Our new feature automatically compiles and summarizes key insights from your 1:1 meeting notes. You’ll see a summary your most recent meeting and up to two prior meetings, for a total of three meeting summaries in one view.

Easy Meeting Selection

• A new selector box allows you to pick up to three meetings for summarization.

• By default, the most recent three meetings are pre-selected for convenience, but you can customize this selection as needed.

Deep Insights with AI

• Clicking the AI Summary Button generates insights powered by OpenAI.

• Summaries include key talking points, themes, and actionable items to help you identify trends and opportunities.

Focused Action Plans

• Each summary is designed to provide actionable takeaways, ensuring your upcoming meetings are goal-oriented and impactful.

How It Works

1. Navigate to Your 1:1 Notes
   Go to the 1:1 meeting section of your workspace and click on an existing set of meetings/relationship.

2. Select Meetings to Summarize

   • Use the selector box to choose the meetings you want summarized.

   • Keep the pre-selected meetings or customize based on your preferences.

3. Click the Create Summary with AI Button

   • Once your meetings are selected, click the AI button.

   • OpenAI will process the notes and deliver a concise, easy-to-read summary.

4. Review and Prepare

   • The summary will include key insights, talking points, and actionable next steps.

   • Use these to guide your upcoming 1:1 conversations and track progress over time.

Why Use AI Summaries for 1:1s?

• Save Time: No need to manually sift through past notes or recreate key points.

• Stay Aligned: Quickly recall what was discussed and agreed upon in previous meetings.

• Drive Impact: Focus on meaningful conversations by reviewing actionable insights tailored to your goals.

• Track Progress: Spot trends, themes, and recurring topics across meetings to stay proactive in addressing challenges and celebrating successes.

Tips for Getting the Most Out of This Feature

• Prepare in Advance: Use the summary to plan your next meeting agenda and review any follow-ups.

• Focus on Action: Highlight actionable items from the summary and incorporate them into your workflow.

• Encourage Collaboration: Share summaries with your team to align expectations and ensure everyone is on the same page.