Using CafeX before a meeting

This article is part of a series of articles about learning to use CafeX. To start the series see: Learning to use CafeX.

Before a meeting
Schedule a live session and start a Track. Live sessions are an important part of tracks. Often, when starting a track you want to schedule a meeting along side it.  When you schedule an event from a calendar invite, you use your existing scheduling tools; there is no need for plugins or extra configuration.

When you start a track, your participants receive an email from your CafeX assistant, letting them know the track is ready to use.

To start a track, see: Starting a track using your calendar

Request documents before a meeting starts. Requesting people share documents before a meeting starts gives everyone time to review the content. It is important that, there is no need to force users away from the tools they are comfortable with. CafeX fits into your existing processes, but records all the content in a single place, for use during and after working sessions.

To share documents on the track before the meeting starts, you and your participants reply to the email your CafeX assistant sends you.

See: Sending content to a track

Share a Google Document The track is collating your conversations happening across the tools you use.  If you share content to someone with a tool then you can share it with your track.
For example: the track includes any google documents you attach in emails for viewing in the track.


Visit the Track The track provides a location to review everything you are collecting.

Your meeting is held in this location too; all the content is available before, during and after, your working sessions.

See: Your tracks