1 Plan the agenda
1.1 Block off time in your Calendar to prepare for the meeting
- On your computer, open Google Calendar.
- Optional: If you want to add guests to your event, on the left click Search for people and start typing the names of your guests.
- Click any time on the calendar that doesn't already have an event scheduled.
- Add a title to the event, and any event details.
- Click Save.
1.2 Create a meeting agenda
Step 1: Create a document
To create a new document:
- On your computer, open the Docs home screen at docs.google.com.
- In the top left, under "Start a new document," click Blank
.
Step 2: Edit and format
To edit a document:
On your computer, open a document in Google Docs.
- To select a word, double-click it or use your cursor to select the text you want to change.
- Start editing.
- To undo or redo an action, at the top, click Undo
or Redo
.
Step 3: Share & work with others
You can share files and folders with people and choose whether they can view, edit, or comment on them.
Create an agenda in Docs with Gemini
- On your computer, open a Google Doc file.
- In the document, click where you want to write.
- On the left, click Help me write
.
- Enter a prompt that contains your instructions. For example:
Imagine you are the lead on a project. Write an update to your executive leadership team on [Project X]. Include the current status for each business function and next steps. Use a formal, brief tone. - Click Create.
- Review the response.
- (Optional) Click Refine then choose how you want Gemini to change the content.
When you're finished, click Insert.
1.3 Add meeting notes & agendas to Calendar events
Add meeting notes to events from Google Docs
- On your computer, open a new or existing Google Doc you want to add to an event.
- In the doc, type “@”.
- In the pop-up menu, click Meeting notes.
- Search for an event.
- Tip: You can type "next" to select the next meeting on your calendar.
- Select an event. Meeting notes are pre-populated with event details but aren't attached to the event.
- If you’re the meeting organizer: A pop-up prompts you to share and attach the document to your event. To give access, click Share & attach.
- If you’re not the meeting organizer: A pop-up prompts you to share the document. To give access, click Share. The document doesn't attach to the event.
Add meeting notes to a new event from Google Calendar
- On your computer, open Google Calendar.
- Create an event.
- Optional: Enter the title, time, guests, and other details.
- Click Add description or attachments
Create meeting notes
Save.
- Your meeting notes, pre-populated with event details, are attached to your event and shared with your guests, including those outside of your organization.
Add attachments & notes to an existing event from Google Calendar
- On your computer, open Google Calendar.
- Select an option:
- Click an event
Take meeting notes.
Pre-populated meeting notes with event details are attached to your event. - Click an event
Menu
Attach a document.
Selected meeting notes are attached to your event.
- Click an event
- Meeting notes open in a new window. On the right, click Share.
2. Schedule the meeting
2.1 Create a new event
- On your computer, open Google Calendar.
- Optional: If you want to add guests to your event, on the left click Search for people and start typing the names of your guests.
- Click any time on the calendar that doesn't already have an event scheduled.
- Add a title to the event, and any event details.
- Click Save.
2.2 Add guests
- On your computer, open Google Calendar.
- On the left, click Search for people.
- Start typing someone’s name and choose the person you want to meet with.
- At the top left, click Create
.
- Click Find a time. If the guest you invited has shared their calendar with you, you'll see when they can attend.
2.3 Find a time that works for everyone across time zones
- On your computer, open Google Calendar.
- On the left, click Search for people.
- Start typing someone’s name and choose the person you want to meet with.
- At the top left, click Create
.
- Click Find a time. If the guest you invited has shared their calendar with you, you'll see when they can attend.
2.4 Book rooms
- On your computer, open Google Calendar.
- Create a new event or open an existing one.
- To edit an existing event, click Edit event
.
- To edit an existing event, click Edit event
- If your account is part of an organization with Rooms, click Rooms.
- Based on who you invite, you can choose from suggested rooms or search for a new one.
- Click the rooms or resources you want to add.
- Click Save.
2.5 Set up video conferencing for remote guests
- In Google Drive, open the Google Docs, Google Sheets, or Google Slides file you want to share or present.
- (Optional) To edit a document, spreadsheet, or presentation simultaneously with your guests:
- In the upper-right corner, click Share.
- Add a title to your document and click Save.
- Add your meeting guests and give everyone Editor access.
- Click Send.
- Open Google Meet and join the meeting.
- Click Present now and choose what to share:
- Your entire screen
- A window
- A tab
- Click Share.
5.3 Assign tasks
- In Docs, Sheets, or Slides, select the text you'd like to comment on.
- Click Add comment
.
- Enter your comment in the box.
- (Optional) To direct your task or comment to a specific person, enter a plus sign (+) followed by their email address. You can add as many people as you want. Each person will get an email with your comment and a link to the file.
- (Optional) To assign the comment to a specific person, check the Assign to box.
- Click Comment or Assign.
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