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Meetings
How to use the most efficient meeting format.
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31 articles in this collection
Written by
Andrew Jordon
and
Rory Macrae
How to use Connect4 with MS Teams, Zoom, Google Meet or any other video conferencing platform
Connect4 is designed to complement your video platform of choice.
Written by
Rory Macrae
Updated over a week ago
How to use Connect4 with Microsoft Teams
Hold video calls on MS Teams and let Connect4 handle everything else
Written by
Rory Macrae
Updated over a week ago
How does Connect4 work for my clients?
Written by
Rory Macrae
Updated over a week ago
Blur or change your background on Connect4 video
How to blur or change background on Connect4
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Written by
Andrew Jordon
Updated over a week ago
Can I use Connect4 for in-person meetings or phone calls?
Use Connect4 for any meeting with clients - whether video meetings, in-person meetings or phone calls!
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Written by
Andrew Jordon
Updated over a week ago
Can I see people when screen sharing?
Use Connect4's picture in picture to make screen sharing more comfortable when using native Connect4 video
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Written by
Andrew Jordon
Updated over a week ago
What is a personal pod?
Use a personal pod as the place or destination for quick or discovery conversations with clients, prospects or team.
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Written by
Andrew Jordon
Updated over a week ago
Using Calendly with Connect4
Finding a time in your diary is easy is with Calendly. Read on to find out how to use it with Connect4.
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Written by
Andrew Jordon
Updated over a week ago
Post meeting workflow
Connect4 helps you bring more to your post meeting workflow by efficiently using your meeting tools for easy follow-up.
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Written by
Andrew Jordon
Updated over a week ago
Set a follow-up meeting
Best practice at the end of any meeting is to book the next. Connect4 prompts this action at the bottom of the meeting agenda.
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Written by
Andrew Jordon
Updated over a week ago
Can I restore the previous meeting's agenda?
Quickly get an agenda setup in a pod by restoring the previous meeting's agenda and adjusting from there.
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Written by
Andrew Jordon
Updated over a week ago
How to use with Karbon?
Use Connect4's post meeting email workflow to have the email picked up by Karbon.
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Written by
Andrew Jordon
Updated over a week ago
How to schedule a meeting?
Scheduling a meeting in your pod is quick & easy. Learn how here.
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Written by
Andrew Jordon
Updated over a week ago
How to edit a scheduled meeting?
Sometimes changes must be made! Let's learn how to edit a scheduled meeting - video, in-person or call - in Connect4.
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Written by
Andrew Jordon
Updated over a week ago
How do I join a Connect4 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.
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Written by
Andrew Jordon
Updated over a week ago
How to Add Participant During Meeting
Quickly add a participant to the pod while a meeting is ongoing to keep the meeting flow rolling.
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Written by
Andrew Jordon
Updated over a week ago
What are meeting insights?
Understand the health of the meetings you host.
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Written by
Andrew Jordon
Updated over a week ago
How do I use actions?
Turn meetings into actions. Connect4 allows you to assign pod attendees actions during or after meetings to keep moving forward together.
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Written by
Andrew Jordon
Updated over a week ago
How to leave meeting notes
Communication post meeting is key to progressing relationships and that starts with meeting notes output.
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Written by
Andrew Jordon
Updated over a week ago
How to review last 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.
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Written by
Andrew Jordon
Updated over a week ago
Why can’t I edit or add to meeting notes?
Meeting minutes are essential to keep note on what was discussed. Designate the editor role in your meeting to edit & add notes.
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Written by
Andrew Jordon
Updated over a week ago
How to send a summary email
The ideal way to debrief to a meeting is to send a summary email. Attach action, meeting notes and personal message.
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Written by
Andrew Jordon
Updated over a week ago
How do I add recordings after my meetings?
Add a 60 second meeting summary video or a URL of the Loom recording after your meeting with these quick steps.
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Written by
Andrew Jordon
Updated over a week ago
Emoji time! 🥸
Use emoji's to help remember your favourite saved templates or to bring some colour to your meeting summaries.
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Written by
Andrew Jordon
Updated over a week ago
How do I use Connect4 Expert Agenda templates?
We have created a library of different suggested types of meeting agendas. Load an Expert Agenda template and edit to suit your needs.
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Written by
Andrew Jordon
Updated over a week ago
Completing the meeting summary
Who completes the meeting summary and how do they do it?
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Written by
Andrew Jordon
Updated over a week ago
How do I create a template agenda?
If you use a similar agenda regularly, save it as a template for personal or team use.
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Written by
Andrew Jordon
Updated over a week ago
How do I create an agenda?
A step-by-step guide for creating the visible agenda in your Connect4 pods.
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Written by
Andrew Jordon
Updated over a week ago
Meeting Agenda
Can meeting participants suggest topics?
Meeting participants can add items for discussion in agendas using this collaborative tool.
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Written by
Andrew Jordon
Updated over a week ago
Email agenda
Share your agenda before you meet using Connect4.
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Written by
Andrew Jordon
Updated over a week ago
FAQ
How to cancel a scheduled meeting?
We may not like it, but sometimes meetings get cancelled. Let's learn how to cancel a scheduled meeting in Connect4.
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Written by
Andrew Jordon
Updated over a week ago