Prepare for a client meeting

Arrive with the questions that move the project forward. This recipe uses a Relio homepage review to turn recent context and open tasks into a focused agenda. Before you start: open the correct workspace and project. Have a meeting available in Kato; connect Google Calendar if you want to bring in a scheduled event. Ask Kato needs the relevant workspace context and available credits.

Check the meeting details

Open the meeting and confirm its title, Start & End, Organizer, Location, and Participants. Check the meeting link as well as the time. Review any existing agenda before writing a new one.

Read the latest project context

Open the related project. Review its description, current status, recent activity, and linked tasks. Look for decisions already made, missing assets, and work waiting for input.Write down the source of each question so you can return to it during the call.

Ask for a preparation draft

Open Ask Kato, type @, and select the intended project. Ask for a preparation draft:

Using the mentioned project and its open tasks, draft an agenda for our
next client review. Suggest five questions about unresolved decisions,
missing assets, and work waiting for client input. Include the relevant
task names and flag missing context. Do not invent decisions or deadlines.

Turn the draft into a decision agenda

Check the suggested questions against the source tasks. Remove anything already resolved, then add the useful questions to your meeting agenda.For a homepage review, an agenda might ask:

Who is the primary audience for the first release?
Which call to action should lead the page?
Which screenshots support the proposed product benefits?
Who reviews the brief, and when can they review it?

These are example questions, not recorded Relio decisions.

Keep the source material close

Connect the relevant records where the meeting supports links. Keep the project and tasks available during the call so you can check details. Confirm that participants can access the material they need.

Check the result

The meeting has correct logistics and an agenda focused on unresolved decisions. Each question should have enough context for someone to prepare an answer. If a generated question relies on information you cannot verify, revise it. After the call, Turn a meeting into a plan.

​Check the result

Check the result