This guide walks you through running your first meeting in The Gap — from creating the meeting through to sharing deliverables with your client. You can be up and running in minutes.
If you want to explore any step in more detail, each section links to the full article.
Go to Meetings from the main menu and click New Meeting. The meeting workspace opens immediately, with a modal prompting you to choose a meeting template.
Select the type of meeting you're delivering and the workspace loads with the relevant agenda and pre-work templates ready to go. If you'd rather start from scratch, close the modal and pick your templates later.
→ Creating & managing meetings
At the top of the workspace:
You don't have to do all of this before you start. You can take notes, build your agenda, and record an in-person meeting without a client selected — you'll just be prompted to choose one when you send pre-work, invite Scribe to an online meeting, open the Value Gap Calculator, or share a deliverable.
In the right-hand panel, click Send Pre-work to preview the pre-work questionnaire, select your client contacts, and send it out. Your clients will receive an email with a link to complete the form — no account needed.
As responses come in, the Strategist agent will summarise the key points for you automatically.
The left-hand panel contains your agenda — structured sections with talking points and timing. If delivery notes are available, they'll appear below each section with advisor-only guidance.
You can use the agenda as-is, edit it on the fly, or swap to a different template using the dropdown at the top of the panel.
→ Agendas
When it's time, invite Scribe to transcribe the conversation. Click Transcribe at the top of the centre panel, paste your meeting URL (Zoom, Microsoft Teams, or Google Meet), and click Invite. Scribe joins the call and transcribes automatically once admitted.
Take your own notes in the centre panel alongside the transcription — use it for key observations, follow-up reminders, or anything you want to capture in your own words.
When the meeting ends, switch to the Review tab. The Producer agent will generate your meeting minutes automatically, using your agenda, notes, transcript, and pre-work responses.
You can add additional deliverables (like a business plan) by clicking the + button in the left panel. Everything is editable — treat the output as a strong first draft and refine it to suit your client.
Click the Share button at the top of the deliverable to send it to your client contacts. They'll receive a link to view it in their browser — no account required. You can also download it as a PDF.
In the left panel of Review mode, click on the coaching report to generate it. The Coach analyses your meeting and provides private feedback on your delivery — what went well, what to improve, and three things to do differently next time.
Only you (the Lead Advisor) can see this report.
You've just run your first meeting in The Gap. From here, you might want to: