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Setup
Let's begin!
Get Started
in the walk-through.
Overview of Affinity setup
Affinity setup
Affinity setup
1
Search
1
Create a template agenda
2
Add yourself as an attendee
3
Set the date of your first meeting
4
Add Affinity Pack
5
Affinity List: Deal Flow
6
Affinity List: Port Co
7
Affinity List: People to Discuss
8
Setup Complete
Create a template agenda
Instruction
✅ Let’s get started!
Edit the template agenda below, which will be your default agenda for each new meeting. Then click the
Begin
button to clear out the demo data from this doc.
Need help? reach out to us on
https://coda.io/d/_ddaPNQC03ok/_suXN-
Agenda
Template
Update
Deals in motion
Port Cos
People to Discuss
1 of 1
Begin
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