I'm hoping to accomplish a somewhat straightforward but critical workflow that is possible in Salesforce:
1 - Each time a salesperson takes a meeting on an opportunity, they are expected to summarize the meeting in a note including both structured (ie. 'use case discussed' from a drop-down list) and unstructured (ie. meeting summary) information.
2 - When that report is completed, it would ideally be sent out to the rest of the team by email, so we can better share knowledge from meetings and calls. This list includes people that may not be following/owning an opportunity, and may not be Copper users (ie product managers looking for information from the field).
We are currently replicating this workflow by creating a Google Doc template, logging it as a meeting in Copper with a link (so that the record is associated with the opportunity), and then sharing the Google Doc with the group. Not ideal, and if it's not possible I'm likely to rip out the system.