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Product sync · 15 July

Structured meeting

Product onboarding review

42 minutes · 4 participants

Processed

Summary

The team agreed to simplify the first-run experience around one primary workflow. Advanced configuration will move behind progressive disclosure, while analytics coverage is completed before release.

Decisions

  • Reduce onboarding from five steps to three.
  • Keep workspace templates optional during account creation.

Action items

Share revised onboarding flow

Maya

Confirm analytics event names

Jon

From noise to alignment

A meeting document that improves after the call ends.

Structured summary
Decisions
Action items
Unresolved questions

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Everything important, without another complicated dashboard.

Editable by default

AI gives you a strong first structure. You remain in control of the final document.

Chat with the context

Ask targeted follow-up questions grounded in the meeting, not generic model memory.

Share only what matters

Create a clean read-only page without exposing private chat history or workspace data.

Simple workflow

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01

Bring the rough notes

Paste raw notes without cleaning, formatting, or rewriting them first.

02

Create shared understanding

ContextDesk separates the signal into a clear, editable meeting document.

03

Keep the context useful

Ask follow-up questions, update the document, and share a focused read-only view.

Leave every meeting with something people can use.

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