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Marketplace module

Meetings

Agenda and minutes

Meetings is part of the core platform.

Category: Core platform · Pricing tier: Included

Overview

Manage meetings, agenda, and minutes.

Operational benefit

Creates consistent governance records.

Operational use

Capture agendas, minutes, and outputs.

Problem solved

Fixes inconsistent meeting documentation.

Who it's for

All practice users.

Key features

  • Meeting lists
  • Agenda
  • Minutes

Example workflow

  1. Create meeting
  2. Capture notes
  3. Share outputs