This doc started with an observation - in so many recurring meetings (executive staff meetings, working team standing meetings), there's too much talking, too little actual deliberation and action.
Worse, some of the great ideas, and important next steps, are lost in a sea of meeting notes with no structure, or worse, are never captured at all.
This doc solves for that. To make it your own, click the buttons in the data sections to delete the existing data in the doc, and customize.
1️⃣ What's the point of this meeting anyway?
section should summarize the point of the meeting - who attends, when, what the goals are, who takes notes, etc. That way, every day you can remind the group how to keep things on track.
2️⃣ Pre-work matters
Every meeting should have an agenda. Using an Automation, this document sends an email at a recurring interval (starts as Mondays at 9 a.m.) prompting an audience to enter their items using the 'Add Topics' button. (Be sure to customize this for your meetings.)
3️⃣ The group - not the loudest person in it - decides the discussion
All of the weekly updates are then captured in the '
', which the participants use in the meeting itself. Here, each person can upvote items they think merit more discussion. When those items are discussed, the note-taker writes a quick summary in the row, and checks off the column to indicate the topic is archived.
Additionally, freeform notes for each meeting can be captured below the table of standing topics.
4️⃣ Action Items only matter if they're "Actioned"
Do you have a long doc with bolded action items that you need to
to mark as done? Yeah, we used to as well. Now you don't have to.
During the meeting, you can add Action Items (AIs) to the '
' table using a button in the 'Meeting View', for follow-up later.
This table of action items includes an integration with the Gmail pack, so the meeting owner can remind people of their items, with the push of a button. This button drafts an email to the AI owner, asking them about the status, which the email writer can customize before sending. (You can also wire this up to send directly from the doc.)