Meetings and follow-ups

Kato meetings give your team one place for the agenda, working notes, related records, and follow-up work.

Before the meeting

Open the meeting and add the questions or decisions that need attention. Link the relevant client, company, or project record so the context is easy to find.

During the meeting

Capture decisions in plain language. When someone commits to a next step, create an action item with an owner instead of leaving it buried in the notes.

After the meeting

Review the action items before everyone leaves. Confirm that each one has:

• A clear result.
• One owner.
• A realistic due date when timing matters.
• The related meeting or record attached.

If your calendar is connected, Kato can keep scheduled meetings close to the rest of your workspace activity.