1
Bring the context into the meeting
Open the meeting, link the client or project record, and add the questions
you need to resolve. If you want scheduled meetings in Kato,
connect Google Calendar first.
2
Record decisions and next steps
Keep notes in the meeting. Separate decisions from actions: “Use the new
brief” is a decision; “Send the revised brief to the client” is an action.
3
Give each action an owner
Create a task for each next step, assign the person responsible, and set a
due date when needed. Link the meeting and relevant record so the next
person can find the context without reading a separate thread.
4
Prepare a follow-up
Ask Kato to draft a concise summary of the meeting’s decisions and open
tasks. Review the draft against your notes before sharing it with the client.
5
Check the result
Open each task and confirm its owner, status, due date, and links. At your
next check-in, review the tasks and update their status as the work progresses.