How This Tana Meeting Setup Eliminated 90% of My Meeting Prep Time
I used to waste 10-30 minutes per meeting just hunting for basics like discussion items, tasks from last meeting and project notes.
And the problem is only multiplied when you consider how many meetings you have each week. It’s not just 10 minutes here or there. It ends up being hours wasted just preparing for meetings. Not to mention the mental clarity it steals from you BEFORE you even get on a meeting.
So I created a Tana meeting system that helps me surface everything I need for meetings in less than 30 seconds. I can pull in everything related to that meeting by persona and project and walk into a meeting feeling like a superstar.
In this video I’m going to show you exactly how to setup a system like this in your own Tana workspace:
- How to auto-pull agenda items for anyone in your meeting
- My simple system for tracking open tasks by person (perfect for teams and coaching)
- The project context trick that brings in every relevant note, task, and document
The best part? Setting this up takes less than 10 minutes, but will save you hours every week and make you look like the most prepared person in every meeting.
Click Below To Watch How This Tana Meeting Setup Eliminated 90% of My Meeting Prep Time 👇
Whenever You’re Ready To Turn Your ‘Notes’ Into A Powerful Personal Knowledge Co-Pilot — Here Are Three Ways I Can Help:
- Get some easy, quick Tana tips to take your workflows to the next level with my free Tana Toolbox Newsletter.
- Check out my Tana Fast Track Course if you want to jump all the way into building an AI Powered Personal Knowledge Co-Pilot that doesn’t just organise your work — but does work for you.
- Add one click meeting summaries to any of your meetings with my Meeting Magic Tana Agent Plugin.
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