Meetings

Recurring rhythms with prepared agendas, captured outcomes, and
linked decisions.

What it is

Meetings in HAPPEE are first-class objects, not calendar entries that
disappear after they happen. A meeting has a scheduled time, a
prepared agenda, attendees, notes, captured decisions, and follow-up
work items. Recurring meetings (weekly pipeline review, monthly cash
council, quarterly OKR check-in) live as recurring meeting work items
that the responsible agent prepares for.

The pattern that emerges: agents do the prep, humans run the meeting,
notes and decisions get captured, work items get created from the
follow-ups. Nothing important leaves the meeting unrecorded.

What you get

• Meetings as work items, with workflow states (scheduled → prepared
  → held → followed up)

• Recurring schedule — weekly, monthly, quarterly

• Pre-meeting agenda automatically prepared by the responsible agent

• Notes captured during the meeting; agents can attend and transcribe

• Decisions logged and linked to the playbook or knowledge base they
  affect

• Follow-up work items auto-created from action items

• Calendar integration

How agents use meetings

The recurring pattern:

• The responsible agent assembles the agenda the night before — what
  changed since last meeting, what needs deciding, what's at risk.

• During the meeting, agents can be present (watching the channel,
  fielding lookups, capturing notes).

• After the meeting, the agent files the notes, logs the decisions,
  and creates work items for the follow-ups.

Examples:

• Alex prepares the weekly cash council deck with variance, AR/AP
  status, and three options for any threshold breach.

• The sales agent prepares the weekly pipeline review with coverage
  ratio, conversion deltas, and deals at risk.

• The operations agent prepares the weekly charter customer review
  with success-criteria status per pilot.

In small businesses

For a small business, the meeting prep that an agent does in five
minutes would otherwise eat a Sunday night. The same goes for the
"who decided what when" question — small businesses often lose
decisions to memory; HAPPEE makes them durable.

Where meetings show up across the business

• In Outbound sales motion: weekly
  pipeline review.

• In Cash flow stabilization:
  weekly cash council, monthly model review.

• In First paying customers:
  weekly ICP and messaging review, monthly unit economics review.

• In New product line: weekly charter
  customer review, bi-weekly P&L review, monthly go/no-go health check.