Case study
An automated Monday workflow for a heavy calendar of meetings that each need their own prep materials.
Meeting prep depends on meeting dates, discussion guides, publish schedules, and the timing of grant payments and reports. Without a shared workflow, staff were pulling their hair out trying to manage deadlines and expectations.
A staged Monday workflow with automated support for repeatable steps: discussion guide folder creation, template population, reminder generation, and publish-date calculation. Manual gates control when a meeting is ready and whether changed dates have invalidated existing materials.
Meeting readiness is judgment-based. Automation can create folders and calculate dates, but it cannot decide whether a conversation is ready, whether dates are final, or whether a packet is safe to use.