Headquarters meeting request
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
A successful meeting requires a lot of preliminary work by multiple team members to ensure your guest receives first-class treatment from start to finish. This workflow will allow your team to coordinate everything needed for meetings with both customers and vendors. Additionally, there’s a post-meeting worksheet that can be used to improve future meetings, record action items, and give an overview of your meeting.
Form
There are additional subforms included in the import file used in the process. This is just the initial request form.
Process
