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Gannon's Recurring Meeting Template

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Topics Inbox

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Use this doc to help run recurring meetings.

Gannon Hall

⁠

👉 Copy this doc to get started. Then head back here to the

Start Here⁠

section

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Follow these instructions to set-up and run your recurring meeting.

1: Enter Meeting Details

Meeting Details

Meeting Details

Meeting Name

Description

Cadence

Owner

Owner Email

Weekly Product Review

Weekly meeting to review work in progress

Weekly

Gannon Hall

gannon@choco.com

There are no rows in this table

Count

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2: Add Regular Attendees

Regular Attendees

Regular Attendees

Name

Gannon Hall

gannon@choco.com

There are no rows in this table

Count

⁠

3: After Each Meeting

Send Meeting Notes: Send the meeting notes to all attendees by going to the

Active Agenda⁠

and clicking the "Send Meeting Notes" button at the bottom of the page.

Crowdsource Topics: After each meeting, go to the

Topics Inbox⁠

section and click the "Send Reminder" button to email all Attendees and ask them to add topics.

Archive Agenda: Duplicate

Active Agenda⁠

and move it in the

Broken link⁠

section. When duplicating, be sure to click the "Duplicate Data Instead" option.

4. Before Each Meeting

Select Meeting Topics: Prior to each meeting go to the

Topics Inbox⁠

and mark today's topics as "Today." These topics will now appear in the "Today's Topics" table on the Active Agenda.

Set the date: Go the

Active Agenda⁠

and set the date using the Date Picker

Set the Note Taker: Go to the

Active Agenda⁠

and check the box for the note taker

5. During Each Meeting

Use the

Active Agenda⁠

to run your meeting

Select which regular attendees are present

Review Action Items from previous meeting

Run through the topics, with the owner of each driving the discussion; Each topic should be identified as Inform. Discuss or Decide

Note taker captures Action Items during meeting

Log the outcome and mark the topic as Complete; completed topics can be seen in the

Decision Log⁠

⁠

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