Meeting guide
A practical workflow for capturing decisions, owners, dates, links, and open questions before automating follow-up.
Digital product
Make meeting follow-up clear before you automate it.
The Microsoft 365 Meeting Follow-Up Workflow Pack gives small teams manual-first templates for turning Teams meetings into Outlook follow-ups, Planner tasks, SharePoint handoffs, and Excel action tracking.
Independent template pack. Not affiliated with, endorsed by, or sponsored by Microsoft.
Microsoft 365 Meeting Follow-Up Workflow Pack$19
- guide/Microsoft-365-Meeting-Follow-Up-Guide.md
- templates/teams-meeting-notes.md
- templates/outlook-follow-up-email.md
- templates/planner-task-triage.md
- templates/sharepoint-document-handoff.md
- templates/action-tracker.csv
- checklists/power-automate-readiness.md
- bonus/AI-Prompt-Pack.md
14 filesguide, templates, checklists, examples
Manual firststabilize the workflow before Power Automate
Microsoft 365Teams, Outlook, Planner, SharePoint, and Excel
Self-servebuilt as a practical Markdown and CSV kit
The problem
Meetings end, then the follow-up scatters.
Teams already have Microsoft 365, but decisions still hide in chat, owners stay vague, due dates drift, and document links point to the wrong place.
- Meeting notes do not reliably become tasks.
- Follow-up emails are rebuilt from scratch.
- SharePoint links and review status are unclear.
- Automation gets considered before the workflow is stable.
What is included
A focused workflow pack for the handoff after the meeting.
The pack is intentionally narrow: capture the meeting, assign the work, share the right links, send the recap, and then decide what is worth automating.
Teams notes
A meeting notes template that separates decisions, action items, open questions, documents, and follow-up ownership.
Outlook follow-up
A clear recap email structure for decisions, actions, owners, due dates, links, and the next checkpoint.
Planner triage
A checklist for deciding which meeting items are ready to become Planner tasks and which need clarification first.
SharePoint handoff
A document-link checklist for file names, owners, review status, permissions, and canonical locations.
Action tracker
An Excel-friendly CSV for teams that need a lightweight owner/date/status view before Planner is ready.
Automation readiness
Manual-first and Power Automate readiness checklists for deciding what is stable enough to automate later.
AI prompt pack
Tool-agnostic prompts for drafting follow-up, extracting tasks, checking handoffs, and spotting automation candidates.
How it works
Use the manual workflow until it is boring enough to automate.
Good automation starts with a workflow the team can explain. This pack helps make owners, dates, links, and exceptions visible first.
Get the Workflow Pack- Capture decisions, actions, owners, dates, links, and open questions in Teams.
- Move confirmed actions into Planner or the included CSV tracker.
- Check SharePoint document links before sending the follow-up.
- Send a clear Outlook recap with decisions, tasks, owners, dates, and links.
- Review the manual workflow before choosing any Power Automate pilot.
FAQ
Practical answers before you buy.
Does this include Power Automate flows?
No. The first version helps stabilize the manual workflow before building automation.
Is it specific to one Microsoft 365 tenant setup?
No. The templates are plain Markdown and CSV so teams can adapt them to their existing setup.
Can consultants use this with clients?
Yes, for direct workflow work in your own consulting practice. The license does not allow reselling, redistributing, or publishing the pack as your own product.
Does this guarantee time savings?
No. It is a workflow planning and template pack, not a productivity guarantee or implementation service.
Digital product
Clean up the follow-up before building the flow.
The first version is a self-serve Markdown and CSV kit for practical Microsoft 365 workflow cleanup.
Microsoft 365, Teams, Outlook, Planner, SharePoint, Excel, and Power Automate are referenced descriptively. This product is not affiliated with, endorsed by, or sponsored by Microsoft.
Get the Workflow Pack