Refinement prep — agenda and task review ready before the meeting

The scenario finds the next meeting in Action Network, pulls the tasks from Microsoft Excel 365, reviews each from three angles, and sends you a ready agenda email at Gmail — it goes out to attendees only after you approve it.

  • Tasks get reviewed before the meeting, not during it
  • Every task is checked from three angles: value, feasibility, readiness
  • Notes are written straight back into Microsoft Excel 365 next to the task
  • The email to attendees goes out only after you approve it