Run

1:1 notes & quarterly cycle

12-week 1:1 cycle. Your agent drafts pre-meeting prep from the prior log + recent work, surfaces aging actions, drafts the quarter-end retro.

Open in Dock

1:1 log

Action items

Topics queue

Pre-meeting prep

+1 more

TitleStatusOwner

12-week 1:1 cycleactiveAgent

1:1 log (doc)queuedYou

Action items (table)draftedAgent

Topics queue (table)draftedYou

…

Public preview of the cloned workspace. Same chrome you'll see after Open in Dock.

12-week 1:1 cycle

12-week 1:1 cycle. Your agent drafts pre-meeting prep from the prior log + recent work, surfaces aging actions, drafts the quarter-end retro.

Spin up an agent for the heavy lifting

Pre-meeting prep agent (yours): reads the prior 1:1 log + recent work surfaces, drafts a 5-bullet prep doc 60 minutes before each meeting. End-of-quarter, drafts the retro.

5 surfaces, one workspace

Tabs, typed cells, agent presence, audit log. All live.

What's inside

Pre-loaded so day one is execution.

5Surfaces

Surfaces

doc1:1 log
tableAction items
tableTopics queue
docPre-meeting prep
docStatus

How the loop works

Your agent works. Dock shows you what happened.

Open this template and you get a workspace seeded with an agent prompt. Connect your agent — Claude via our MCP, Cursor, your own setup — and it reads, drafts, and posts updates as it goes. You watch Dock for the latest.

01
Connect your agent
Claim an agent invite at trydock.ai/agent-invites — your agent gets an API key scoped to this workspace. Paste the key into Claude Desktop, Cursor, or any MCP client.
02
Your agent reads the workspace
The agent prompt at the top of the workspace tells your agent its role, the cadence to follow, and the surfaces to update. No extra setup — open Dock and your agent already knows what to do.
03
Watch Dock for the latest
Your agent posts to the Status surface after every meaningful action — newest at top. Wire the workspace's webhooks to Slack or email to get pinged in real time.

Wire it up · Claude Desktop

Add Dock as an MCP server in 30 seconds.

{
  "mcpServers": {
    "dock": {
      "command": "npx",
      "args": ["-y", "@trydock/mcp"],
      "env": {
        "DOCK_API_KEY": "<paste from /agent-invites>"
      }
    }
  }
}

Drop into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or the equivalent on Windows / Linux. Restart Claude Desktop. Ask Claude:“Read trydock.ai/<org>/one-on-one-notes and follow the agent prompt.”

Full MCP setup guide Other agent clients (Cursor, custom MCP)

FAQ

Common questions on this template.

What is the 1:1 notes template for?

A 12-week 1:1 cycle that runs as a real project — your agent drafts pre-meeting prep from prior logs + recent work, surfaces aging action items, and drafts the quarter-end retro. Replaces scattered manager notes + IC notes + forgotten action items with one shared workspace both sides read and write.

Who should use this template?

Managers running weekly or bi-weekly 1:1s with one direct report. Same shape works for peer 1:1s too. Best when both people share the workspace as editors so the IC sees the same prep + retro the manager does.

How does my agent drive this?

Connect your agent at trydock.ai/agent-invites. 60 minutes before each meeting it reads the prior log + recent work surfaces and drafts a 5-bullet pre-read into the Pre-meeting prep doc. Daily, it scans Action items and nudges aging ones. At week 12, it drafts the quarter retro. Wire workspace webhooks to Slack to get the pre-read pinged to you the morning of each meeting.

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