How to create a meeting agenda form that auto-schedules events

Turn meeting requests into scheduled events automatically

In this guide, you’ll build a meeting agenda form that captures meeting topics, attendees, and preferred times, then automatically schedules an event or sends a calendar invite. Perfect for teams that want to streamline scheduling and prep in one workflow.
📘 Learn more: Create your first form, app, or portal in a flash

Step 1 — Create your meeting agenda form

Start from your workspace and click + New → Form. You can start from scratch or use the Booking form template from the Template gallery.

Or use Magic Create, describe your goal:

“A meeting agenda form that collects team inputs and automatically schedules events in Google Calendar.”

Why this matters: your team gets structured inputs and confirmed meetings — no more endless email threads.
📘 Learn more: How to create any form using Magic Create in Formaloo

Step 2 — Add meeting request details

Add fields to capture who’s scheduling and what the meeting covers:

• Requester name and email
  
  
• Department / Team
  
  
• Meeting title
  
  
• Agenda or discussion topics (long text)
  
  
• Preferred date and time (Date & Time picker)
  
  
• Attendees or invitees (emails)
  
  
• Meeting duration (e.g., 30 min, 1 hr, 90 min)
  
  

💡 Tip: add tooltips like “Include key talking points or decisions needed.”
📘 Learn more: Form editor and field types

Step 3 — Add optional agenda section for pre-meeting prep

Include an optional section for shared resources and goals:

• Meeting objective
  
  
• Attachments or supporting files
  
  
• Expected outcomes or next steps
  
  

📘 Learn more: How to customize the content field

Step 4 — Add scheduling and calendar fields

If your team uses Calendly or a shared scheduling tool, embed it inside your form for quick booking.

💡 Tip:

• Add a “Schedule a time” button using an Embed block or link field.
  
  
• Or let respondents propose multiple times using multi-select fields.
  📘 Learn more: How to add Calendly to forms
  
  

Step 5 — Automate calendar event creation

Once the meeting request is submitted, connect your form to Google Calendar via Automations.

You can:

• Auto-create events from each submission.
  
  
• Populate event titles, dates, and attendees using form fields.
  
  
• Add agenda notes or attachments directly into the calendar description.
  📘 Learn more: How to send a calendar invite to form submitters through email
  
  

Step 6 — Add conditional logic for scheduling flows

Use Settings →  Advanced logic to adapt flows dynamically:

• If Department = Sales → Notify sales manager and create event in Sales Calendar.
  
  
• If Urgent = Yes → Send immediate calendar invite.
  
  
• If Duration = >60 → Schedule prep reminder one day before meeting.
  
  

📘 Learn more: How to add advanced logic to your form

Step 7 — Send automated confirmations and reminders

Open Settings → Notifications and set up automatic emails:

• To requester: confirmation email with meeting details and calendar link.
  
  
• To attendees: invitation summary with agenda and materials.
  
  
• To manager (optional): approval notification for meetings above certain cost/time.
  
  

Use variables like @meeting_title, @preferred_date, and @attendees.
📘 Learn more: How to create and send custom email templates

Step 8 — Enable on-update logic for post-meeting tasks

Add on-update logic to trigger actions after the meeting:

• When Status = Completed → Send feedback form link.
  
  
• When Minutes field updated → Notify attendees with summary.
  
  
• When Outcome = Approved → Create follow-up task in project tracker.
  📘 Learn more: What is on-update logic and how it works
  
  

Step 9 — Build a meeting tracker dashboard

In Results → Responses, create a real-time view of all scheduled meetings:

• Table view: track requests by date, department, or status.
  
  
• Kanban view: group by meeting stage (Requested, Scheduled, Completed).
  
  
• Charts: view meeting frequency per team or week.
  📘 Learn more: How to create a Kanban board
  
  

Step 10 — Create a meeting portal for team leads

From your workspace, build a Meeting Management Portal.

Add pages such as:

• Submit a meeting request
  
  
• Upcoming meetings (auto-scheduled)
  
  
• Completed meetings & notes
  
  
• Team reports & attendance charts
  
  

Set permissions so team leads can approve or modify requests while others can view or RSVP.
📘 Learn more: How to create a portal and manage users’ access

Step 11 — Use AI to summarize and analyze meeting data

Enable AI Analyze to spot trends in meeting requests:

• “Which teams schedule the most meetings?”
  
  
• “Most discussed project topics.”
  
  
• “Average meeting duration and follow-up rates.”
  📘 Learn more: Uncover insights and trends in your data with AI Analyze
  
  

Pro tips

• Add linked rows to connect meetings with follow-up forms like Meeting Notes or Action Tracker.
  
  
• Use Memory Forms so frequent organizers’ info auto-fills.
  
  
• Attach custom PDFs with agenda summaries or post-meeting minutes.
  📘 Learn more: What are linked rows and how to use them
  
  

Example scenario

An HR lead fills out the meeting agenda form to schedule a Quarterly Planning Session. The system auto-creates a Google Calendar event, sends invites to participants, and emails a confirmation summary with the agenda. After the meeting, the HR team updates notes directly in the linked Meeting Minutes form, which auto-updates the dashboard.
📘 Learn more: Build personalized and time-saving flows with logic, automations, and AI

FAQ

1. Can I auto-sync meetings to Google Calendar?
   Yes, connect via Automations or Webhooks for real-time scheduling.
2. Can attendees propose times?
   Absolutely, add multiple date options or embed your team’s Calendly.
3. Can I send post-meeting surveys automatically?
   Yes, trigger a feedback form using on-update logic.

Your smart meeting scheduler is live, plan, confirm, and collaborate

You’ve built a meeting agenda system that collects requests, creates events, and tracks discussions — all in one platform. Keep enhancing it with AI summaries, linked follow-ups, and dashboards to make meetings more productive than ever.
📘 Learn more: How to personalize ending pages and email notifications with AI

Last updated October 2025

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