Discussed during meeting:\n\n{$weekly}\n\nRemaining cards in progress:\n\n{$remaining}"

I used these documents to create the reports:
Create and manage automations | Card Buttons
Create and manage automations | Board Buttons
Create email reports with Automation
Automation variables

Let me know if this helps!