The meeting workspace

The meeting workspace is your central hub for every meeting — preparation, delivery, and everything that comes after. Your agenda, notes, transcription, pre-work, and deliverables all live in one editable space.

Every meeting you create opens into its own workspace. This article covers the layout and how to navigate it. For creating meetings, see Creating & managing meetings.

Two modes

The workspace has two tabs at the top: Meet and Review.

Meet is where you prepare for and run the meeting. This is where you'll work with your agenda, send pre-work to clients, take notes, and have Scribe transcribe the conversation.

Review is where you work with your deliverables after the meeting. The Producer agent generates meeting minutes, business plans, and other outputs from everything captured during the meeting. Your coaching report is also accessed here.

You can switch between Meet and Review at any time — they're not locked to a sequence.

Meet mode layout

Meet mode is organised into three panels:

Left panel — Agenda. The structure for your meeting: sections with recommended timing, talking points, and delivery notes with advisor-only guidance. The agenda is fully editable and built from your chosen meeting template. See Agendas for full details.

Centre panel — Notes. Your space to capture notes during the meeting in markdown. This is also where you invite Scribe to join an online call and start transcribing. See Notes & Scribe.

Right panel — Pre-work. Send questionnaires to your clients before the meeting, track responses, and view summaries generated by the Strategist agent as responses come in. See Pre-work.

Review mode layout

Review mode reorganises the panels around your deliverables:

Left panel — Deliverables list. Shows your available deliverables (meeting minutes by default, plus any you've added such as a business plan or marketing plan). Your coaching report also appears here. Click any item to display it in the centre panel.

Centre panel — Deliverable content. Displays the selected deliverable in full. You can edit, share, download as PDF, and regenerate from here. See Deliverables.

Right panel — Inputs. Shows the source material that fed into your deliverables: your notes, the full transcript (editable if corrections are needed), and pre-work responses with summaries. Use this to cross-reference the output against what actually happened.

Meeting details

At the top of the workspace you'll find:

• Meeting title — defaults to the meeting template name (e.g. "Cash Flow Profit Improvement Meeting"). If you started a meeting without choosing a template, it's titled "New meeting" until you rename it. You can edit the title from the Meetings area. The title carries through to your meeting minutes.
• Date and time — click Set Date and Time to open the picker and set when the meeting is scheduled. This isn't set automatically, so it's worth doing early — the date is used in your meeting minutes. If it's still blank when you generate deliverables, today's date is used instead.
• Client — the client this meeting is for. If no client has been selected yet, click Select Client to choose an existing client, sync from XPM, or add a new client manually. See Creating & managing meetings. for when a client is required.
• Lead Advisor — defaults to the user who created the meeting. Click the name to change it to any user in your organisation. The Lead Advisor is the only person who can view the coaching report for this meeting.

Help & support

Click the ? icon in the top right of the workspace to access:

• Show me round — a quick 4-step guided tour of the workspace, handy for your first time or a refresher.
• Help centre — opens this knowledge base.
• Gap Academy — takes you to The Gap's learning and CPD platform.
• Ask the community — connects you with other Gap users.
• Contact support — opens a support ticket directly.
• Submit feedback — share product feedback from right inside the workspace.

Other tools

The Value Gap Calculator is accessible from the top right of the workspace. For details on how to use it, see Value Gap Calculator.