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Is there anyway to automate CAB meetings?  We have a weekly CAB meeting and what I want to do is:

  1.  30 mins before the scheduled meeting, run automation that filters all changes set to “waiting on approval” and associate them with the weekly CAB meeting.  I know you can do this manually by opening the meeting in calendar, but can you automate it to do it automatically?

Hi @heyiou,

Hope you are well,

I understand that there is no direct way to associate the Changes automatically before the meeting, But what I tend to do is have a weekly CAB meeting setup and have a scheduled Workflow Automator which updates a field for all the changes that matches a status which needs to be discussed.

 

 

 

So I can later just filter out in the Change List view using that dropdown field and I get all the Changes which needs to be discussed. Later I reset the fields such that it remains empty for the next CAB meeting and Workflow auto-updates it.

Hope this helps!

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