In order to get started with Hugo, there are three main steps that you should follow.
Step 1 – Select your meeting
Hugo can be used for different types of meetings, both internal and external - customer meetings, partnership meetings, team meetings, vendor meetings...
- All your meetings are displayed on the left-hand side of your Meetings page, organized by date.
- If a meeting does not exist, click the + button at the top to create an impromptu note in Hugo. This will live in Hugo, not create a meeting in your Google or Office 365 calendar.
Step 2 – Set your Agenda
Meeting agendas can be set days or weeks before the meeting begins. Note that when an Agenda is saved, Hugo will share it with other members of your team who are also attending.
- To set an Agenda, select a meeting and click Create Agenda. Select a template if you wish to add structure to your meeting agenda or stick to a pre-established process. To learn more about customizing and using templates, refer to the Template section.
- In the Agenda editor, type your Agenda as required.
- @mention a teammate: Click the @ button in the toolbar or insert using your keyboard, to select from a list of teammates/groups. Those who are mentioned in an agenda will receive a notification from Hugo via email and/or Slack, containing the agenda for review.
Tip: This functionality is very valuable for team meetings as it allows the team members to contribute to the Agenda collaboratively.
- Click Save Agenda: The Agenda is saved and the teammates who are attending the meeting get notified through an email. Those teammates can also add to the Agenda if required.
Tip: Saving Agendas for team meetings is more valuable than saving agendas for yourself.
Step 3 – Save your Notes
Notes are the most important part of Hugo. Hugo notes allow you to capture, share and action meeting insights to keep your team aligned.
- Insert @mentions: Use this functionality to mention a teammate or group in a note. Click the @ button in the toolbar or insert using your keyboard, to select from a list of teammates/groups. Those who are mentioned in a note will receive a notification from Hugo via email and/or Slack, containing the meeting notes.
- Insert a #tags: Add tags to organize notes more easily and make them more searchable in the future. To use a tag in your note, click the # button on your toolbar on the top of the note editor or type # to select an existing tag. New tags can be created on-the-fly as well.
- Note actions: Hugo integrates with your daily work apps to allow you to trigger actions directly from your notes. Scroll down to read about integrations in more detail
- Post to Slack: This functionality is very important as you can share meeting insights with people in your company and they don’t need to switch to Hugo to read the note. Posting notes to Slack is also a very fluid way of getting the right information to the right teammates without the friction of creating an account.
- Save Note: The note is saved and accessible in the Notes page.
Note integrations enable your team to translate meeting insights into action. Each time you write a note, you can trigger actions in apps such as Jira, Salesforce and Trello. There are two types of integrations:
- Syncing notes: Integrations with Confluence, Copper, Freshsales, Hubspot, Salesforce and Pipedrive allow you to sync your entire note to those tools when clicking Save. Visit the Hugo Integrations section for more information on how these apps work in Hugo.
- Note actions: Using these integrations, you can highlight a particular part of your note, and create an issue, task or ticket directly from your meeting notes.
Note: The integrations displayed in your note editor are based on what hav been enabled in your account. Visit Hugo > Settings > Apps to see a full list of integrations supported by Hugo.
Step 4 – Sharing Notes
Hugo allows you to share notes inside the product, or by posting to Slack to send insights to teammates without them having to switch apps.
- Click on the drop-down to select the teammates who you want to give access to inside the product. Teammates with access will see the meeting details, associated notes, agendas and comments in Hugo.
- Use @mentions to notify teammates who need to be looped in.
- Post to Slack to share a note in a specific channel or group message. Comments made using Slack Threads will sync back to the Hugo note too.