Onboarding Script For Recording

Intro

Today we are going to get you set up into a few of theholons in the Holonic workspace for the Gaia Agency. I’ll Start by reading the guide.

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Living Agenda

First , I’ll show you how to set up and use the Living Agenda to organize and streamline your workflow efficiently."

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1. Calendar

I’ll show you how to embed a calendar. This helps you stay organized with dates and deadlines directly in your Living Agenda.

Important to Make sure your logged into Gaia Agency Email on Coda Account

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2. Useful Links

The Useful Links section is where you can store important links for easy access. I currently don’t have anything to show here, but this will grow as your agenda develops."

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3. Existing Topics

In the Existing Topics section, you can:

View archived topics for reference.

Showcase the Discussion Topics table for quick answers.

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4. Updates

In the Updates section, you can:

Archive old updates for clarity.

Showcase Toggle Feature of Table Views

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5. Proposal Ledger

For the proposal ledger im Going To Show you step-by-step how to create select lists.

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6. Master Task Table

Here’s how to enhance your Master Task Table:

Add columns with select lists for better organization.

Showcase how to toggle on/ off Filter Bar

Use dates with button features for task automation.

Copy and paste the table setup for other views to save time.

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7. Meeting Agendas

Copy and pasts Meeting Agenda into Meeting agendas page at the top each time, then collapse by date so its easy to find.

For Meeting Agendas, you simply copy and paste previous templates and format them with a large date at the top for clarity.

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8. Development Plans

Use Cross Doc Sync to connect and sync your development plans across multiple documents or projects seamlessly. (make sure workspace and strategic development docs are published first)

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9. Team Directory

In the Team Directory, customize how the table is displayed by using the options menu. This allows you to tailor the view to your team’s needs.

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10. Digital Whiteboard

Finally, for a collaborative space, embed your Miro digital whiteboard. Simply type forward slash /, then select 'Embed,' and add your Miro link."

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Outro

That’s the full setup for the Living Agenda! Happy organizing!"

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This layout gives you structured talking points and ensures you stay on track while recording. Let me know if you'd like any adjustments!

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