Hi all, I have a board on the CRM that I want to populate with a ‘next activity date’, based on the Activities section. I.e. when someone creates a new Activity and sets the future date and time, I need this date to be reflected in a column on the main board. Image below to explain!
You’ll see there is a ‘Next meeting’ column - this is the column we currently manually input, but would love an automation for it. I’m thinking it might be an AI-generated one as there isn’t a logic behind the dates, just human selection.
Any ideas please? Thanks in advance.