Using a meeting cheat sheet can revolutionize your meeting preparation process, making it quicker and more efficient
Steps to Use a Meeting Cheat Sheet:
Ensure Your Workspace is on the AI Add-on Plan: The meeting cheat sheet feature is accessible only if your workspace has subscribed to the AI add-on plan. If you’re unsure about your plan, check out your 'Billings and Plans' page.
Navigate to the Consultation Phase: Once you’re in the consultation phase of your project, you’re ready to generate your cheat sheet.
Generate the Cheat Sheet: With just one click, you can start the cheat sheet generation process. Look for the 'Generate Cheat Sheet' button in your consultation phase interface. Click it, and let the AI work its magic!
AI Does the Rest: The AI will gather all necessary information from your client details, partner information, and project data to create a comprehensive and concise cheat sheet in just 30 seconds.
Why Use a Meeting Cheat Sheet?
Save Time: Automates the preparation process, giving you more time to focus on other important tasks.
Stay Organized: Provides a structured overview of all essential information.
Enhance Productivity: Ensures you have all the necessary details at your fingertips, leading to more efficient and productive meetings.
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