Meetings & Actions

How it works

The mechanics of this kit, plainly — what runs and when, where the data lands, and what you look at.

• Meeting prep runs weekdays · 7:30am and keeps the Meetings & Actions dashboard fresh. Each weekday morning it walks you into every meeting briefed.
• Action chase runs mondays · 8:30am, in 2 stages: Registrar reads and picks (handing over needs nudge), then Registrar drafts the nudges (handing over drafted).
• What is captured lands in the Action register dataset, which lives at Data/Action Register in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Decision log dataset, which lives at Data/Decision Log in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Meeting agendas dataset, which lives at Data/Meeting Agendas in your vault — yours to open, search, and edit like any other file.
• The Meetings & Actions dashboard reads from the dataset and shows, at a glance: today · week load · meeting hours this week, by kind · actions, open first · actions by status · walk an agenda · actions by owner · recent decisions · how this board works.

The wiring, in one breath: Meeting notes writes to Action register · Meeting notes writes to Decision log · Action capture writes to Action register · Action register shown by Meetings & Actions · Decision log shown by Meetings & Actions · Meetings & Actions kept fresh by Meeting prep · Action chase reads Action register · Registrar holds Plan a meeting · Plan a meeting writes to Meeting agendas · Plan a meeting reads Action register · Meeting notes reads Meeting agendas · Meeting agendas shown by Meetings & Actions · Registrar holds Summary to attendees.

Getting the most from it

A kit earns its place when it changes what you look at and what you say, not when it is installed. This is the rhythm that makes it pay.

• Glance at the board before each meeting rather than at your calendar — the morning prep has already set out related notes, the open actions with the people in the room, and the recent decisions; walk in with that open.
• After a call, paste your rough notes into a chat with Registrar. Meeting notes turns them into clean notes, actions and decisions on the register, so nothing waits for a write-up you never get to.
• Say commitments as they happen — "I told Rosa I'd send the deck by Friday" — and Action capture registers them. The Monday chase then drafts a nudge for whatever is slipping, into your drafts, for you to send or not.
• Ask the decision log instead of your memory: "what did we decide about pricing in June" comes back with the date and the context.
• Tell Registrar which meetings never deserve prep and who the recurring cast are. The briefs get sharper and the mornings quieter.
• Before a meeting that matters, ask Registrar for an agenda. It builds one from what you say and what is open with the people coming, and says where each point came from. In the room, open Walk an agenda on the board and go through it a point at a time, with a tick and a note for each; afterwards Meeting notes writes the meeting up from those notes.
• On the board, tick actions off as you finish them: the list is the register, open ones first and the soonest due at the top, and a tick is the same as telling Action capture it is done. Once the prep has run, Meeting hours this week shows how long your meetings take by how many people are in them, so you can see where the week went while there is still some of it left.
• For a one-to-one, say so when you give Registrar the notes: it keeps one running note for that person with what to raise next time on top, and the morning prep puts those points in front of you before the next one. If a call was recorded, say so and Meeting notes writes it up from the transcript in your vault; asking 1Presence to join a call is a separate, outright ask, and it uses credit.
• Hand Registrar the note after a meeting and name who was there: it drafts a short summary for them in your drafts, from the note alone, and you send it. Ask Registrar when you could meet someone and it proposes up to three free times from your calendar; it books nothing and invites no one.

Make it yours

Nothing here is fixed. The pieces are ordinary agents, routines, datasets and dashboards, so anything you know about shaping those applies. Retire whatever earns nothing.

Things people usually change first

Say any of these in chat, or edit them on the kit’s page in the app.

• Which meetings get prepped, and how early the prep card arrives.
• What counts as an action worth registering, and what is just conversation.
• How a nudge reads when a commitment ages — brisk, or warm and apologetic.
• Where records are filed, and how folders are named.
• The hours you take meetings in and the days you keep clear: what a time found for you works from.
• Where the running notes for your one-to-ones are kept.
• Whether the weekly chase drafts nudges at all, or just shows you the list.

Your first run

Installing starts a short setup conversation — not a form. Answer roughly, correct later.

1. Adding the Kit offers the first prep right away: connect your calendar on the same screen, start it with one tap, and watch Registrar set out the day — each meeting briefed from related notes, the open actions with the people in the room, and recent decisions, with the board's Today and Week load filled in. The calendar is live, so it works from the very first morning. Prefer not to connect it? Registrar keeps the records notes-led instead — paste what happened after a call and it's filed.
2. When that first prep finishes, Registrar leaves a short note in your 1Presence inbox and invites two minutes together — which meetings deserve prep and which never will, who the recurring cast are, what clears the bar for the action register, and, once and in passing, the hours you take meetings in and any days you keep clear, which a time found for you works from.
3. It also offers a practice rep: paste rough notes from a call you have already had, and watch them become register entries and decisions before anything live depends on it.
4. From then on the records fill as you talk — commitments and decisions mentioned in passing are caught, and each stated rule (a meeting never to prep, how a nudge should read) is remembered.

Watch the first pass, then tell it what you would have done differently — that correction teaches it more than any setup could.

The essentials

Learning, preferences and run costs work the same in every kit — so they are covered once, in the Kits guide.

Living with a Kit — the Kits guide →

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