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 ...

• The Gap Release Notes

  Short-Term Roadmap In the upcoming weeks and months, we will introduce new content and features, including: Further coaching meeting processes An AI-generated summary for pre-work and feedback responses A new meeting preparation workspace An outlook ...

• Document Templates

  Overview The Document Templates area is where you create, edit, and manage the templates used for pre-work, delivery, and feedback. To find it, go to Main Menu > Document Templates. Key features: Status tabs: Document templates are separated into two ...

• Advisor Assistant

  Advisor Assistant 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 ...

• 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 ...