Connect4

How to blur or change background on Connect4

Blur or change your background on Connect4 video

Hold video calls on MS Teams and let Connect4 handle everything else

How to use Connect4 with Microsoft Teams

Connect4 is designed to complement your video platform of choice.

How to use Connect4 with MS Teams, Zoom, Google Meet or any other video conferencing platform

How does Connect4 work for my clients?

Use Connect4 for any meeting with clients - whether video meetings, in-person meetings or phone calls!

Can I use Connect4 for in-person meetings or phone calls?

Use Connect4's picture in picture to make screen sharing more comfortable when using native Connect4 video

Can I see people when screen sharing?

Use a personal pod as the place or destination for quick or discovery conversations with clients, prospects or team.

What is a personal pod?

Finding a time in your diary is easy is with Calendly. Read on to find out how to use it with Connect4.

Using Calendly with Connect4

Connect4 helps you bring more to your post meeting workflow  by efficiently using your meeting tools for easy follow-up.

Post meeting workflow

Best practice at the end of any meeting is to book the next. Connect4 prompts this action at the bottom of the meeting agenda.

Set a follow-up meeting

Quickly get an agenda setup in a pod by restoring the previous meeting's agenda and adjusting from there.

Can I restore the previous meeting's agenda?

Use Connect4's post meeting email workflow to have the email picked up by Karbon.

How to use with Karbon?

Scheduling a meeting in your pod is quick & easy. Learn how here.

How to schedule a meeting?

Sometimes changes must be made! Let's learn how to edit a scheduled meeting - video, in-person or call - in Connect4.

How to edit a scheduled meeting?

You've been invited to a Connect4 meeting. Let's go through how to join and what you can do before your first meeting.

How do I join a Connect4 Meeting?

Quickly add a participant to the pod while a meeting is ongoing to keep the meeting flow rolling.

How to Add Participant During Meeting

Understand the health of the meetings you host.

What are meeting insights?

Turn meetings into actions. Connect4 allows you to assign pod attendees actions during or after meetings to keep moving forward together.

How do I use actions?

Communication post meeting is key to progressing relationships and that starts with meeting notes output.

How to leave meeting notes

Know where you left off by reviewing the meeting notes entered from the last meeting (and all prior meetings) hosted in the pod.

How to review last meeting notes?

Meeting minutes are essential to keep note on what was discussed. Designate the editor role in your meeting to edit & add notes.

Why can’t I edit or add to meeting notes?

The ideal way to debrief to a meeting is to send a summary email. Attach action, meeting notes and personal message.

How to send a summary email

Add a 60 second meeting summary video or a URL of the Loom recording after your meeting with these quick steps.

How do I add recordings after my meetings?

Use emoji's to help remember your favourite saved templates or to bring some colour to your meeting summaries.

Emoji time! 🥸

We have created a library of different suggested types of meeting agendas. Load an Expert Agenda template and edit to suit your needs.

How do I use Connect4 Expert Agenda templates?

Who completes the meeting summary and how do they do it?

Completing the meeting summary

If you use a similar agenda regularly, save it as a template for personal or team use.

How do I create a template agenda?

A step-by-step guide for creating the visible agenda in your Connect4 pods.

How do I create an agenda?

Andrew Jordon

Rory Macrae

How to use the most efficient meeting format.

Meetings

Meeting participants can add items for discussion in agendas using this collaborative tool.

Can meeting participants suggest topics?

Share your agenda before you meet using Connect4.

Email agenda

Meeting Agenda

We may not like it, but sometimes meetings get cancelled. Let's learn how to cancel a scheduled meeting in Connect4.

Meeting Agenda

FAQ