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Google Doc integration for meeting notes

Be able to reference Google Docs (with a creation date attached) for each contact.
Google Docs is where I take meeting notes.

Status: Closed4 comments

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Comments4

  • Matthew Silberman changed status to Closed
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    Feb 12, 2025

  • Kevin Sun

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    Apr 12, 2021

    Hi guys -- curious to learn more about this usecase here. Christopher Sheehan it's possible to paste a link in to a note, or paste it into a contact's 'website' field. Would this help? Are you looking for a deeper workflow integration?

    • Christopher Sheehan

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      Apr 15, 2021

      Kevin Sun: In my view, we should be able to attach note files (basically a hyperlink to evernote, gdocs, or whatever we use, but it should look nice, with an icon as opposed to a very long hashed URL).
      Some like Yan Sim below might prefer file(s) to "hang" from the contact object, and keep running notes or attaching new files directly to the contact.
      Others, like myself, might prefer to attach files to the Meeting event objects -- this is what I naturally do anyways: I have a meeting with someone, and I create a new file and take some notes. It's easy to click through 3-4 meeting files, and usually only the most recent is relevant anyways.
      A feature could be to "roll up" the notes from all the meetings into a unified "attachment" area for each Contact object. Just have a time-sorted (ideally searchable) list of "attachments." (again could just be nice-looking icons and title phrases that actually link to a dropbox, gdoc, evernote file in the web).

  • Yan Sim

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    Apr 5, 2021

    I do like having a place to keep notes on a person in one place (in a doc or on the screen), rather than have all my notes spread across many events.