Workflow guide / Meeting preparation

Bring a useful brief into the room.

Prepare the purpose, context, questions, and next steps from the agenda and information you have shared with Praxa.

01

Define the purpose

Start with the agenda item and the outcome you want from the conversation. Share relevant documents, decisions, or previous work so the preparation reflects the meeting you are actually having.

  • The purpose of the meeting
  • The questions that need an answer
  • The material participants should review
02

Prepare the conversation

Ask for a brief with the agenda, attendees, relevant context, and useful questions. Preparation uses your available context; it is not an automatic investigation of the people attending.

pPraxaIllustrative workflow
Meeting briefFor review
A clear purpose.
A useful next step.
Before
Context and useful questions
Together
Agenda and decisions
After
Follow-up draft and reminders
Prepared from the context you share
Illustrative meeting workflow
03

Coordinate without making assumptions

Where supported, assistant-to-assistant scheduling can propose a time for participants to confirm. A proposal becomes a commitment only after the people involved accept it.

04

Carry the next steps forward

After the meeting, share the decisions and actions you want to keep. Ask for a follow-up draft and organize tasks or reminders in the agenda. Praxa does not record or transcribe the call.

  • A follow-up message for your review
  • Tasks and reminders connected to the conversation
  • Decisions you choose to retain as context

Put it into practice

Make the objective clear.
Keep the result reviewable.

Start with the context you want Praxa to use and the outcome you need.

Prepare a meeting brief

Your next step

Start with the work
in front of you.

Bring a question, a workflow, or a standing objective.

Prepare a meeting brief