A quick introduction to Fluid Meetings

Modified on Thu, 4 Jul at 11:35 AM

The Meetings module in Fluid is designed to enhance governance, centralise action and decision tracking, and link meetings to projects. Here are the key functionalities and benefits of using the Meetings module in Fluid:

  1. Meeting Management: You can manage and schedule meetings directly within the Fluid platform. This includes setting up agendas, recording minutes, and tracking decisions and actions arising from the meetings.

  2. Integration with Outlook: Although you mentioned having trouble linking Fluid to Outlook, the platform does support integration with Outlook for scheduling and managing meetings. This allows for seamless synchronisation of meeting schedules between Fluid and your Outlook calendar.

  3. Templates: You can set up meeting agenda templates to standardize preparation, ensuring all necessary topics are covered and allowing for consistent meeting management across your organisation.

  4. Meeting Series: Fluid supports managing recurring meetings efficiently with meeting series functionality, helping maintain continuity and follow-up on recurring topics or projects.

  5. Asynchronous Meetings: The platform also supports asynchronous meetings, enabling team members to update progress and collaborate on meeting outcomes without needing to be present at the same time, which can save time and accommodate varied schedules.

  6. Action and Decision Tracking: Fluid meetings are integrated with project management functionalities, allowing you to link actions and decisions directly to specific projects. This ensures that all outcomes from meetings are tracked and followed up within the context of your ongoing projects.

  7. Centralised Tracking: By linking meetings with projects, you centralise all related decisions and actions in one place, making it easier to track progress and accountability.

Fluid seamlessly integrates into your regular day-to-day meeting activity, facilitating clear objectives and complete certainty on what needs to happen next. The idea is to move away from creating mass stacks of reporting packs and the manual effort that goes into building them. The focus now is on:

  • Before the meeting
    • Improving preparation
    • Easy scheduling
    • Collaboration & Communication
  • During the meeting
    • Focused conversation
    • Clear outcomes
    • Automated minutes
  • After the meeting
    • Less emails
    • Immediate access to meeting information
    • Better feedback loops
    • Keep work moving forward

Every meeting in Fluid meeting consists of:

The meeting dashboard aggregates the information from all the sessions into a single action log with overall performance metrics. You will find on the meeting dashboard page the list of all sessions held, the action/decision log for the meeting as well as how the meeting and its members are performing.

A meeting can have an unlimited number of sessions. Capturing your meeting agenda or your meeting minutes is very easy thanks to the use of capture commands and natural language to input your meeting content. Click here to learn more about capturing your content.  

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