You have a meeting coming up - an important discovery call with a prospect. Today, you’d have to go to your company’s Google Drive, create a new document in the prospect’s folder, and create a weird title to name it. WORST - you can also create a note in OneNote, but it would be lost in the abyss, never to be read again.

In Pod, you can create a new document in one-click directly from your Calendar.

Hover over any meeting in your calendar and you’ll be able to click on the purple doc icon to create a new document. The new document will have already been assigned to the meeting you selected and you’ll be ready to go.

You can select from one of your available templates to avoid recreating the wheel every time. More details in Doc Manager section.

Document creation in Calendar View

Related Articles:

...

💡 Need help? Send us a message via the in-app chat or email us at [email protected].

🤝 Want to talk to someone? Book a session with one of our specialists!