Agendas

Agendas

The agenda is the left-hand panel in Meet mode. It's the structure for your meeting — sections with recommended timing, key talking points to guide the conversation, and advisor-only delivery notes with more detailed guidance.

The agenda is fully editable. You can follow the template as-is, tweak it on the fly during the meeting, or rebuild it entirely.


Agenda structure

The agenda is built from your selected meeting template and organised into sections. Each section includes:

  • A section title (e.g. "Welcome," "Financial Review")
  • A time estimate shown in brackets next to the title — a suggested duration in minutes for that part of the meeting
  • Talking points — the key content for that section, written in markdown

Sections appear in order from top to bottom. You can work through them sequentially during the meeting, or jump around as the conversation flows.


Delivery notes

Delivery notes are advisor-only guidance — tips, best-practice suggestions, and detailed direction to help you deliver each section effectively. They appear below the talking points within each section.

By default, delivery notes show the first three lines. Click Read More to expand and see the full note.

To hide delivery notes entirely (useful when sharing your screen with a client), click the ⋮ menu at the top right of the agenda panel and toggle off Show Delivery Notes. Toggle it back on from the same menu when you want them visible again.


Changing the agenda template

The agenda template selector sits at the top of the panel. By default, the Gap template for your meeting type is loaded.

Click the dropdown to switch to a different template — your team's custom templates appear first, followed by all Gap defaults. Selecting a new template replaces the agenda content.

To create or manage custom templates, see Meeting templates.


Editing the agenda

Everything in the agenda panel is written in markdown, so you can format content using standard markdown syntax — headings, bold, italic, lists, and links. For more information on editing with markdown, see Editing content in the workspace

To add new content, place your cursor where you want it and click Add Content. The following content blocks are available:

  • Delivery note — add advisor-only guidance
  • Image — upload from your device or select from The Gap's library of mindset images
  • File — attach a file
  • To-do— insert a checklist
  • Date — insert a date selection component
  • Table — insert a table

Content blocks are inserted wherever your cursor is focused, so you can add them within any existing section or at the end of the agenda.


Good to know

  • The agenda feeds your deliverables — alongside your notes, transcript, and pre-work, the agenda is one of the key inputs the Producer uses to generate meeting minutes, business plans, and other deliverables. Any edits you make to the agenda are reflected in the output.
  • Edits are per-meeting — changing the agenda in the workspace only affects this meeting. It doesn't change the underlying template. To update the template itself, use the Document Templates area (see Meeting templates).
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