Walk into every meeting prepared
The executive agenda is synchronised with Google and Microsoft calendars. Each meeting opens with its people, their open commitments and the opportunity behind it, and the agenda checks the drive between in-person appointments.
Who uses it
- Managing director
- Partner
- Authorised assistant
What it does
- Two-way calendar sync with Google and Microsoft 365, with push notifications where the server has a public address.
- A briefing per meeting: the contacts, their open commitments and the related opportunity.
- Meetings without an agenda flagged, with the option to ask the Concierge to prepare a briefing.
- Travel checks between in-person appointments, with your arrival margin.
- Availability for an in-person meeting that keeps the drive to and from it around your other appointments.
- A relationship map, “near me” and a trip planner for whom to see in a city.
How it works
- Connect your calendar; choose which calendar events go to.
- Open a meeting to see its briefing.
- Record what was discussed and promised afterwards.
The controls that protect it
- Calendar events go only to the calendar you chose; a free/busy connection imports times only.
- Invitations are sent only when you tick “Send invitations”.
- Sealed and restricted contacts never appear on the map.
What it does not do (yet)
- Recurring appointments are not created in the agenda; recurring events from your calendar appear as their individual instances.
- Without a maps service, travel uses a straight-line estimate or your travel buffer, and says so.
