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👀 This looks a little different than the Google Doc - we’ve been having fun trying out Notion automations to help your work flow seamlessly from one week to the next. Be sure to read the “How to Use this Database” below then start with the Intro Guide For Managers for the smoothest set-up experience.

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:google: Try this in Google Docs:

Back to 1:1s that Actually Work - Main Article

Back to People & Teams

Back to The Helia Library

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🛠️ How to Use this Database🛠️

  1. Click the … in the top right of this page, then Duplicate, to make your own 1:1 Agenda Homepage. You’ll want a different homepage for each direct report.
  2. Click “Check-In Agenda Template” to open your first Helia Library 1:1 agenda!
  3. Change the name from “Check-In Agenda Template” to the “Date of Meeting_Person A & Person B”
  4. Fill it out for your next meeting
  5. After your meeting, come back to this homepage, and hover over your agenda and click the :options:button. Select duplicate to create your next meeting agenda!
  6. Repeat steps 2-5 for each meeting to capture your work together over time! </aside>

**Pro Tip!! Feed your Snaps and Deltas into your favorite AI provider for a draft performance review - a great starting point! In your copied database, hit the “…” in the top right corner and then “export” to generate a pdf to upload. Make sure you toggle on “include subpages.” In your prompt, specify that you’d like the Snaps and Deltas section used specifically.

1:1 Meetings Database

☕ This article comes from a coffee chat with Jesse in March 2025. These conversations form the heart of the Helia Library – because I've learned the most from doing and from talking with other doers willing to share their wisdom. We don't need to start from blank pages or do it all alone. As always, take what's helpful, leave what's not, and make it your own.

SF Map (1).png