Be consistent
Establish a clear purpose for every meeting. Pre-defined templates for product strategy meetings, feature kickoffs, sprint planning sessions, and more provide structure. Customize each template to your needs or create your own. Share your templates with the team so everyone uses the same formatting.
Share agendas
Be prepared for every meeting. Add discussion items and insert live views of roadmaps and reports for more context. Fill in the meeting date, time, and location. Then, send out the agenda and assign to-dos to the team — so everyone comes to the meeting ready to participate.
Guide the conversation
Lead meetings like a pro. Follow your agenda to stay on track and avoid running over. Encourage participation by spinning up a whiteboard to brainstorm ideas or align on priorities. Take notes as you go to capture decisions, challenges, and open questions.
Assign tasks
Hold the team accountable for action items. Create to-dos to capture agreed-upon tasks — setting an assignee and due date for each one. Review the status at the start of the next meeting to drive progress. This keeps your meetings productive and results-oriented.
Elevate notes
Follow up with attendees right after the meeting. Use the AI assistant to quickly summarize raw notes into a few concise bullets. Send out a recap — so everyone is clear on what was discussed during the meeting. Use comments to address any loose ends with the team.
Build a repository
Track all of your meetings in one place that is neatly organized by date and time. Toggle between upcoming and past meetings, opening a drawer view to see the details. Store meeting agendas and notes in your internal wiki so anyone on the team can easily access them and go back in time to find key context.
