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Meeting agenda

Channel
Document
Use when
You are preparing a meeting or call and want to share the plan in advance.

Tip: Send the agenda a few days ahead and invite the partner to add items. Leave time at the start for greetings.

Fill every field before you send. Remove any line that does not apply, rather than leaving a field empty. Adjust the greeting to the time of day where your partner is.

Fill in the details

Details you enter are remembered on this device for your next template.

Your company name.
The partner's company name, spelled exactly as they write it.
The date of the meeting or call, written day, month, year (for example 14 May 2027).
The time of the meeting or call.
The time zone, for example WAT (West Africa Time) or ET; give both where you can.
The address, or the video or phone link.
The people attending, with titles and roles.
Key points, steps or agenda items. Delete any you do not need.
Key points, steps or agenda items. Delete any you do not need.
Key points, steps or agenda items. Delete any you do not need.

Preview

Meeting: {{MyCompany}} and {{PartnerCompany}}

Date and time: {{MeetingDate}}, {{MeetingTime}} ({{TimeZone}})

Location or link: {{MeetingPlace}}

Attendees: {{Attendees}}

1. Welcome and introductions

2. Updates from each company

3. {{Point1}}

4. {{Point2}}

5. {{Point3}}

6. Questions and other matters

7. Agreed next steps and date of the next meeting

10 fields still to fill in.

Check this in Message Check

From DealDialect (dealdialect.com) by Ayomide Adeyeye, licensed CC BY 4.0.