What was agreed on the call,
written into the draft.
Tell me which call to look at. I read the notes in Avoma, pull out what was agreed and carry it into the document or the follow-up.
What I do for you in Avoma.
Pull out what was agreed
I read the notes and list the points both sides accepted.
Carry it into the draft
Agreed changes go into the next version of the document.
Write the follow-up
I draft the email that confirms what was agreed.
Update the tracker
Open points and owners from the call go on the tracker.
Brief someone who was not there
I write a short note of what happened and what comes next.
Check with you first
If the notes are unclear on a point, I ask before I write it in.
How I work with Avoma.
- 01
Point me to the call
Message me by email, Slack or Teams and name the meeting.
- 02
I read the notes
I read the call notes in Avoma and work out what changed.
- 03
You get the next version
The updated document comes back with a note of what I took from the call.
Illustrative example. People and documents are fictional.
Questions,
answered.
Yes. I read your meeting notes in Avoma and carry what was agreed into the draft, the follow-up or the tracker.
No. Once Avoma is connected, you ask me by email, Slack or Teams and I do the work in Avoma.
No. I work from the notes and recordings already in Avoma.
You do. When Avoma is set up, you decide what I can see and what I can send.