VC Weekly Meeting Team Hub

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Welcome

Run your weekly meeting with Coda + Affinity

Brian Sowards

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The weekly meeting is a ritual of great VCs, where we bring together our collective insights & opportunities, choose priorities, enrich our data, and hold ourselves accountable to getting things done.

This template enables you to do all of that in Coda with a real-time integration using the

Affinity Pack⁠

. You can run your entire process in Coda or switch back & forth with Affinity, your data will sync automagically.

About the Authors

We’re

Supersynchronous⁠

, a partner of Coda who developed this doc with Brian Devaney at

Underscore VC⁠

1 Create your weekly meeting doc

⁠

Copy this doc

⁠

to run your weekly meeting in Coda This doc works with Affinity CRM. If you’d like to use a different CRM, send us a

request for CRM integration⁠

⁠

a Connect Coda to Affinity with

Setup⁠

We’ll take you set-by-step. Hint: click the link 👆

b Set the date for your

Meeting⁠

Set the date for the upcoming meeting.

c Snapshot your meeting with

History⁠

Archive your meeting for future reference with a recap that you can email to yourself & attendees.

2 Try out your

Team Hub⁠

Each

🎤 Meeting Attendees⁠

has a personal dashboard for the meeting, including you.

a Network as a team with

Prep⁠

Select who you’d like to discuss & take care of your to dos for the upcoming meeting.

b Keep track of commitments with

To Do⁠

Report your progress on action items for the upcoming meeting.

3 Invite your team

When you are ready...

Click

⁠

on the top right of this doc to give your team members access.

Add them to

🎤 Meeting Attendees⁠

Go to

Meeting Hub⁠

to invite them to complete their

Prep⁠

Congrats! You’re all set. 🚀

Got suggestions? Share your thoughts on Twitter with

@briansowards⁠

⁠

About the Authors

1 Create your weekly meeting doc

a Connect Coda to Affinity with Setup

b Set the date for your Meeting

c Snapshot your meeting with History

2 Try out your Team Hub

a Network as a team with Prep

b Keep track of commitments with To Do

3 Invite your team

Congrats! You’re all set. 🚀

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