Add meeting notes to client

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Hey @matthieu_chateau

thanks for your help. I solved the problem now. What I essentially do is:

  1. Having cards with names and a short description of the template. By clicking on the cards a modal opens with what the template looks like.
  2. A basic form with a dropdown that has the exact names of the templates as options and a field for the subject of the note.
  3. Submitting the form leads to a reload of the page.
  4. By submitting the form, the name of the template is put in a reference field in airtable. Airtable magically matches the name with the corresponding name in the template table and due to a lookup field (template content), the template content is also in the meeting notes table.
  5. An automation copies the content of the lookup field (template content) in the notes content.
  6. Expandable cards display the notes and due to allowing editing people can then update the notes.

This seems to work and I don’t have to delay anything artificially.