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Live1:1 Management Engine

Live for structured 1:1 workspace, agendas, notes, action items, and decisions

Run a 1:1

Use this guide for the shipped 1:1 workspace: agenda, notes, action items, and decisions.

Prepare​

  1. Open Meetings.
  2. Select the employee or open the scheduled meeting.
  3. Add agenda items before the meeting.
  4. Review prior decisions and open action items.
  5. Keep sensitive HR investigation details in ER Cases, not in shared meeting notes.

Run the meeting​

  1. Open the meeting workspace beside the video call.
  2. Work through the shared agenda.
  3. Capture shared notes in the meeting note area.
  4. Add action items with owner and follow-up context.
  5. Capture durable decisions in the decision log instead of burying them in prose notes.

Follow up​

  • Reload the meeting and confirm notes, decisions, and action items persisted.
  • Mark completed action items done.
  • Carry unresolved items into the next 1:1.
  • Use post-meeting review surfaces where enabled.

Boundaries​

Audio capture, AI coaching, and AI summaries are not universal live scope. Treat them as preview, gated, or roadmap unless your tenant has explicit enablement.