# Plan a meeting

> Tell MonoDesk who the meeting is with and what it covers, and it drafts the agenda.

Category: Discover & leads
Web version: https://www.monodesk.com/help/discover-leads/plan-a-meeting
Last updated: October 15, 2026

Meetings gives you an agenda before a client meeting and a recap after it. This article covers the first part: planning the meeting and drafting the agenda.

Don't see **Meetings** in your sidebar? Your workspace may still use Discover. See [Run the call with Meeting Host](https://www.monodesk.com/help/discover-leads/run-the-call) instead.

## Plan the meeting

Open **Meetings** in the sidebar and click **Plan a meeting**.

![The Plan a new meeting form](https://www.monodesk.com/help/screenshots/meetings-plan.png)

1. Choose the **Client**. This is required.
2. Pick **Which project is it for?** if the meeting belongs to one. The meeting then shows up on that project's Meetings tab.
3. Say **What is this meeting about?**, for example "Kick-off for the new website".
4. Set **When is the meeting, and how long?** Add a date, then pick 30 or 60 minutes or type your own length.
5. Under **Any related research reports?**, attach a [research report](https://www.monodesk.com/help/discover-leads/research-a-business) if you have one.
6. Under **Any extra attachments or context that might help?**, add **Files** or paste **Text**, like the client's enquiry email or brief. Click **Add Text** to keep what you pasted.
7. Click **Draft the agenda**.

Everything you add here can be changed later.

## Check the agenda

MonoDesk drafts the agenda from what you sent and any research attached. It's split into sections, with questions timed to fit the length of the meeting.

![A drafted meeting agenda](https://www.monodesk.com/help/screenshots/meetings-agenda.png)

The questions are specific to the client. If their enquiry mentioned catering orders going missing, expect a question about that rather than "tell me about your business".

The agenda is yours to change:

- Click any heading or question to edit it
- Add your own sections with **Add section**
- Use **Edit with AI** to ask your Co-Worker to sharpen the questions
- If the agenda runs long, **More** offers to fit it to the meeting length

When you're ready, click **Host meeting**. See [Host a meeting and get the recap](https://www.monodesk.com/help/discover-leads/host-a-meeting-and-get-the-recap).

## Find your meetings

Every meeting is listed under **Meetings**, with its status, like **Ready** or **Recap ready**.

![The Meetings list](https://www.monodesk.com/help/screenshots/meetings-list.png)