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Meetings & Agendas

Meetings that move work forward

Turn every conversation into momentum. Build clear agendas, connect conversations to goals and KPIs, assign next steps, and keep every decision searchable — so your team shows up ready, leaves aligned, and always follows through.

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Better prep. Better meetings. Real follow-through.

All your meetings, right where you need them

Connect with your Google Calendar or Microsoft Outlook Calendar so the meetings you already have can flow into Trainual — where prep, context, and follow-through stay connected.

Clear agendas. Sharper conversations.  

Keep every 1:1, team sync, and leadership meeting focused with clear agendas, so the conversation stays focused and the work keeps moving.

"I’ve been loving that all our meeting agendas and action items are now in one connected place. The team feels more aligned and productive than ever — and we can clearly see how our work and priorities are impacting the goals and KPIs we’re tracking."

Teams love us for Meeting Management!

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PREP TALK

Walk in knowing what needs attention

Let AI scan the signals before you meet, so you can:

  • Review open action items from previous meetings.
  • Spot blockers reported by your team.
  • Show up ready to discuss what needs a decision.
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KEEP THE MAIN THING THE MAIN THING

Get goals and KPIs in every conversation

Tie meetings to measurable priorities, so you can:

  • Bring the priorities and numbers your team owns into every sync.
  • Build decisions around the metrics and outcomes that matter.
  • Tie every next step to a clear owner and accountable follow-through.
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FOR THE RECORD

Give conversations your full attention while transcripts auto-generate

Let the built-in AI notetaker handle meeting notes, so you can:

  • Catch up fast with an AI summary of the key points after every call.
  • Walk out with follow-ups auto-captured as recommended action items.
  • Find who said what from anywhere in Trainual, or in the searchable transcript (with names and timestamps).
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Frequently asked questions

  • What it is: The business operating system growing teams of 25-1,000 use to make sure what gets decided actually gets done — meeting management, decision tracking, goal setting, KPI scorecards, and team updates in one place.
  • Who it's for: Ops leaders, team managers, and owners tired of "circling back" on the same things.
  • What changes: Five tools become one. Goals and KPIs get visible. Decisions get owners. People actually follow through — fast. 
  • Your first action item starts now: Book a demo. Owner: You. Due: Today. 💪

Structured meetings with agendas, decision and action tracking, goals and planning, KPI scorecards, and recurring team updates. A built-in AI assistant works across all of it — helping teams prep for meetings, track progress, flag at-risk goals, and answer questions about status without digging through the system.

The Operations suite is built to run the company, not to manage projects. Asana and Monday organize tasks and project execution; the Operations suite handles the management layer above that — aligning on goals, running meetings, tracking KPIs, and following through on decisions. Many teams run both: one for the project work, one for how the business operates.

Absolutely. Think BOS where the EOS framework is optional. You get the core BOS capabilities — goals, scorecards, meetings, roles and responsibilities, org charts, and accountability — without being locked into one methodology. Unlike platforms built around a single framework, it adapts to how your team already works. Paired with Trainual's Training suite, operations, training, and documentation stay in one place.

Nope. The Operations suite works on its own as a complete system for running your team. It's stronger paired with the Training suite, because that connects how work should be done to how it's actually getting done — but it isn't a requirement.

It replaces the patchwork. Meetings, goals, scorecards, team updates, and accountability live in one system instead of spread across spreadsheets, docs, and point solutions — so less falls through the cracks and your team spends less time hunting for where something lives.

Yes. A built-in AI assistant answers questions about progress, priorities, blockers, ownership, and team performance using your own operational and training data. It can also draft meeting agendas from open decisions and next steps, and flag goals that are drifting off track.

Most teams are up and running in about four to five weeks, depending on which suites you're implementing. It runs as weekly 30-minute sessions with action items in between, so by the last call, your team is already using it.

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Implementation specialists guide you through adding your team, structuring your groups, and building your content. From there, it's setting up your goals, scorecards, and meetings — and launching with confidence (with ongoing support from there on out, of course).

Yes — Trainual supports single sign-on through Okta, Microsoft Entra, and Google, so your team logs in with credentials they already use.

Trainual's Operations suite connects to Google Calendar and Microsoft Outlook Calendar, so the meetings you already have flow into Trainual — where prep, context, and follow-through stay connected. 

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Trainual also syncs with 15+ HRIS and payroll systems, including ADP, Paychex, Paycor, UKG, TriNet, and Justworks, so your team lands in Trainual the moment they're hired — and their roles, departments, and managers stay current without any double entry. See all integrations.

Training builds clarity. Operations drives execution. Performance ensures improvement.

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Training suite documents how work should get done — roles and SOPs, onboarding paths, and a searchable knowledge base your team can pull answers from.

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Operations suite runs the week — meetings and agendas, decisions and action tracking, goals and planning, KPI scorecards, and team updates.

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Performance suite grows your people — reviews, expectations, and growth feedback.

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Each works on its own. Together, they connect what your team should be doing, what they're actually doing, and how they're getting better at it.

Still got questions? Let’s talk

Smarter than your smartest employee. Faster than your shared drive.

The know-it-all tool every employee uses to understand what to do, how to do it, and who’s doing what. Purpose-built to make your team instantly more productive, consistent, and aligned from day one to day 1,000.