How to Run your Distributed Staff Meetings like Zapier
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Automatically show real-time data from other apps, right in your meeting agenda.
At Zapier's staff meetings, we like to review recently-closed deals. We've set up a zap that logs each sale from our CRM into . We then use formulas to show those deals in the revenue section of .
What metrics do you track in your staff meetings? Maybe you like to talk about customer request trends. Or perhaps you want to see the latest from your hiring pipeline in your applicant tracking system.
Wherever your data is (Looker, Mode, Hubspot, Salesforce, etc.), chances are you can pull it into this Coda doc using . Check out the and bring your own live data into your staff meetings.
Closed Deals (from CRM)
Deal Name
Stage
Amount
Created on
Bicycles
closedwon
$100,000
3/31/2019
Libero Incorporated
closedwon
$169,000
3/31/2019
ABC Co.
closedwon
$34,300
4/7/2019
Nulla Corporation
closedwon
$20,000
4/9/2019
Ultricies Adipiscing LLC
closedwon
$30,000
4/9/2019
In Condimentum Inc.
closedwon
$258,000
5/15/2019
Ornare LLP
closedwon
$400,000
5/16/2019
Nulla At Sem Foundation
closedwon
$50,000
5/23/2019
Nonummy Ipsum Foundation
closedwon
$16,900
6/4/2019
Molestie Sodales Limited
closedwon
$90,030
6/10/2019
Leo Elementum Associates
closedwon
$54,000
6/19/2019
New SmallCo Deal
closedwon
$10,000
6/26/2019
Cras Lorem Lorem Foundation
closedwon
$60,000
6/26/2019
There are no rows in this table
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