How to Capture Your Meeting Content

Table of Content

What Is a Content Space?

How to Create an Agenda Item

How to Create an Action

How to Create Notes

How to Create a Decision

How to Create a Poll

How to Add Comments, Reactions, and Mentions to a Content Item

How to Add Tags to a Content Item

How to Link Content Items to Each Other

How to Add Attachments to a Content Item

How to Add Tables as a Content Item

How to Rearrange Your Content Items

How to Keep Your Notes Private in a Meeting

How to Use Public Chat

How to use Private Chat

How to Search for Any Type of Meeting Content across All Meetings

How to View All Actions and Files Relevant to a Meeting

What Is a Content Space?

In adam.ai, a content space is a specialized area where you can capture and organize meeting information. This space has various tools to help you efficiently capture meeting content. You can create various content items, including agenda items, notes, actions, polls, decisions, and attachments, and customize their properties.

The content space updates in real time, allowing editors and participants to collaborate seamlessly. Any changes made will be immediately reflected in the space, and each editor or participant will have a label to mark their contributions.

You can easily track changes by checking the indicators below the relevant content item.

How to Create an Agenda Item

  1. Type “/agenda," or choose "Agenda" from the drop-down list. 
  2. Write an agenda item and choose a speaker(s) by clicking on the member icon next to it on the right. Set a time by clicking on the timer.
  3. Click on the circle on the left to check the item as complete.

    Meeting Room - Agenda-min

How to Create an Action

  1. Type “/action," or choose "Action" from the drop-down list.
  2. Write an action, and choose an assignee(s) by clicking on the member icon next to it on the right.
  3. Add a due date by clicking on the calendar icon.
  4. Click on the three horizontal lines next to the action on the left and choose "View details" from the drop-down list to open "Item details."
  5. Choose priority, add sub-actions, add more assignees, and fill in the description.

    Meeting Room - action-min

How to Create Notes

  1. Write a note anywhere in the content space.
  2. Edit your notes using your preferred styles like font, color, highlight, etc.

Meeting Room - Notes-min

How to Create a Decision

  1. Type "/decision," or choose "Decision" from the drop-down list.
  2. Write a decision and choose an owner by clicking on the member icon next to it.
  3. Click on the three horizontal lines next to the decision on the left and choose "View details" from the drop-down list to open "Item details."

    Meeting Room - Decision-min

How to Create a Poll

  1. Type slash “/poll," or choose “Poll” from the drop-down list.
  2. Add your question and multiple options for the attendees to choose from.
  3. Reorder the options by clicking and dragging the three lines next to each option on the left.
  4. Click “Create”.

    Meeting Room - poll-min

How to Add Comments, Reactions, and Mentions to a Content Item

All meeting participants can have conversations related to a specific content item (e.g., agenda, action, poll, etc.). This will help you, for example, reach better decisions or write more detailed actions.

The participants can also react to the comments and mention other participants (using @) or content items* (using #), such as another agenda item, an important note, a poll, or a decision.

  1. Click on the three horizontal lines next to a content item on the left.
  2. Choose “Comment” or “Add reaction" from the drop-down list.

Meeting room - add comment-min

Alternatively:

  1. Click on the three horizontal lines next to the content item on the left.
  2. Choose "View details" from the drop-down list to open the "Item details."
  3. Under the “Comments” tab, add comments or mentions.

Meeting Room - Action Details - comments-min

*You can mention content items that belong to the meeting in progress or previous meetings.

How to Add Tags to a Content Item

Make your content items, like agendas, notes, actions, and more, easily searchable across all meetings by adding relevant tags to them.

  1. Click on the three horizontal lines next to the content item on the left.
  2. Choose “Add tag" from the drop-down list.

Alternatively:

  1. Click on the three horizontal lines next to the content item on the left.
  2. Choose "View details" from the drop-down list to open the "Item details" box.
  3. Under the “Tags” tab, add relevant tags of your choosing.

Meeting Room - Action Details - tags-min

How to Link Content Items to Each Other

Link your content items together to create solid connections. For example, you can link an agenda item to another agenda item, action, poll, or decision in the current or previous meetings.

  1. Click on the three horizontal lines next to a content item on the left.
  2. Choose "View details" from the drop-down list to open "Item details."
  3. Under the “Related” tab, find “Linked items.”
  4. Click “Link to item" to open a searchable drop-down list with available items to link to, which are marked according to the type of content (i.e., if it’s a poll, you’ll see the poll symbol next to the item on the list).
  5. Click on the item you wish to link. 

Meeting Room - link items-min

Note: You can link an item that belongs to the current or previous meetings.

How to Add Attachments to a Content Item

Add any attachments to support your agenda items, notes, decisions, or polls and make information clear and accessible for your meeting participants.

  1. Click on the three horizontal lines next to a content item on the left.
  2. Choose “Add attachment" from the drop-down list.

Options

Alternatively:

  1. Click on the three horizontal lines next to a content item on the left.
  2. Choose "View details" from the drop-down list to open the "Item details" box.
  3. Under the “Related” tab, add relevant attachments.
  4. Click on the uploaded file to access its features: linked items, comments, and tags.

    Add Attachment to Agenda (Linked by Default)

Note: You can upload attachments not only to a specific content item, but also to the meeting itself, from your device, Google Drive, Dropbox, or OneDrive.


Quickview-Oct-17-2023-11-07-26-9977-AM

How to Add Tables as a Content Item

  1. Click on the "+" sign drop-down list to view content items.

    Add

  2. Choose "Table" from the menu to add a table as a content time for an extra layer of organization.

    Real Content

How to Rearrange Your Content Items

Easily click and drag any item to a new position in the content space to personalize your meeting experience.

Tip: You can select multiple content items to duplicate, delete, or rearrange content items or link to other content items.

Multi-Select Items - Highlight Box

How to Keep Your Notes Private in a Meeting

Add notes that are only visible to you by clicking on the eye icon located on the top right of the public content space.

Meeting Room - private notes-min

How to Use Public Chat

  1. In the meeting room, click on the speech bubble icon on the upper right.
  2. A meeting chat box will open on the right.
  3. Navigate to the "Public Chat" tab and start your conversation.

    Meeting Room - Chat-min

Notes:

  1. In the chat, you can react to people's messages using emojis. You can also tag and mention meeting attendees and meeting content.
  2. All chats are saved in the meeting room.

How to Use Private Chat

  1. In the meeting room, click on the speech bubble icon on the upper right.
  2. A meeting chat box will open on the right.
  3. Navigate to the "Private Chat" tab.
  4. Use the search bar to search for the attendee you want to have a conversation with.
  5. Click on the attendee's name and start your conversation.

Notes:

  1. In the chat, you can react to messages using emojis. You can also tag and mention meeting attendees and meeting content.
  2. All chats are saved in the meeting room.

How to Quickly Find Any Type of Meeting Content across All Meetings

  1. Navigate to the search bar at the top of your interface.
  2. Click on "All" and choose "Content."
  3. Type any keyword and a list of matching results will be generated.

    Meetings - List - Search-min-1

How to View All Actions and Attached Files Relevant to a Meeting

  1. At the top of your content space, click on Action counterto check out all assigned actions during your meeting.
  2. Click on Attachment counter to check out all attachments uploaded during your meeting.
  3. These icons have a counter next to them which counts toward each assigned action or attached document.

Meeting Room - All Meeting Attachments-min