Workflow 4: Run a recurring meeting as a series
Last updated 30 September 2026
On this page
- Goal: group a recurring meeting's instances, carry open actions forward and get a suggested agenda for next time.
- Performed in the browser: yes.
- Credits: 2 for the agenda.
Watch it#
0:00 / 0:17
Step-by-step, without the animation
Step 1 File a meeting into its series
Step 2 Every series in one place
Step 3 The series keeps its meetings together
Step 4 Open actions carry from meeting to meeting
Step 1: Create the series from a meeting#
Meeting header → Add to a series → New series… → type Digital Services Improvement Programme → Add.
Step 2: Open the series#
From Home (series folder card) or Actions → Series.
Step 3: Carry actions forward#
Add actions → tick ACT-2026-0001, 0002 and 0003 → Add 3. The list updates within a second or so.
Step 4: Generate the next agenda#
Generate the next meeting's agenda · 2 credits. The result is built from the last meetings, the actions you added and deferred decisions.
Step 5: Start the next meeting in the series#
New meeting in this series opens /new with Will be added to: Digital Services Improvement Programme. The agenda is attached to that meeting free.