Run Customer Advisory Board Workspace — Free

Members

Yes No N/A

Channels

#cab-planning

Agenda development, member coordination, speaker prep, and pre-read readiness.

Yes No N/A

#cab-live-session

Live meeting coordination, note-taking, questions, and real-time session outputs.

Yes No N/A

#cab-follow-up

Post-session action tracking, owner assignment, and progress updates.

Yes No N/A

#cab-decisions

Approved recommendations, product direction, and executive decisions informed by CAB input.

Yes No N/A

Check ins

Weekly Monday CAB planning check-in

Yes No N/A

Weekly Friday CAB follow-up check-in

Yes No N/A

Milestones

Agenda locked

Final agenda, speakers, and discussion prompts approved.

Yes No N/A

Pre-read distributed

Customer pre-read materials sent before the session.

Yes No N/A

CAB session completed

Live advisory board meeting held and notes captured.

Yes No N/A

Follow-up actions assigned

All post-session actions have DRIs and due dates.

Yes No N/A

Task lists

CAB Planning

Stage-based planning tasks from topic intake through final agenda approval.

Yes No N/A

CAB Session Preparation

Pre-read, logistics, and speaker readiness tasks before the live meeting.

Yes No N/A

CAB Follow-Up

Capture outputs, assign actions, and close the loop after the meeting.

Yes No N/A

Hill charts

CAB session cycle

Track the end-to-end progress of the current advisory board meeting cycle.

Yes No N/A

Default apps

Yes No N/A

Integrations

Google Drive

Yes No N/A

Calendar

Yes No N/A

Zoom

Yes No N/A

CRM

Yes No N/A

Pinned resources

CAB Roles & Responsibilities Canvas

Yes No N/A

CAB Agenda Template

Yes No N/A

CAB Session Notes and Decisions Log

Yes No N/A

CAB Action Tracker

Yes No N/A

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Run: Customer Advisory Board Workspace

Members

Channels

Check ins

Milestones

Task lists

Hill charts

Default apps

Integrations

Pinned resources

Get your results