Keep your meeting briefing, goals, agenda, and run sheet together in one Sidekick preparation panel. Generate a run sheet for a meeting even when you wrote the goals and agenda yourself, without depending on automatic preparation or Hive CRM.
For qualifying customer meetings, background preparation fills blank briefing, goals, and agenda fields in the same panel. Content you entered by hand takes priority. CRM account context can enrich the run sheet when CRM is enabled.
Where to find it:
Open the meeting preparation panel in Sidekick and use Generate run sheet.Who it helps:
People preparing meetings by hand or using automatic preparation can keep their plan in one place and generate a run sheet without switching between separate preparation panels.