In this guide you will learn how to configure your automation settings for your recurring meeting series.
Meeting series automations can be activated when you create your first occurrence page but can be configured and enabled or disabled any time.
Before you start
Configure the automation settings
All settings of a meeting series live in its Series Settings. You can open them from several places:
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from the Meetical Calendar in Confluence (Apps → Meetical Calendar)
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from the page of a meeting series: in the row below the page title, click Meetical, open the Linked Events tab and follow Series Settings in the Meetical Calendar
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from the Chrome Extension for Google Calendar
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from the Outlook Add-in for Microsoft 365
Screenshot to add: the Linked Events tab of the Meetical button on a series page, with the Series Settings in the Meetical Calendar link.
The Outlook add-in and the Chrome extension offer the main automation settings. The AI Notetaker option, the Agenda Template and the AI Notes of a series are only available in the Series Settings of the Meetical Calendar. We’re working on bringing everything to the extensions, thanks for your patience.
Step 1 - Open any occurrence of the series in your Meetical Calendar
In this guide we’ll use the internal calendar to configure the automation settings.
Open any occurrence of the series in the Meetical Calendar and choose Series settings. The menu entry also shows whether automation is on or off.
Step 2 - Change the automation settings
The Series Settings have three tabs: Automation, Agenda Template and AI Notes.
On the Automation tab, turn automatic page creation on or off or choose how many days before the meeting the next page should be created.
You can also enable additional options, such as adding the page link to the calendar invite, restrict page access to meeting participants or the AI Notetaker.
On the same tab you can also change the owner of the meeting series, under Change Owner. The series owner, its participants and Confluence admins can change the Series Settings, including the owner.
On the Agenda Template tab you choose the template for new pages of the series.
On the AI Notes tab you set how the AI notetaker writes the notes for every meeting of the series.
You’ll find a detailed explanation of every option in All Meetical Automation Options explained.
Step 3 - Save the changes and open your meeting page
Click Save to apply the automation settings.
Your settings will be applied to the next page that you create for the series. You can open an occurrence and click “create page” to verify the settings or wait for auto-create to create the page for you.
When the next meeting page is created, you can find and open it from:
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the Chrome extension or the Outlook add-in of the corresponding event.
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the link in the event description in your personal calendar.
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the corresponding event in Meetical Calendar.
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below the meeting series parent page in Confluence.
Read more about all the available options in All Meetical Automation Options explained