Suggestions for consolidating project data using Copilot or other platform
I recently started a Project Manager role (two months ago) focused on large healthcare transformation projects.
I’m drowning in data - mostly meeting notes - and need help finding ways to consistently capture, update , and give direction.
My Organization uses Microsoft Copilot, the Microsoft 365 application, and Smartsheet for project management
Project Meetings are frequently recorded and transcribed by Copilot. I develop agenda. Then take notes manually and document action items in the agendas.
Copilot notes and action items are also pasted into the agendas.
Multiple meetings cover the same topics but the meeting goals and audience differ (update leadership, get updated direction, communicate direction to work teams, get updates from work teams, circle back to leadership, etc)
Objective: Consolidate all existing information on each topic (from meeting agendas, meeting notes, copilot meeting recaps, Copilot notes, Plaud notes, ) into a master issue tracking list by project, topic, showing the latest update, by who, and listing due date and dependencies
Objective 2 : use the new master list to Build project plans in Smartsheet.
Objective 3: automate agenda creation, meeting note capture, and master list snd Smartsheet updates.
I would greatly appreciate your suggestions!