Weekly business review

1. Read the meeting notes.
2. List the decisions made.
3. Record each with an owner and a reason.

Needs from you: Meeting notes.

What it needs connected: Workspace activity log.

Where a person is designed to decide: Record each with an owner and a reason.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

1. Read the document or transcript.
2. Pull out the key points.
3. Write a short summary with page or time references.

Needs from you: The document, link or recording.

Where a person is designed to decide: It is designed only to read and report, so it has no approval step.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: Hindi and regional.

1. Read new payments and milestones.
2. Add them to the ledger.
3. Show the running total and the next milestone.

Needs from you: Payments received; Milestone list.

What it needs connected: Accounting export file.

Where a person is designed to decide: It is designed only to read and report, so it has no approval step.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: UPI.