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create MemoMeister Folder based on a template for filtered Office365 appointment

create MemoMeister Folder based on a template for filtered Office365 appointment

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Watch Events (Microsoft 365 Calendar)

This automation monitors your Office365 calendar for new or updated appointments. You can filter events by keywords, title, or location (e.g., only appointments tagged as Project Start).

When a matching event is found, a new folder is automatically created in MemoMeister. The folder can be based on a predefined project template, ensuring a consistent structure for documentation, photos, and reports. Event details such as name, date, or customer can be dynamically added to the folder name or metadata.

Example: Schedule a kick-off meeting in Outlook, and MemoMeister instantly sets up a ready-to-use project folder with subfolders for documentation, site photos, daily reports, and checklists — saving time and avoiding manual errors.

Benefits:

Automates folder creation for every project.

Standardizes project structures across teams.

Seamlessly integrates with Microsoft 365 workflows.

Trusted by thousands of fast-scaling organizations around the globe

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

MemoMeister
Copy a Memo

Creates a copy of an existing memo in a specified folder.

Action
Microsoft 365 Calendar
Create a Calendar

Creates a new calendar.

Action
MemoMeister
Create a Comment

Adds a new comment to a memo.

Action
MemoMeister
Create a File Memo

Creates a memo from a file.

Action
MemoMeister
Create a Folder

Creates a folder in root or specific folder.

Action
MemoMeister
Create a Text Memo

Creates a text memo.

Action
Microsoft 365 Calendar
Create an Event

Creates a new event.

Action
Microsoft 365 Calendar
Delete a Calendar

Deletes a calendar.

Action
Microsoft 365 Calendar
Delete an Event

Deletes an event.

Action

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