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If you’re running a team, it might be useful to have a weekly meeting set up. This requires a bit more work, as you’ll have to add the individuals to the doc, but here’s how I set it up for myself. You can then duplicate this for each team member.
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Agenda:

Announcements
Discussion Topics
Individual Updates
Demo
Add topics below, and choose a date to discuss. After items are discussed, check the box to filter them out of view. Check "show completed topics" to see already-discussed topics.
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Add a topic
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Show completed topics
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Meeting topics
0
Topic
Date Added
Added by
Discussed?
Vote
Take Notes
1
Launching our SDK
4/23/2024
Nick Valluri
Take Notes
No results from filter
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@Nick Valluri
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Each team member shares a high, a low, something they need help on, and a learning from the previous week:
High:
Low:
Help:
Learning:
This is a view of all opportunities, filtered for the partner manager. Partner managers can update the “Latest Update” column with a traffic light status and talk through any that need support.
Opportunity Review:
Stage
Opportunity Name
Partner(s)
Partner Manager(s)
Opportunity Brief
Status
Target Launch Date
Update
Last Week's Update
1 - Idea
2
Coda Pack
Coda
Nick Valluri
Coda Pack
🟡
7/15/2021
fgtrere
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Coda SDK Launch
Coda
Nick Valluri
​
​
3/9/2022
​
​
3 - Developing
1
Referral Program
Coda
Acme
Beta
Delta
Nick Valluri
Buck Dubois
Felix Marlin
James Booth
​
🔴
​
​
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This pulls in all meetings the partner manager had from the last week.
Meetings (Last 7 days):
Meeting Topic
Date
Partner
Attendees
Take/View Notes
Partner Manager
No results from filter
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Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.