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Fewer meetings, more milestones.

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One-on-one meetings with AI

Track action items and summaries for each topic.
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Take notes in your regular one-on-one meetings, then have Coda AI summarize and generate personalized action items.
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One-on-one topics
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Action items
1
FM
Felix Marlin
Nov 8
Collecting feedback from product team
To collect ongoing feedback from the product team, Felix will set up a weekly cadence with each PM and send automated updates, while Polly will seek best practices from the Head of Product.
Felix: Set up weekly cadence with each PM.
Felix: Create automated updates and send weekly summaries of progress and status.
Polly: Ask Head of Product for best practices.
2
FM
Felix Marlin
Nov 13
End of year reviews
It's EOY review time, so HR will send out a link for everyone to submit their review, which usually takes a few hours and requires metrics, growth opportunities, and 360 feedback.
HR: Send a link to the document for EOY reviews.
Everyone: Allocate 2-3 hours to complete EOY reviews.
Felix: Pull together metrics and examples of impact, and think through growth opportunities.
Polly: Collect 360 feedback from team members and collaborators.
Felix: Provide Polly with a list of individuals to collect feedback from.
3
FM
Felix Marlin
Nov 15
Upcoming marketing campaign
We have a marketing campaign coming up, with a brief that needs to be reviewed by Polly, Buck, and Maria before it's shared with the broader team, and we plan to kick it off by checking with Maria for best practices and creating a Slack channel for regular updates.
Polly: Review the brief by EOD.
Buck: Review the brief after Polly's review.
Maria: Review the brief after Buck's review.
Felix: Check with Maria for best practices and her typical checklist for kicking off the campaign.
Felix: Create a Slack channel specifically for the campaign.
Felix: Send weekly updates on the campaign status in the Slack channel.
4
Polly Rose
Nov 16
Team mentorship
We're hiring more marketers and offering mentorship, with Felix leading the way and providing support to new hire Lola.
HR Team: Hire 5 more marketers by EOY.
Felix: Serve as a mentor and buddy for new hires.
Felix: Help new hire Lola with getting to know the team and the company.
Felix: Set up Lola's email and add her to the correct Slack channels.
Felix: Check in daily with Lola to see how she is doing.
Felix: Make a list of resources for new hires to review.
Felix: Record a video overview of our team hub.
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