<aside> <img src="/icons/bookmark-outline_red.svg" alt="/icons/bookmark-outline_red.svg" width="40px" /> Meeting Calendar Preferences
Sample
Client overall calendar priorities:
Pre-meeting prep | During the meeting prep | During the meeting prep | Post meeting prep | Notes | |
---|---|---|---|---|---|
Types of meetings | Meeting bio or agenda needed | EA needs to attend? | AI note- taker only | Any Action items? | |
External Meetings | High-level Meeting Bio | EA Ana to attend for meetings when presentation is needed | Default (always Add Fathom inside the room) | Post meeting notes made by Ana (default) | Make the bio less text-heavy by highlighting the recent updatesFirst time meeting = defo need a bio |
Internal Meeting | Simple meeting bio for people new to the org | Default (always Add Fathom inside the room) | AI auto summary will suffice for recurring 1:1Internal team meeting = summary made by EA Ana | ||
Personal Meeting | N/A | ||||
In-person meeting | High-level Meeting Bio for clients | ||||
Focus groups | Know one thing about the room (details) / trivia! | EA Ana to attend (default) | Default (always Add Fathom inside the room) | Post meeting notes made by Ana (default) | Add details that allows Nathan to connect and build rapport with the attendees |
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