1.Detects new form submission
Integrate FastField Mobile Forms and workflow triggers to detect a new meeting minutes submission and start the PDF generation flow.
Create meeting minutes PDF and distribute to stakeholders
Automatically capture new form submissions across FastField Mobile Forms, Google Sheets, Formatter by Zapier, Code by Zapier, CraftMyPDF.com, Google Drive, and ActiveCampaign Postmark. Create and distribute when meeting submission received, form submitted, or minutes request submittedβso you can generate minutes PDFs, store them in the right folder, and email stakeholder links without manual follow-up.
How this automation accelerates stakeholder follow-up
When new form submissions arrive without a repeatable process, minutes can be delayed and stakeholders miss same-day updates. This automation looks up client details and formats minutes, then creates a PDF, stores it in Drive, and emails stakeholder linksβso your team can follow up fast.
FastField Mobile Formsor swap with your favorite app
2.Looks up client record
Integrate Google Sheets and reporting metadata tools to look up the client record and logo to centralize file destination details.
Google Sheetsor swap with your favorite app
3.Formats minutes payload
Integrate Formatter by Zapier, Code by Zapier, and data transformation tools to format dates and convert line items into structured arrays.
Formatter by Zapieror swap with your favorite app
4.Creates minutes PDF
Integrate CraftMyPDF.com and templating tools to generate a branded PDF from meeting dates, agenda items, actions, attendees, and logos.
CraftMyPDF.comor swap with your favorite app
5.Saves PDF to client folder
Integrate Google Drive and storage permissions to create or reuse the client Reports and Minutes folder and store the PDF.
Google Driveor swap with your favorite app
6.Emails stakeholder PDF link
Integrate ActiveCampaign Postmark and email templates to send stakeholder notifications with the Drive link and submission timestamp.
ActiveCampaign Postmarkor swap with your favorite app
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Speed executive follow-up with automated summary sharing, action item routing, and recap logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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