Introduction to the Meeting Delivery Workspace
Related Articles
Work Items
A Work Item acts as an interactive process guide, and a workflow management tool, to support advisors through delivering services intuitively. Watch or read the below guides to learn more about utilising Work Items in The Gap for your meeting ...
Advisor Assistant (beta)
Advisor Assistant (beta) Overview The Advisor Assistant is a built-in feature, utilising AI to automatically record and transcribe meetings held within The Gap. It streamlines documentation, allowing advisors to focus on conversations while ensuring ...
The Gap Release Notes
Short-Term Roadmap In the upcoming weeks and months, we will introduce new content and features guided by customer feedback, which shapes our product roadmap, including: Further content: Educational modules to support delivery of our core services ...
Pre-Work
Pre-work is an essential Gap tool that will help you get deeper insights to deliver effective meetings. Watch or read the below guides to learn more about pre-work. Creating & Editing Pre-Work Templates <br> ...
Clients
Watch or read the below guides to learn more about client settings and access to The Gap. Adding & Managing Clients Alert If your Xero Practice Manager (XPM) is connected to your Gap account then clients will automatically sync twice daily, with XPM ...