The Prep sheet shows a short Meeting Overview, then your Meeting Agenda with concise, type-tagged items (Decisions, Key Risks, Actions, Notes). Each item links back to its exact source page, so you can verify in one click and walk into the room ready.
What you can do
Skim the overview and scan agenda-aligned prep items at a glance.
Filter fast with Quick Filters: Decisions, Key Risks, Actions, Notes.
Open sources from any item (page icon) to the exact passage in Board papers.
Add notes (top-right Add Note) or promote from Board papers, Deep dives, or Janet.
Export & share
Share back to your personal email, or with the Chair directly through Tutaki.
Use the Share/Print controls on the sheet to distribute.
Troubleshooting
Items missing: Clear filters (Decisions/Key Risks/Actions/Notes) and verify the correct meeting.
Source link opens the wrong page: The pack likely re-paginated - refresh the page or try replacing the document. If that doesn't work reach out to [email protected].
FAQs
Is the Prep sheet personal or shared?
Is the Prep sheet personal or shared?
It’s a personal view for the meeting. If you want you can share with others via the Share or Print buttons.
Can I remove insights?
Can I remove insights?
No, you can filter off insight categories (i.e., actions) but not remove individual insights. We are working on this!
Do filters change the export?
Do filters change the export?
Yes, exports reflect what’s on screen. Clear filters to export the full sheet.
Learn more
Dashboard: see how you can create a personalized company update dashboard with Tutaki
Board papers: read all your board papers in one view
Deep dives: drill into trends and specific topics across documents