Copy/paste tips to export from Agenda to other apps

Talk
1

I’ve established a workflow that I run through many times a day to:

  1. Take notes in Agenda during a meeting (very rough)
  2. Use ChatGPT to clean-up my notes; sometimes there are mulktiple passes at this (e.g. executive-level summaries vs. distilled working level points/updates for my teams)
  3. Copy out of Agenda into another app to send the update…
    1. Outlook for emails (generally exec updates)
    2. Slack for team updates
    3. Google Docs/MS Word for strategic documentation, exec updates
    4. Confluence for team documentation

#3 is resulting in a lot of rework. To keep things focused and succint I use lists a lot with basic formatting (bolding); when I copy/paste into these other apps I’m often having to redo all the formatting.

Am I missing something in my workflow/settings? Is there any way I can improve this workflow to better retain formatting between tools?

2

Agenda does have a few different export/share options. You can share as rich text, markdown or PDF. Depending on the other app, one of these might work better.

Agenda can also make HTML, which in some cases may work OK.

Best to experiment there, I think.

I would think that if you stick to basic styling, it should come over in other apps OK. What sort of issues do you see?

3

I have a shell script I use to convert from markdown to word using a word template I created as a base for the formatting.

I use Pandoc to do the conversion.

4

And do you see particular problems in the formatting? Eg. headings don’t look right or something?

5

Thanks for the replies. After a bit of research and discussing with my team, it seems this may be an issue with the new Outlook (surprise) and not copying/pasting from Agenda. There’s a long thread over here: https://learn.microsoft.com/en-us/answers/questions/4655395/new-outlook-email-format-is-messing-up?page=1#answers

I’ll keep trying different methods; unforunately, sometimes it works as expected and other times it doesn’t, but it doesn’t appear to be an Agenda specific issue.

6

OK, thanks for letting us know.