The agenda, notes, and deliverables panels in the meeting workspace all use markdown, giving you a consistent editing experience throughout. This article covers the formatting options and content blocks available whenever you're editing.

Text formatting

You can format text using standard markdown syntax. Here's a quick reference:

Bold — wrap text in double asterisks: **bold text**

Italic — wrap text in single asterisks: *italic text*

Bold and italic — wrap text in triple asterisks: ***bold and italic***

Heading — start a line with # followed by a space. Use more # symbols for smaller headings (##, ###).

Link — [link text](https://url.com) creates a clickable link.

Bullet list — start each line with - followed by your item.

Numbered list — start each line with 1. followed by your item.

Start each list item on a new line. For nested lists, indent with two spaces before the - or number.

Content blocks

Wherever you see an Add Content button — in the agenda, notes, or deliverables panel — you can insert the following blocks at your cursor position:

Delivery note — adds an advisor-only guidance note (visible only to you, not clients).

Image — upload an image from your device or select from The Gap's mindset image library.

File — attach a file.

To-do — insert a checklist you can tick off.

Date — insert a date selection component.

Table — insert a table.

Click Add Content, select the block type, and it will be inserted wherever your cursor is focused.

Good to know

• You don't need to know markdown — if you just type normally, it works. Markdown formatting is there when you want it, not required.
• Edits are saved automatically — you don't need to manually save as you go.
• Edits in the agenda and notes feed your deliverables — the Producer uses everything in your agenda, notes, and transcript when generating deliverables. If you update any of these after deliverables have been generated, you'll be prompted to regenerate.
• Deliverables can be edited too — once generated, deliverable content is fully editable in the same markdown format. Edits to shared deliverables are reflected immediately for anyone you've shared them with.