Workflow: How to access a Workflow from the Meeting setup screen

Hi,  ​@Ray_Harwood 

Sorry for the trouble caused to you;  

This scene executed only after the meeting ends (meeting.end , meeting ends and summary created ) and is used to generate meeting notes or summaries

1:  I see that the name of your flow is Manual meeting Summary xxxx. Please check and confirm that your workflow trigger (the first node) is Meeting event trigger. Flows that are not meeting ends trigger flows will not appear in the list when selecting a workflow.

2:  If it is a meeting ends triggered flow, please use the flow name to search.

 

Hope this helps resolve your issue. 

Hi, Harwood, sorry for the trouble caused to you;

1: I see that the name of your flow is Manual meeting Summary xxxx. Please check and confirm that your workflow trigger (the first node) is Meeting event trigger. Flows that are not meeting trigger flows will not appear in the list when selecting a workflow.

2: If it is a meeting-triggered flow, please use the flow name to search.

Hope this helps resolve your issue.

Thanks, ​@leo.ye.  I originally had a “Manually start” trigger, but now have changed to a Meeting event trigger.  However, once I select “When meeting ends and summary created” from the Meeting event type, I don’t want it to use any criteria other than “this meeting the workflow is attached to”.

Options on Which meetings to monitor:

Options when selecting “Meetings matching criteria”:

Very common in these situations is a “This” selector, when an action is directly attached to an object (meeting, webinar, etc.).

I’ll continue to work with this and see what I can come up with.  I appreciate the reply and info!

​@leo.ye, thanks for the info.  I’ve successfully created a Meeting-triggered workflow, and this workflow runs after every instance of a meeting is completed and the AI summary has been completed.

What I’m trying to do, however, is to have a workflow run ONLY when attached to a meeting from here:

Unfortunately, the available “Which meetings to monitor” doesn’t have an option of “Only when this workflow is attached to a meeting”.  I can’t see a way that attaching a workflow actually makes a difference… it will always be called -- not “just when attached to a meeting”.

Am I missing something?

Thanks for any guidance.  I’m starting to work my way through all the documentation, but it still seems sparse in some areas.  If you have a reference for more complete docs, please pass along!

Ray