A well-structured agenda sets your meeting up for success. MeetingOS gives you a few ways to build one — manually, from a template, or by letting Contio AI do it for you.
Start by planning a meeting
Click Plan a Meeting in the left-hand menu
Enter a meeting title and set the date
If your calendar is connected, click Link to Calendar Event to attach it to an existing calendar event and pull in your attendees automatically
Option 1: Build the agenda manually
Click Add agenda item and type each topic you want to cover. Add as many items as you need — you can reorder them by dragging, and edit or remove them at any time before or during the meeting.
Option 2: Start from a template
If you're running a recurring or structured meeting type, applying a System Template gives you a proven agenda structure in seconds:
Press Cmd+K (Mac) or Ctrl+K (Windows)
Select Apply template to this meeting…
Choose the template that best fits your meeting
From there, customize it as needed. See Using a System Template → for more detail.
Option 3: Let Contio AI draft it for you
Don't know where to start? Contio AI can generate a full agenda based on your meeting context.
From the command menu: Press Cmd+K (Mac) or Ctrl+K (Windows) and select Draft new agenda (or press Cmd+G on Mac as a shortcut). Contio will generate a structured agenda for your meeting based on the title, attendees, and any context it has.
From the AI chat: Click "Ask Contio anything…" to open the chat and describe the meeting you're planning. For example: "Draft an agenda for a 30-minute sales discovery call with a new prospect." Contio will write a full agenda that you can paste in and refine.
The more context Contio has — meeting title, attendees, past meetings with the same people — the more tailored the agenda it produces.
Sharing the agenda before the meeting
Once your agenda is ready, you can share it with attendees ahead of time. See Sharing Your Meeting Agenda Before a Meeting → for how to copy and send it.