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Meeting Notes & Follow Up

Making the most of each meeting

Updated over 7 months ago

A couple days or a a couple of hours before each meeting, you'll receive an email with light notes to help prep for the meeting. Reviewing them for 5-10 minutes will help you make the most of your call.

During the call, you'll see an "Advisor Notetaker" in the meeting. This meeting bot will be taking notes so the participants can relax and have a flowing conversation.

Remember to admit the Advisor Notetaker to the call if asked, and don't accidentally remove it. Things get wonky if you do - the program doesn't know if the meeting happened, when to send notes, how to recognize the contributions and the efforts of the advisors, and so on.

A few hours after the call, the meeting bot will email all the participants on the call a summary, along with any key notes and action items that emerged from the call.

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