I want to use 1 document per customer/partner for all my notes and then an overview document for what’s urgent/tobediscussed. Usually there are one or more project sections, there’s at least 1 general tasks section (or even 1 per project for bigger partners/customers) and a contacts list. Now I have…

This will soon be possible — I’m building a pack for this! [image] Preview: Cross-doc Plus (codenamed) — My opinionated take on Cross-doc Making Packs If I could build just one pack in my lifetime, it would be this. Almost all my clients asked for this. There’s a dozen t…

There’s not a great way to do this right now from my understanding.

@Nick_HE is correct. This is something that we have not yet implemented.

The only way to get this to work for now would be copy and paste. :sob:

Automated cross document summary

Paul_Danyliuk April 28, 2022, 8:49pm 5

This will soon be possible — I’m building a pack for this!

Topic		Replies	Views
Consolidating Tasks Across Multiple Documents: Seeking Advice on Best Practices	3	895	May 8, 2023
Extract a Table to another doc Making Packs	4	730	November 28, 2020
Cross-Doc Into Single Table?	13	3301	April 28, 2022
Copy value to a table in another doc	1	31	April 1, 2026
A summary list of tasks from multiple projects	3	2606	February 18, 2022

Automated cross document summary

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