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Meetings

Publishing a meeting's records

The organiser sends each decision, task and blocker to an organisation, engagement, opportunity or contact page; Pulse suggests destinations and anywhere the organiser may read is one.

Last updated 1 min readFor team members

It is the organiser's act

Reading a meeting does not grant publishing. Seeing the suggested destinations and sending a record are the meeting organiser's; a workspace admin can too, even on a restricted meeting.

How it works

  1. Pulse suggests destinations

    An organisation, engagement, opportunity or contact; often several. Suggestions are built with the reader's own eyes and leak nothing.

  2. You choose

    From the shortlist or anywhere else you may read; search is right there.

  3. The record lands

    On each destination's page and in the team's work stream, once per destination; republishing never duplicates, even after an edit.

Not every kind publishes

Only records with a twin in the platform, decision, task, blocker, idea, risk, potential and comment, publish. A kind without a twin is refused rather than approximated.

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