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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
image.png
⁠
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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