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How to Run your Distributed Staff Meetings like Zapier
How to Run your Distributed Staff Meetings like Zapier
Meeting Template
Decision Log
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Past Meetings
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Automatically show real-time data from other apps, right in your meeting agenda.
At Zapier's staff meetings, we like to review recently-closed deals. We've set up a zap that logs each sale from our CRM into
Closed Deals (from CRM)
⁠
. We then use formulas to show those deals in the revenue section of
Meeting Template
⁠
.
What metrics do you track in your staff meetings? Maybe you like to talk about customer request trends. Or perhaps you want to see the latest from your hiring pipeline in your applicant tracking system.
Wherever your data is (Looker, Mode, Hubspot, Salesforce, etc.), chances are you can pull it into this Coda doc using
Zapier
⁠
. Check out the
2,000+ apps on Zapier
⁠
and bring your own live data into your staff meetings.
Closed Deals (from CRM)
0
Deal Name
Stage
Amount
Created on
1
Bicycles
closedwon
$100,000
3/31/2019
2
Libero Incorporated
closedwon
$169,000
3/31/2019
3
ABC Co.
closedwon
$34,300
4/7/2019
4
Nulla Corporation
closedwon
$20,000
4/9/2019
5
Ultricies Adipiscing LLC
closedwon
$30,000
4/9/2019
6
In Condimentum Inc.
closedwon
$258,000
5/15/2019
7
Ornare LLP
closedwon
$400,000
5/16/2019
8
Nulla At Sem Foundation
closedwon
$50,000
5/23/2019
9
Nonummy Ipsum Foundation
closedwon
$16,900
6/4/2019
10
Molestie Sodales Limited
closedwon
$90,030
6/10/2019
11
Leo Elementum Associates
closedwon
$54,000
6/19/2019
12
New SmallCo Deal
closedwon
$10,000
6/26/2019
13
Cras Lorem Lorem Foundation
closedwon
$60,000
6/26/2019
There are no rows in this table
⁠

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How to Run your Distributed Staff Meetings like Zapier
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