What it changes for your role.
Six roles, and for each one: the plan to start with, three first steps and the questions to ask. That’s all you need to read to begin.
Leadership
See where deals stand without asking, and know what was decided in meetings you missed.
- Connect the shared inboxes, then your own.
- Build an automation: a summary of your deals, every morning.
- Send the Meet notetaker to meetings you can’t attend, after telling the participants.
Questions to ask:
- Which deals haven’t moved for a month?
- What did we decide with this customer last time?
- What’s waiting for a decision from me?
Sales
Find a customer’s whole history before you call, start the day with a short list, and stop chasing people who have already replied.
- Describe your customers: activity, size, area. Sales searches Data for companies like them (France only).
- Open an inbox on your domain. A subdomain is enough, and it protects your main one.
- Each morning, work through today’s list: each line says why it’s there, and the message is drafted.
Questions to ask:
- What do we know about this company before my meeting?
- Where does the quote we sent this customer stand?
- Which customers haven’t I followed up this month?
Admin and finance
Find a contract or an invoice by what it says, and track what’s still owed in the same place as the deal.
- Connect the inbox your invoices arrive in, and the workspace’s Google Drive.
- Hide margins from the roles that shouldn’t see them. They stay hidden in the chat too.
- From an invoice record: reminders, payments and reconciliation.
Questions to ask:
- Which invoices are overdue?
- When does this contract end?
- Find this supplier’s latest certificate.
Construction
File every email and document under its site, ask questions of a tender file, and turn a site meeting into actions.
- Keep the construction pack offered when you open your workspace: sites, work packages, quotes, contractors.
- Drop in the documents of a tender: specifications, administrative terms, bill of quantities, rules.
- Record a site meeting with the “site” meeting notes template.
Questions to ask:
- What is the completion time for work package 3?
- Which dates did these notes move?
- Who is on this site next week?
Marketing
Get the whole team publishing on LinkedIn, each in their own voice, with approvals, and see who is posting without chasing anyone.
- Add the profiles that publish, and set up the approval flow.
- Send each person their link to connect the Chrome extension.
- Check results by person, and export them if you need to.
Questions to ask:
- Which topics did best this month?
- Draft three posts from the notes on our last trade show.
Recruiting
Look at the candidate rather than your keyboard, and keep factual notes. Meet doesn’t decide anything for you.
- Tell the candidate and get their agreement: the recorder asks you to confirm before it starts.
- Choose the “recruiting” meeting notes template: factual, with no personal judgement.
- Set how long it’s kept, then share it only with the people concerned.
Questions to ask:
- What experience did this candidate mention?
- What did they say about availability?