Feature guide · Meeting agenda
Save the question before the next meeting
· 3 min read · OperatorOS
The useful question often comes to you hours before the meeting: while checking a handoff, reviewing a visit or finishing a conversation. Saving it then makes preparation easier later. Meeting Agenda gives those questions a place to wait, whether your next discussion is with one manager or involves several locations.
These steps use Meeting Agenda in the live web companion for existing OperatorOS customers. They cover written topic preparation, without starting a recording or generating AI analysis. Web-only signup and billing remain coming soon.
Capture the question while it is specific
Imagine a fictional manager, Riley, at Pine Street Market. During the afternoon handoff, Riley notices that two people are checking the same delivery notes. There may be a good reason, but Riley wants to understand the process at the next manager one-on-one.
A topic such as “Delivery” will be hard to interpret a few days later. Save the question and enough context to recognize it. You are preparing something to discuss, rather than deciding the answer before hearing from the people involved.
Pine Street — ask how delivery notes are checked during the afternoon handoff, and whether the two checks serve different purposes.
Add the topic to your agenda
- 1Sign in with your existing OperatorOS account, then open Meeting Agenda using the link at the end of this guide.
- 2In What do you want to discuss?, enter one question or discussion point. Include a person or location in the text when you need that context.
- 3Choose General, Weekly Call, Monthly Review or Manager 1-on-1. If useful, select a Time Estimate of 5, 10, 15, 20 or 30 minutes.
- 4Choose Add Topic. Confirm that it appears under the intended category, with the time estimate when you selected one.
The category groups your saved topics. It does not select a particular calendar event, notify a manager or assign the question to another person. The topic stays in your own notebook for you to bring into the conversation.
Review what is still waiting
Before the meeting, choose Pending to see topics you have not marked discussed. Look at the relevant category and choose the points that fit the conversation. A time estimate is a planning aid; adding one does not book time or start a countdown.
For Riley, the handoff question might need ten minutes. If there are several other topics, Riley can decide which need attention now and which can wait. That is more useful than trying to work through every saved thought simply because it is on the list.
After you cover a topic, select the small square beside it to mark it discussed. The Discussed filter lets you return to those items, including their recorded discussion time. Selecting the square again returns a topic to pending if you marked it by mistake.
Keep discussion and follow-through distinct
Practical tip: begin topic text with a recognizable location or person when you use the same category for multiple conversations. “Pine Street — delivery handoff” will be easier to recognize than several entries called “Handoff.”
Marking a topic discussed records that you covered it. It does not mean an agreed action is complete. If Riley and the manager decide to test a different handoff process, save that next step separately as a commitment with an owner and due date.
The expected result is a shorter preparation routine: your questions are already saved, the relevant topics are easy to review, and you can see which conversations still need to happen.