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Coda AI for meetings


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Goals

Drive accountability and action from meetings.
Take the work out of collaboration.
Automate discovery of key themes.

How to do it

Meeting summary

Team discussed potential locations and dates for a team offsite in Q2, and will determine the activity later. They also discussed factors to be aware of, such as deadlines and vacations, and Lola will confirm the budget with the People team.
Buck and Maria will draft a blog post recapping the event, gather feedback, and identify areas for improvement. They also plan to send out a survey and create a customer council to plan next year's event.
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Agenda

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Notes
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AI-generated action items
1
Team offsite
15 minutes
Polly Rose
Determine potential dates (potentially Q2), with mid-June suggested and a survey to be sent out for desired date options
Decide on an activity, options include a painting class, city tour, or botanical gardens
Consider deadlines for the next launch and team availability, as well as potential customer meetings and company holidays
Incorporate fun icebreakers and structured time for smaller team meetings
Confirm budget with the People team
2
Create a workback plan for next year’s event
15 minutes
Buck Dubois
Buck Dubois to draft writeup.
Maria Marquis to contact stakeholders.
Maria Marquis to lead pre-mortem.
3
Share & discuss customer stories
10 minutes
Lola Tseudonym
Share customer stories page
Share examples from competitor promos.
4
New hire onboarding
15 minutes
Buck Dubois
New engineer starting next week
First few sessions to cover company culture, team structure, and projects during the onboarding.
Company culture and values
Team structure and dynamics
Current projects and ongoing initiatives
Tools and software we use for collaboration
Key resources and documentation
Polly will make a list of people they should meet with
Buddy system: general feedback is that it’s working well
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Cross-functional collaboration

What do my partners on other teams need to know?

People Team

Discussed team offsite: potential location in Denver, mid-June dates to be determined, activity to be determined, budget to be checked with People team, other considerations include deadline for next launch and Denver-based customers to meet with.
Discussed new hire onboarding: sessions to cover company culture, team structure, ongoing projects, tools and software used for collaboration, key resources and documentation. Polly to make a list of people to meet with and continue successful buddy system.

Customers Team

Discussed creating a workback plan for next year's event: draft a writeup, contact stakeholders, lead pre-mortem, review feedback to identify areas for improvement.
Discussed sharing and discussing customer stories: need to decide on best channels for sharing. Action items include sharing customer stories page and examples from competitor promos.
Teams 2
0
Team
Responsibilities
1
People
Recruiting, hiring, onboarding
2
Customers
Sales, customer success, support
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