Meetings
it’s already in the room.
Joins meetings, captures decisions, follows up after.
01The call
scroll is the meeting.
Every decision lands on the timeline as it’s said.
Call ended · 24:18Atlas · Product review
3 decisions · 5 action items · 2 open questions · 1 insight
- 00:00Sara KimLet’s start with onboarding. Maya, what did testing show?
- 02:41InsightOnboarding friction is a recurring themeMaya ChenThe new setup flow tested well, but people still stall at the integrations step.Insight
- 05:12Sara KimAnd activation’s down 8% since the Aug 12 release.
- 08:30Action itemDev · Move Slack connect after first projectDev PatelIf we defer the Slack connect, we can ship it this sprint.Action item
- 11:04DecisionShip the shorter onboarding flow on Oct 14Sara KimLet’s do that. Ship the shorter flow on the 14th.Decision
- 12:38Action itemDev · Size Onboarding v2 before ThursdayDev PatelI’ll size it before Thursday’s review.Action item
- 13:47Open questionShould imports stay behind the trial?Maya ChenShould imports stay behind the trial?Open question
- 16:20DecisionReplace the product tour with a 3-step checklistSara KimKeep a checklist, drop the product tour.Decision
- 17:55Action itemMaya · Empty-state designs by FridayMaya ChenI’ll have the empty states by Friday.Action item
- 19:10Action itemMaya · Checklist copyMaya ChenAnd I’ll rewrite the checklist copy.Action item
- 21:35DecisionTrack activation weekly until it recoversSara KimWe watch activation weekly until it’s back.Decision
- 22:40Open questionDo we email existing trial users?Dev PatelDo we tell existing trial users?Open question
- 23:30Action itemSara · Brief customer successSara KimI’ll brief customer success today.Action item
- Call ended · 24:18See the recap ↓
02The recap
in everyone’s inbox before they close the tab.
SelixaAppjust now
Product review · Sep 24 · 24 min · Sara, Dev, Maya
Decisions
- Ship the shorter onboarding flow on Oct 14
- Replace the product tour with a 3-step checklist
- Track activation weekly until it recovers
Action items
- Dev Patel · Move Slack connect after first project
- Dev Patel · Size Onboarding v2 before Thursday
- Maya Chen · Empty-state designs by Friday
- Maya Chen · Checklist copy
- Sara Kim · Brief customer success
Open questions
- Should imports stay behind the trial?
- Do we email existing trial users?
Insight
Onboarding has come up in 4 meetings this month.
3
03Where you meet
works where you meet.
- Zoom
- Google Meet
- Sara KimProduct
- Dev PatelEngineering
- Maya ChenDesign
- Selixa
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